Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
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Malaysia: Gerrymandering, Disqualification of Opposition Candidates; but Still Advantage Anwar
Malaysia's 14th General Election, to be held on May 9th, will be the most competitive ever. In the absence of cheating, we expect the main...
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EM FX Leading a Broader USD Cycle Low in Asia
We have made a case that EM FX is kicking off a cycle that will lead a USD key low in Asia stemming largely from the leading cycle in the TRY...
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USD Major Cycle Low in Sight
USD downside momentum and conviction has tapered off with the prospect of higher yields down the road but recent weakness has been more about USD...
262 Views
Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
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