Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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Global: 18 for '18 - Part 2
Our next batch of non-consensus calls for 2018 shifts gears to emerging markets. Specifically: India will regain its crown as the fastest...
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Fed Meet a Fresh USD Short Opportunity Against Asian FX
DXY - USD index is expected to find support at 92.50-70 for a mild bounce sequence as we move closer to the Fed meeting on the 12-13th. DXY bounce...
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Chart of the Day: Who's Got The 'Mo?
Which Asian economy has seen the greatest GDP growth acceleration over the last year? As today's chart shows, there is no contest. Singapore, a...
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Chart of the Day: Ringgit Off The Hook
Malaysia stands out as having one of, if not the most, undervalued real exchange rate amongst major emerging markets. The Bank of International...
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