This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
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Malaysia: Can Mahathir Let Go - The Corporate Sector and the Game of Patronage
The major political event in the emerging market universe over the past month has undoubtedly been the victory of the four-party Pakatan Harapan...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
358 Views
Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
356 Views
Malaysia Macro: The Price of Change (And Hope)
As Malaysia enters a new era, we take stock of macro fundamentals - as well as challenges and opportunities - that face the incoming Pakatan...
440 Views