Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
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August Cracks and EEM 45/DXY Turn Bullets
The following is our front cover from our weekly macro product that lays out positioning in line with our summer transition from net long to net...
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Raising Short Bets Ahead of Summer Rout
This is an action point update we issued to this morning to core clients but felt the inflection we are facing is so compelling that we would...
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Bracing for Early December Risk off Phase - Euro 1.05 Inflection
Chartonics webcast Thursday 1 December 2016Bracing for early December risk off phaseTo view click on this...
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China & HK Strategy: Sell in September and Go Away, Really?
​It pays to be cautious for HSI investors in Sep and Oct, with opportunities for a year-end rally in Nov and Dec. Despite the 3% drop in MTD, it is...
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