5 Things We Watch – PMIs, FX, Japan, Brazil, Inflation
Welcome to this week’s edition of ‘5 Things We Watch’, where we take you through 5 things that we have found particularly interesting in the past...
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USD Punch Higher Ahead of the Fed and Where to Rotate
End of May call to buy the USD vs Euro and JPY and rolled into USD longs vs NZD, CNH, KRW and ZAR. USD rally momentum expanding with EM ignition.
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JPY Crosses Continue to Trend
JPY weakness continues to come through as reflationary trends re-emerge while Japanese yields remain extremely low thus making the Yen the chosen...
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This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
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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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