We Do Not Expect Fireworks After Trump/Putin Summit
On 11 July, US President Trump began his week-long visit to Europe. He will attend a two-day NATO summit and meet UK PM Theresa May...
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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,...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Russia: The Valuation/Governance Trade-Off Has Become Even More Binary
As early as January of last year, I suggested that notwithstanding his stated admiration for Russia’s leadership, President Trump would eventually...
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US Imposes New Sanctions Against Russia. It's Time for a Breather Now
Today the US announced new sanctions against Russian officials and businessmen. This step constitutes the long-awaited reaction to the evidence of...
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