Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Hope Education (希望教育) IPO Trading - Appears Fully Priced for Now
Hope Education Group Co Ltd (1765 HK)Â quickly broke its IPO price after opening at HK$1.92 a share. There had been warning signs from its gray...
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CNH Tactical Peak with HK Short and Long Targets
We have been bearish/short core Asia for months now led by the bullish USD cycle that kicked off in April 2018. It is the Shanghai composite break...
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China’s Financial Risks/Deleveraging/Technology Race/Housing Crackdown/Trade War/EU Talks/RRR Cut
China News That Matters Stock market sell-off intensifies Foreign investment encouraged in market shake-up China to lead in 5G development New...
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Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
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