Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this weekâs global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this weekâs global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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Thailand: Trump's Guinea Pig?
âThailand is a currency manipulator!â The chances of the US Treasuryâs next semi-annual report on the FX policies of its trading partners, due in...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
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Global: 18 for '18 - Part 2
Our next batch of non-consensus calls for 2018 shifts gears to emerging markets. Specifically: India will regain its crown as the fastest...
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