This Week in Macro: US Midterms, FOMC/RBNZ/RBA -Â 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...
537 Views
Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
490 Views
Stagflation at the Gates? Worst Not Over for Turkish Assets
A wide array of leading indicators suggest that the Turkish economy has started to contract sharply in 3Q18 largely due to a steep downturn in...
576 Views
Dollar's Fuel and Struggle in Asia - These Are the Currencies to Short into the Next USD Push
DXY struggle to chisel out the final up leg to form an intermediate top in our 97+ zone. We have been staunch dollar bulls from early 2018 with a...
432 Views
CBT Opts for 625bp Rate Hike. Now Watch Heads Roll
On 13 September, the Turkish central bank raised its policy rate by whopping 625bps, exceeding the market's median forecast by 300bps. This is...
582 Views