Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
538 Views
Investors Seem Tired of Selling Turkish Assets. Turkey Needs to Use Breathing Space Wisely
Sovereign downgrades by two rating agencies last Friday have not lead to a renewed sell-off in the Turkish markets. Investors seem to be awaiting...
457 Views
CNY Game Changing Pivot
Given the USD/CNH rise is moving into extended territory, some key pivot support levels are worth monitoring that would induce an exodus from this...
426 Views
Cold Turkey
* President Erdogan is Likely to Win, and Capital Controls Likely Will Follow; and * All Signs Point to TRL Weakness on Par With...
294 Views
Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
256 Views