The US/China Relationship: Investors Complacent Despite Irreconcilable Differences
By confronting Beijing over the US deficit in bilateral trade, President Trump has opened a Pandora’s Box of grievances concerning the broader...
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Week Ahead in Global Macro: FOMC, NFP, UST Refunding, EZ GDP/CPI, Apple/Tesla, Tariff Waiver Expires
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short EUR vs both JPY and USD...
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Asian FX at Risk if This Shoe Drops
We place a great deal of emphasis on lead lag cycles within equity sectors and FX domino signals and why we see a potential trigger point for Asian...
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Turkey : New Bearish Sequence
1. TRY swap curve bearish steepening expected: TRY swaps have not reached their top yet, and are expected to be paid. The 1-5y curve is...
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Chart of the Day: Turkey Shoot
Turkey seems to be accelerating towards full-blown economic crisis: a development that should give all emerging market investors food for thought....
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