EM Watch: Why China is trying to wreak havoc on your Gold longs
Welcome to our Weekly EM editorial. In light of a likely Fed cutting cycle commencing in September, we will analyze why this cycle is anything but...
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Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer
Credit spreads are trading within a tight range, unaffected by recent political events and market volatility, with macroeconomic policies and...
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Less Regulation, More Problems?
The overturning of the Chevron deference by the Supreme Court may lead to increased challenges of regulations by businesses, causing uncertainty...
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Great Game – 5 Things I Expect from Kamalanomics
Whoa, yet another completely historical weekend in the US Presidential Race. President Biden is out of contention in what was perhaps the most...
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The Week At Glance: A look at US Cycle indicators. You sure consensus is right?
Welcome to the “Week at a Glance,” where we examine the key releases and themes for the week ahead through the lens of macro trading. China has...
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