EM - Back to the Future with the Fragile 10
In line with previous reports such as This Time Is Not Different: The Seeds of the Next Crisis Are Being Sown and Asia Calling: Dollar Rally Set to...
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Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
327 Views
Mandela's Protege Cyril Ramaphosa Can Revive a Moribund Economy
-Cyril Ramaphosa, the newly-elected president of the ANC, is a successful businessman and investor, who started his career as a radical...
318 Views
Zar Assets: New Sell-Off
SYNTHESIS1. ZAR depreciation with a higher volatility: EURZAR expected to rise since the start of the combined bullish trend EUR / bearish...
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