bullish
Week Ahead in Global Macro: Inflation (US, UK, Oil Reports, India), Japan/EU GDP, Lunar New Year
230 Views12 Feb 2018 05:20
Our guide to this week’s global macro risk events and trading opportunities.
This week in trade ideas, we maintain short positions on US stocks...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 12-minute read)
Discussions
(Paid Plans Only)
Virgil Fernandez Esguerra
Multi-asset Macro/Emerging Markets Strategist
- Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech26 Feb 2018
- Italy Elections: Mamma Mia! High-Risk Scenarios Are Underpriced in BTPs, FTSE MIB25 Feb 2018
- Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget18 Feb 2018
- Week Ahead in Global Macro: Inflation (US, UK, Oil Reports, India), Japan/EU GDP, Lunar New Year12 Feb 2018
- Week Ahead in Global Macro: US Stopgap #5, UST Auctions, RBA, RBNZ, BOE, China Trade, Phils. BSP05 Feb 2018
- Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs29 Jan 2018
- Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court22 Jan 2018
x