The Year Of COVID: Retrospective of My 2020 Trades
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Sunday bloody Sunday
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Far more to Renminbi than USD/CNY cross
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Argentina: Agreement Still Far Away, Busy Summer
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TURKEY: A rate hike and a narrow path ahead
While a rate hike is in the pocket, a return to a more conventional and transparent economic policy is uncertain. As ever, President Tayyip Erdogan remains the key determining factor, else is choreography. Leaving aside Erdogan, the path ahead for Turkey is a long and narrow one, mainly due to Covid-19, the dire state of […]
US Dollar – Calm before the storm?
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State Of the Markets
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CHINA: How far will the central bank go to resist renminbi appreciation?
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Dollar, Euro & Sterling in focus, Asian currencies under the radar screen
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Brazen ECB verbal intervention against Euro unwarranted and unlikely
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