Singapore

This post first appeared on Patreon on 9 Jul 2018 Last week, I wrote up a macro bond play that involves three parts: currencies, spread differentials and default risk. I want to hone in on one of those three today: currencies. And here's…

By Win Thin and Ilan Solot Despite the growing tensions in Thailand and the risk of military involvement, equity indices stared off the week higher and THB stable. There is some optimism that a possible delay to the February 2 vote could…

We have seen a host of manufacturing sector data over the past few days. Most of it has been pretty good and the data demonstrate that the global recovery has continued. Nevertheless, reviewing the data from the US, Europe, China and…

Highlights The US dollar was mostly softer vs. the majors, but EUR/USD was sidelined for a day as the yen was the big mover on political uncertainty (see below).  We believe the euro bear trend remains intact, but that the pace of…