As we conclude a busy midweek with loads of matter to digest in a global macro we will this week attempt to make an odd synthesis between the recent events in China its importance for price action and how we look at it going forward and Trump’s success in New Hampshire and how we are currently framing the 2016 campaign in the context of the EM space
Many have profited from MXN carry in the first half of 2023. But is there more left to squeeze out or is it running on fumes? We give our take here and assess the structural patterns at play in Mexico in relation to recent performance and the geopolitical climate.
A historic gas sabotage and FX crisis. We have enough to look at in Europe this week. Here is my take on how to seek shelter from the current crisis. Enjoy!