Macro Strategy: Running the bulls

  • Capital flows stabilise CNY and, by extension, risky FX
  • Weakest data sequence in US since ‘11 supports the “Powell put” and the “end of deleveraging” supports China QE: good news for risk short term
  • We add carry through short EUR/TRY; take some profit on GBP/USD, close BRL/CNY and close USD/KRW

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

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TRACK RECORD

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

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