Currencies
A Trade Idea For Dollar Bulls…
Where Next For Cryptocurrencies…
Listen to a short summary of this report. Executive Summary Chart 1The Dollar Has Broken Below The First Line Of Support
The Dollar Has Broken Before The First Line Of Support…
Executive Summary With the fourth Taiwan Strait crisis materializing, the odds of a major war between the world’s great powers have gone up. Our decision trees suggest the odds are around 20%, or double where they stood from the Russian war in Ukraine…
Executive Summary Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation
Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation…
Should We Fade The Dollar Decline Or Lean Into It…
Listen to a short summary of this report. Executive Summary The Euro And The Chinese Credit Impulse
The Euro And The Chinese Credit Impulse…
Counterpoint’s August schedule: Next week, I am travelling to see clients in Australia, New Zealand, and Singapore, so we will send you a report on China’s 20th National Party Congress written by our Chief Geopolitical Strategist, Matt Gertken. Given that the…
Relative Economic Surprises Have Turned Against EUR/USD…
Listen to a short summary of this report. Executive Summary Investors Are Pricing In A Much More Aggressive Tightening Cycle Than At The Start Of The Year
Investors Are Pricing In A…