Global EM Macro

Oil key risk here..breaking up....close back up to over $90?
Friday Opec seems key...

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  bisphamgreen

  5 months ago

  think we need some sort of growth rebound. We'll get it, I think, but the q is when does this feed through to oil

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The classic double fist.

"Can't sell my bonds at these levels, I'll buy USDZAR to hedge...''

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Can SA yields fight back?

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*ISRAEL OCT. PMI FALLS TO 47.6 FROM 49.2 IN SEPT.: BANK HAPOALIM

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People too relaxed here on SA? I get the trying to catch a duration rally into year end, but with market positioned long bonds for end of year + Dec coupons, Inflation coming out much hotter today, Israel embassy closure motion (I think that's a bigger deal than people realise) and then the pension withdrawal.....and RSI is negative in bond yields...flat move over 2 days...vulnerable?

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