Global EM Macro

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

• 2
• 1

• 

  bisphamgreen

  1 day, 9 hours 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

  • 1

The classic double fist.

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

• 3
• 0

Can SA yields fight back?

• 1
• 0

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

• 3
• 0

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?

• 3
• 0