FULL TITLE: Macro discretionary FX Trading: Fundamentals & technicals vs narratives
ABSTRACT: The talk will focus on macro discretionary FX trading. We will be making a case for the importance of narratives in FX trading, illustrating it with some current and recent examples. We will be answering the following questions for the audience.
What are the advantages of trading EM FX over G10 FX? What are the current narratives within the market? Where are these narratives stale and misplaced?Where do the opportunities lie in the year ahead?
Lastly, we will briefly look at some of the most interesting EM FX paradigms.