Mar 31, 2015 07:22 am UTC| Commentary
Brazils economic, political and currency travails were popular topics of discussion, with the majority of investors expecting further USD-BRL upside by mid-2015.The Brazilian real (BRL) was viewed as the most vulnerable...
EUR-USD views wide-ranging; Greece not a major focus
Mar 31, 2015 07:21 am UTC| Commentary
Investor views on EUR-USD were among the most wide-ranging of the issues discussed.A small majority expect EUR-USD to end 2015 below current spot, although only a minority expect the pair to trade below parity at some...
Australian building approvals pull-back seems inevitable
Mar 31, 2015 07:13 am UTC| Commentary
Australian building approvals have surprised median expectations for four months on the trot, and by a truly remarkable margin in January (median -2.0%, actual +7.9%).This left total approvals at a new all-time high (since...
Oil is a key risk to MXN sentiment
Mar 31, 2015 07:04 am UTC| Commentary
Investors cited lower oil prices as the main downside risk to the MXN, although the majority expect crude to end the year close to current levels.Some investors see the volatility of oil as more important than price in...
USD-MXN: Is Banxico poised to challenge the rally?
Mar 31, 2015 07:02 am UTC| Commentary
Cautious optimism on Mexicos economic outlook was echoed by investors views on the MXN. Most expect USD-MXN to end the year in a 15.00-15.25 range, although views diverge on the potential for the high (15.6679) to be...
South Korea's Exports and imports growth will continue to slow
Mar 31, 2015 06:56 am UTC| Commentary
Interim trade data until 20 March suggested that the slowdown in South Koreas export and import growth would continue in March. The exports are likely to rise from $41.5bn in February to $47.5bn in March, and imports to...
South Korea's headline and core inflation probably declined further in March
Mar 31, 2015 06:39 am UTC| Commentary
South Koreas Year-on-year inflation in both headline and core CPI is likely to have declined further in March, which would continue to support market participants concerns about deflation.Retail oil prices rose rather...
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