Feb 23, 2018 09:48 am UTC| Research & Analysis Insights & Views
Bullish USDCAD scenarios above 1.30 driven by: 1) NAFTA renegotiations break down and breakup fears return.; 2) US growth expectations upgraded on policy driving a broad $ rebound Bearish USDCAD scenarios below...
Feb 23, 2018 09:37 am UTC| Research & Analysis Insights & Views
Amid the seventh round of NAFTA negotiations (scheduled on 25th Feb-5th Mar), in this write up, CAD forecasts are upgraded removing a NAFTA-scare discount in 1Q and forecasting more strength by end-18 on higher oil prices...
FxWirePro: CAD/JPY bullish/bearish scenarios, OTC indications and derivative trading perspectives
Feb 23, 2018 07:36 am UTC| Research & Analysis Insights & Views
Bearish: CADJPY scenarios driven by: 1) NAFTA renegotiations break down and breakup fears return.; 2) US growth expectations upgraded on policy driving a broad $ rebound 3) The global investors risk aversion...
FxWirePro: Swedish inflation prints to stimulate EUR/SEK ITM calls
Feb 21, 2018 12:41 pm UTC| Research & Analysis
At its meeting last week Riksbank maintained its rate outlook that projects cautious rate hikes from the second half onwards, despite the fact that it slightly lowered its inflation outlook for this year at the same...
FxWirePro: Intricacies of AUD/JPY covered puts strategy
Feb 21, 2018 12:37 pm UTC| Research & Analysis Insights & Views
In this write how and why selling a covered put in AUD/JPY is emphasized. The underlying pair has been amongst the worst performing G10 pairs since before the US wage data last week (-3.1%). Furthermore, AUD has been by...
FxWirePro: Snippets of low delta EUR puts and low-beta USD play in Asian FX
Feb 21, 2018 11:56 am UTC| Research & Analysis Insights & Views
EURUSD and USDCHF 6M-1Y 35D USD call vols: The belly of G7 vol curves is good value to own in our view since they have lagged the rally in shorter-expiries, and should find buying support from value hunters as relatively...
FxWirePro: WTI crude perspectives – Trade strangle short and hedge via calls spreads
Feb 21, 2018 09:41 am UTC| Research & Analysis Insights & Views
Crude prices were mixed yesterday, as lower-than-expected inventories buoyed the U.S. crude grade while refinery maintenance in Europe weighed on oil prices in the region but tumbled sharply today, weighed by the U.S....
Johannesburg in a time of darkness: Ivan Vladislavić’s new memoir reminds us of the city’s fragility
Economist Chris Richardson on an ‘ugly’ inflation result and the coming budget
Why Germany ditched nuclear before coal – and why it won’t go back
Labour can afford to be far more ambitious with its economic policies – voters are on board
Sudan: civil war stretches into a second year with no end in sight