Jan 03, 2018 10:12 am UTC| Research & Analysis Insights & Views
In 2018, the crude oil balance will likely tighten and inventories draw, on a likely 9-month extension of the OPEC-Russia accord and amid continued firm demand growth. The speed at which US shale responds will help...
Jan 03, 2018 09:40 am UTC| Research & Analysis Insights & Views
EURJPY PPP and FEER valuations are the yen bears arch-enemies, but they apply far more to the USDJPY than to the EURJPY, given that the euro, too, is significantly undervalued on a PPP basis. The PIIE puts a...
Jan 03, 2018 07:02 am UTC| Research & Analysis Insights & Views
Against the forwards, the forecasts have been the most bearish on the TWD, KRW, THB, RUB SGD and the most bullish on the TRY, CZK PLN. On a regional basis, EMEA should outperform. We could foresee slightly more EM Asian...
Jan 03, 2018 01:45 am UTC| Research & Analysis
Moodys Investors Service says that while the potential of a military escalation on the Korean peninsula remains for now a low-probability event, the credit impact of a conflict whether short or prolonged would affect...
FxWirePro: New Year trade resolutions for EMFX baskets
Jan 02, 2018 12:48 pm UTC| Research & Analysis Insights & Views
We reckon bullish USD/EM baskets, spot rates should be upwardly biased, and the bulk of total return performance in 2018, if any, should come via carry similar to the past two years. The risk to our forecasts is a...
Jan 02, 2018 12:25 pm UTC| Research & Analysis Insights & Views
The GDP in Singapore advanced an annualized 2.8% QoQ basis in the last three months of 2017, below 9.4% in Q3 and market expectations of 2.9%, advance estimates report. The Singapore economy grew a strong 3.5% in 2017...
Jan 02, 2018 11:18 am UTC| Research & Analysis Central Banks
All hawks eyes are on when will the ECB end its QE programme? While the member of the ECB Executive Board Benoit Coeure is hoping that the additional programme until September might have been the last one. For now, the QE...