Jan 25, 2017 12:28 pm UTC| Research & Analysis Insights & Views Central Banks
In the recent unanimous decision of South African central bank (SARB), benchmark rateisunchanged at 7% as had universally been projected. However, the SARB increased its projections and now only expects the overall rate to...
Jan 25, 2017 11:33 am UTC| Research & Analysis Insights & Views
We highlight a number of tactical signals for the FX market and some options concepts that could accomplish well in a market scenario characterized by the US dollar strength over the medium term. Since the election of...
Jan 25, 2017 11:13 am UTC| Central Banks Research & Analysis Insights & Views
The two main risks to our bearish AUD view are that 1) The currency is dragged higher in a more sustained re-rating of the global growth outlook, and that 2) The better global news and some signs of housing...
FxWirePro: Further EUR downside potential but not faster than JPY, EUR/JPY downtrend likely to ease
Jan 25, 2017 07:52 am UTC| Research & Analysis Central Banks
The massive dollar uptrend is peaking with the massive repricing of yields triggered by the December Fed meeting. The FX space is now in consolidation mode, and the recent FOMC minutes were either neutral or slightly...
Jan 25, 2017 07:35 am UTC| Research & Analysis
Weve already highlighted in our recent write ups on richness in EURJPY skews. For more reading on EURJPY IV skews, please follow below web...
FxWirePro: NZD/SEK levered option trades cushioned by valuations terms and macros
Jan 24, 2017 13:07 pm UTC| Economy Research & Analysis Insights & Views
In 2017 the FX outlook, we describe our stance on SEK as grudgingly constructive; constructive because the currency was undershooting short-and medium-term fair-value by an egregious amount; grudging because we were wary...
FxWirePro: Hedge in oil driven currency under Trump’s administration
Jan 24, 2017 12:58 pm UTC| Economy Research & Analysis Insights & Views
The global macro backdrop for FX would likely stay unstable for at least the next several months, through the first hundred days of the incoming Trump administration. The markets latched onto a Trump policy narrative...
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