Mar 01, 2017 09:44 am UTC| Research & Analysis
Do you think the political risk into French election is priced more appropriately in bonds (but not in currencies) than going into the Brexit and the US polls? In the remote scenario of a Le Pen Presidency with...
Mar 01, 2017 09:23 am UTC| Research & Analysis
Euro area politics continue to be in focus with a Le Pen Presidency in the French elections the main concern, but so far the casualty has been the bond market in addition to the FX markets. Fluidity in French politics...
Mar 01, 2017 07:09 am UTC| Research & Analysis
Potential event risks: Kiwis Q4terms of tradeis expected to rise 4%, driven mainly by the 2016 surge in dairy prices, with subdued import prices adding to the mix. Theres little fresh news in the data, which is why the...
Feb 28, 2017 12:54 pm UTC| Research & Analysis
Glance over OTC: 1M lacklustre IVs uphold the significance of USDCHF long put butterfly spread: ATM implied volatilities are not rising considerably, still below 9% (to be precise 7.45% for 1m expiries and 8.55% for...
FxWirePro: Driving forces of Asian growth in 2017 - Option trading radar in Asian EMFX pool
Feb 28, 2017 10:41 am UTC| Economy Insights & Views
Asia focus: 2017 growth drivers: With GDP growth for the final quarter of 2016 rolling in from around the region. As per the JPMs projections, EM Asia GDP grew 5.8% in 2016, in line with their expectations at the beginning...
FxWirePro: GBP/JPY “Diagonal Option Strips” for vol convexity - 1m2w IVs to hedge major data events
Feb 28, 2017 06:17 am UTC| Research & Analysis Insights & Views
GDP, PMIs, and monetary policies in both continents (Data schedules): In theUK: Manufacturing PMIs on March 1st, Construction PMIs on March 2nd and Service PMIs on March 3rd, annual budget release on March 8th, BoEs...
Feb 27, 2017 12:33 pm UTC| Central Banks Insights & Views
The zloty has benefitted over the past month as regional inflation data have surprised to the upside: the market is aware that the Polish MPC is well balanced, with a fair proportion of hawks warning already that the...
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
Biden administration tells employers to stop shackling workers with ‘noncompete agreements’
IceCube researchers detect a rare type of energetic neutrino sent from powerful astronomical objects