FxWirePro: Intricacies of bullish and bearish scenarios of Yen and hedging perspectives
Feb 15, 2017 05:44 am UTC| Research & Analysis
Bearish Yen: USDJPY to 125 if 1) strong US growth leads aggressive Fed hikes and a spike in UST yields, resulting in broad USD strength, 2) Japanese governments fiscal policy becomes more expansionary and the BoJ finances...
FxWirePro: Stay short AUD/JPY through a one-touch calendar spread
Feb 14, 2017 12:16 pm UTC| Research & Analysis
We designed a bearish AUDJPY view through a calendar spread of one-touches (short a 3m one-touch put, long a 6m) to arrest the good-bad dichotomy in Trumps policy platform (an initial focus on pro-growth fiscal policy...
Feb 14, 2017 08:44 am UTC| Research & Analysis
GBP has been choppy but trendless this year on a messy interplay between Brexit politics and BoE expectations. Hopes that deterioration in the growth-inflation trade-off might prompt a rate hike as early as the end of...
Feb 14, 2017 06:00 am UTC| Insights & Views Commentary
Amid minor price drops in thedollar index, the markets continued to run with a positive view of the looming economic policies from Trump. In a thin news session, US equities made fresh record highs, and the US dollar and...
Feb 13, 2017 12:05 pm UTC| Research & Analysis
EURCHF is so far tracking our forecast which assumes a softening in the SNBs intervention regime and a resultant orderly decline of around one cent per quarter in the cross to 1.03 by year-end. What has Switzerland to...
Feb 13, 2017 11:25 am UTC| Research & Analysis
Please be noted that the risk reversal flashes across all tenors, we see neutral changes to the bearish risk sentiments in 1m tenor but mounting bearish risk sentiments in 3m tenors, whereas Euro seems to be losing...
Feb 13, 2017 05:54 am UTC| Research & Analysis Insights & Views
The political risks are clouded in theeuro area. The euro area economy has so far weathered political surprises in the form of the UKs referendum vote to leave the EU and the election of Donald Trump as the next US...
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