
AXJ vulnerability on valuation, policy and hedging flows
Mar 17, 2015 05:56 am UTC| Commentary
Standard Chartered notes... The broad-based revaluation of the USD in the global financial system has left some AXJ currencies losing ground against it but actually still appreciating in tradeweighted (TWI)...
Most investors are sanguine on EM credit
Mar 17, 2015 05:52 am UTC| Commentary
Standard Chartered notes... Most investors we met are relatively sanguine about the prospects for emergingmarket (EM) fixed income. Some questioned the deterioration in EM fundamentals, but most are constructive on...
U.S. rate hike not expected to jolt markets
Mar 17, 2015 05:49 am UTC| Commentary
Standard Chartered notes as follows on Tuesday Most investors expect US rates to inch higher over the course of the year and agree with our bear-flattening view on US Treasury (UST) yields. They are largely indifferent...
FX Market Review: RBC Capital Markets
Mar 17, 2015 05:38 am UTC| Commentary
Day ahead: Todays event highlights are RBA minutes of their March meeting (see AUD), the BoJ meeting (see JPY), and the Bank Indonesia meeting where expectations are that they will leave the reference rate on hold at 7.50%...
ECB’s TLTRO still attractive in the QE context
Mar 17, 2015 05:19 am UTC| Commentary
On 19 March, the ECB will carry out its third TLTRO. Although the PSPP has overshadowed the importance of TLTRO with respect to liquidity provision, the outcome is expected to provide meaningful insight into the likely...
Daily outlook for AUD/NZD: Westpac
Mar 16, 2015 19:01 pm UTC| Commentary
AUD/NZD 1 day: Heading towards the 1.0282 low. AUD/NZD 1-3 month: Theres much chatter about reaching parity. Thats possible, but our core view is the cross will oscillate widely around 1.05 for much of this year, and then...
Daily outlook for NZD/USD: Westpac
Mar 16, 2015 19:00 pm UTC| Commentary
NZD/USD 1 day: Stuck between 0.7300 and 0.7450, awaiting US dollar direction. Tonights dairy auction will be watched. NZD/USD 1-3 month: Multi-month, we see further downside potential, the next major target being 0.7120....