Mar 27, 2018 10:22 am UTC| Research & Analysis Insights & Views
Stay long Jun18 NYM palladium: In our last publication, a post emphasizing our near-term bearish bias on palladium, as the northward trend seemed exhausted after it had failed to break above $1,140/oz. Well, on trading...
Mar 27, 2018 08:33 am UTC| Research & Analysis
GBPs performance in recent months was noticeable than analysts had anticipated on a blend of less immediate tail risk from Brexit (following outline political agreement in December over a stand-still transition once the UK...
FxWirePro: Bid 2m GBP/JPY skews and customize hedging vehicles
Mar 27, 2018 06:36 am UTC| Research & Analysis Insights & Views
Sterlings performance against the dollar and euro in January and February has been stronger than we had expected on a combination of less immediate tail risk from Brexit. GBPJPY is no exception in the month of March so...
FxWirePro: Spot out divergence between JPY robustness and EM/high beta G10 FX softness
Mar 26, 2018 13:01 pm UTC| Research & Analysis Insights & Views
Growing risks of a trade war between the US and China continue to cast a cloud over global risk sentiment. Asian equity markets have continued to remain under pressure, although some indices have rebounded from their...
FxWirePro: USD correlation structures and hedging protection of a high-beta cross-yen leg
Mar 26, 2018 10:48 am UTC| Research & Analysis Insights & Views
FX vols have almost entirely retraced their peak-to-trough jump as the VIX spike of early February has subsided, but are entering March with a renewed bid under the cloud of trade tensions. Aside from the yen for which the...
FxWirePro: Options strategies amid mounting hedging sentiments for bearish risks in EUR/JPY
Mar 26, 2018 07:39 am UTC| Research & Analysis Insights & Views
Driving forces that lead to bearish EURJPY: 1) Eventual repatriation by US corporates-EUR accounts for a third of foreign profits. 2) Expectations for more hawkish than the expected stance of the BoJ if inflation...
FxWirePro: What is driving BRICS currencies and hedging vehicles (episode 2)
Mar 23, 2018 12:04 pm UTC| Research & Analysis Central Banks Insights & Views
CNY: A trade clash is looming on the horizon. As a result, a few queries arise, such as, if the US wants to reduce its trade deficits with China, why dont they remove the restrictions on the exports of high-tech products...
South Africa’s plan to move away from coal: 8 steps to make it succeed
Germany lowers voting age to 16 for the European elections
IceCube researchers detect a rare type of energetic neutrino sent from powerful astronomical objects