Jun 28, 2017 06:45 am UTC| Research & Analysis Insights & Views
Bearish GBP scenarios: 1) Growth slows below 1% as consumers are squeezed by inflation and falling house prices. 2) Outright capital repatriation from slower moving long-term investors including central banks. 3)...
Jun 27, 2017 13:17 pm UTC| Research & Analysis Insights & Views
In EM, we remain MW FX overall and neutral in LATAM and EMEA, with small OW in EM Asia. We hold relative value long TRYZAR, and stay UW RUB vs OW TRY The bearish stance on BRL relative to the rest of the EM FX complex...
Jun 27, 2017 12:39 pm UTC| Research & Analysis Insights & Views Central Banks
Thedollar index (DXY) was pulled back (-0.54% at the time of articulating) after a steady start to the week by a weaker than expected reading for durable goods orders amid fresh uncertainty surrounding the Feds tightening...
Jun 27, 2017 12:09 pm UTC| Research & Analysis Insights & Views
In this write-up, we emphasize that EUR-cross vols and correlations should cool as data and price momentum rotates away from the Euro. Buy EURUSD vs. EURPLN vol spreads and sell EURNOK EURSEK correlations. The summer...
Jun 27, 2017 11:21 am UTC| Research & Analysis Insights & Views
CAD investors are torn between two opposing scenarios: on the one hand the Canadian economy has overcome the collapse of the oil price in 2014/2015 and is recording decent growth rates once again, and as a result signals...
Jun 27, 2017 07:29 am UTC| Research & Analysis Insights & Views
Bearish EUR scenarios: 1) The market prices in three Fed rate hikes in 2018; or 2) Non-traditional parties prevail in German or Italian elections. Bullish EUR scenario: 1) Equity inflows accelerate into the...
Jun 27, 2017 06:57 am UTC| Research & Analysis Insights & Views
The hedgers interests of EURJPY have been explained by nutshell showing delta risk reversal, however, no new shift in sentiments is observed both in short and long run. As a result, we dont see much traction OTM calls. The...
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