FxWirePro: Counting down to the French polls - Stay bearish GBP via a long 2m EUR/GBP call spread
Apr 12, 2017 10:36 am UTC| Research & Analysis Insights & Views
The most focused on political event in Euro area this year the French election is now exactly a month away. Our forecast assumes that mainstream parties prevail, which combined with a less dovish ECB should eventually...
FxWirePro: Euro options trades perspectives - RKIs and put flies for EUR/USD and EUR/CAD
Apr 12, 2017 09:32 am UTC| Research & Analysis Insights & Views
With limited room for Euro appreciation and the near certainty of a vol slump in the event of a Macron victory, long delta/short vega strategies such as EUR call flies appeal, and are well-priced in EURUSD and EURCAD....
Apr 12, 2017 07:59 am UTC| Research & Analysis Economy
European toll roads and airport operators credit quality will remain solid despite an expected slowdown in traffic growth in 2017, following a significant upswing in passenger volumes last year that will be tough to...
Moody's: Chinese government's fiscal impulse larger than headline figures suggest
Apr 12, 2017 07:56 am UTC| Research & Analysis Economy
Moodys Investors Service says that the fiscal stimulus that Chinas (Aa3 negative) government is providing to its economy is larger than headline deficit figures suggest. The governments ability to maintain growth and...
Apr 12, 2017 06:47 am UTC| Research & Analysis Insights & Views
JPY has broadly appreciated against the major currencies. The Japanese currency has reached the highest levels since last November both against USD and trade-weighted terms (refer above chart). After the FOMC...
FxWirePro: Prolific EUR call flies - Leaping European recovery via FX options
Apr 11, 2017 13:09 pm UTC| Research & Analysis Insights & Views
The European recovery theme has become increasingly mainstream in recent weeks as continued Euro-area growth out-performance intersects with moderating political risks. Last week, we opened an outright long EUR/USD...
FxWirePro: Jack up delta longs in GBP/CAD PRBS to hedge bearish risks on dovish BoC rhetoric
Apr 11, 2017 12:36 pm UTC| Central Banks Research & Analysis Insights & Views
CAD risk skewing positive, as BoC dovish stance bending, though not yet breaking: Ongoing data surprises mean forecast upgrades forthcoming in next weeks Monetary Policy Report. The data flow from Canada, similar to...
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