
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 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 07:38 am UTC| Research & Analysis Insights & Views
Owning protection against European political discontent has been a key pillar of our bullish vol stance since late last year. Recent political developments in France and the implosion of what was considered to be a...
FxWirePro: How does Euro swap spread look ahead of French polls?
Feb 13, 2017 07:15 am UTC| Research & Analysis Insights & Views
French elections is priced more appropriately in bonds (but not in currencies) than going into the Brexit and US vote. In the remote scenario of a Le Pen Presidency with supportive government and Parliament, 10Y Bunds...

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...
Feb 13, 2017 03:00 am UTC| Research & Analysis
Moodys Investors Service says that liquidity conditions in Chinas financial system appear to be tightening. We expect that a combination of tighter liquidity conditions and stricter regulatory scrutiny on the banks...