Choose the category below to
refine article list
Region
FX
Theme

Forex

Search Results

Results: 11 - 20 of 116 for 
Display 
 per page
Sort result by 
  • PBoC delivers a decisive band widening - Updated Sun March 16, 2014

    PBoC doubles width of USD-CNY onshore trading band to +/-2% in a decisive step to boost FX volatility Mild CNY appreciation is still likely medium-term, but the ‘one-way’ CNY trajectory is over Leveraged funds: We still like long 1Y ATMF USD-CN...

  • Q2 – Rotation, relative value and risk - Updated Thu March 13, 2014

    Overview – Four key themes continue to inform our thinking on global markets this year: geopolitical risk in EMs, ‘The Great Rotation’, absolute and relative growth, and liquidity and regulation. In our view, geopolitical risk is the ‘new normal’ an...

  • Q2 – Rotation, relative value and risk - Updated Thu March 13, 2014

    Overview – Four key themes continue to inform our thinking on global markets this year: geopolitical risk in EMs, ‘The Great Rotation’, absolute and relative growth, and liquidity and regulation. In our view, geopolitical risk is the ‘new normal’ an...

  • 13-Mar – IDR and THB rallies to stall near-term - Updated Wed March 12, 2014

    Top 3 data/events • Japan – BoJ minutes to shed more light on future policy stance • India – February WPI likely slipped below 5% • US – Retail sales likely picked up mildly as the weather improved • Market focus • We believe the IDR and TH...

  • SCTF – Bullish flow signal for PHP - Updated Fri February 21, 2014

    • In January, our clients were large USD sellers vs. CNY and MYR; large USD buyers vs. IDR, TWD, CNH • Our custodian clients were sellers of USD vs. INR and CNY; buyers of USD vs. CNH, TWD and PHP • Short USD positioning is large vs. KRW, INR and ...

  • Sell SGD-TWD via 3M NDFs - Updated Wed February 19, 2014

    We expect TWD underperformance to reverse on better China data and more stable capital flows • TWD has so far lagged the KRW rebound, in the context of the USD pullback, but we look for catch-up • We recommend selling SGD-TWD, looking for this cro...

  • Sell THB vs. 50/50 USD and EUR - Updated Wed February 19, 2014

    We forecast USD-THB at 34.00 at end-Q2 on slowing growth, political deadlock • Technicals are turning bullish for USD-THB again; our SCTF data indicates light positioning in USD-THB • THB-US 10Y spread has fallen which according to our PCA analysi...

  • 11-Feb – Asian demand/supply outlook; buy 10Y THB - Updated Mon February 10, 2014

    Top 3 data/events • Malaysia – GDP growth likely supported by increased external demand • China – Trade performance likely softened in January • US – Yellen’s testimony: Watch for hints about Fed’s forward guidance • Market focus • PHP bonds s...

  • 05-Feb – AXJ FX PCA: Global weakness, local strength - Updated Tue February 4, 2014

    Top 3 data/events • Philippines – BSP likely to keep policy rates unchanged • Thailand – Close THB 2/5Y IRS steepener for a loss of 9bps • UK – BoE policy on hold while market braces for the Inflation Report • Market focus • We update our P...

  • 31-Jan – AXJ FX to weaken on China slowdown fears - Updated Thu January 30, 2014

    Top 3 data/events • Indonesia – Inflation likely to have accelerated m/m in January • Thailand – Upside risks to inflation • US – January’s Chicago PMI: A taste of things to come in Q1 • Market focus • We forecast China January PMI manufacturi...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.