Choose the category below to
refine article list

Forex

Search Results

Results: 1 - 5 of 5 for 
Display 
 per page
Sort result by 
  • Close short USD-BRL - Updated Wed May 15, 2013

    The breadth of the USD rally could have further to run; we close our short USD-BRL position • Expectations for a hawkish BCB have diminished in recent weeks, despite still-high inflation • The BRL’s carry remains attractive; we await better level...

  • Sell USD-BRL - Updated Wed April 17, 2013

    In a carry-driven environment, the BRL should outperform in coming quarters • The start of a central-banking tightening cycle further strengthens the BRL outlook • Current BRL levels compare favourably to historical valuations and positioning is c...

  • Latin American FX update - Updated Tue October 2, 2012

    We recently revised our Latam FX forecasts in the wake of the Fed’s QE3 policy announcement • While QE has historically been positive for Latam currencies, we observe clear diminishing returns • Regional central banks will fight USD weakness, exc...

  • 16-Jul-12 – Hot summer, cold turkey - Updated Sun July 15, 2012

    Top 3 data/events • Singapore – NODX growth expected to be moderate • Germany – ZEW survey to point to weaker sentiment • United States – Maintain pay 5Y swap spread position • Market focus • We believe that hopes of further QE are optimistic ...

  • 13-June-12 – Firmer ground for the RBI to cut rates - Updated Tue June 12, 2012

    Top 3 data/events • Philippines – BSP is likely to keep rates on hold for the remainder of 2012 • Euro area – Chancellor Merkel to outline her stance ahead of the G20 meeting • US – We forecast weaker-than-consensus May retail sales • Market foc...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.