Choose the category below to
refine article list

Forex

Search Results

Results: 1 - 7 of 7 for 
Display 
 per page
Sort result by 
  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • 18-Aug – Waiting for Jackson Hole [Correction] - Updated Mon August 18, 2014

    This supersedes the version dated 18 August 2014. Amends title of China item. • Top 3 data/events • China – Balanced supply and demand of FX onshore in July • UK – CPI inflation likely remained at 1.9% in July • US – We expect a moderate reco...

  • 07-Jul – Commodities: Rise of the fundamentals - Updated Sun July 6, 2014

    Top 3 data/events • China – Inflation pressure remains muted • Japan – Current account surplus likely shrank in May • United Kingdom – Industrial production likely to have improved further in May Market focus • Positioning for uneven and slug...

  • The Scotland referendum: Grasping the thistle - Updated Fri May 2, 2014

    An independent Scotland would be negative for UK trade, but positive for the UK’s fiscal position • GBP weakness on a ‘Yes’ would be temporary, but option vol looks cheap ahead of the referendum • The margin between ‘Yes’ and ‘No’ votes narrowed ...

  • 18-Feb – No change in the PBoC’s policy stance - Updated Mon February 17, 2014

    • Top 3 data/events • Malaysia – CPI inflation likely edged up further in January • UK – BoE minutes to echo Inflation Report as unemployment falls to 7% • South Africa – January CPI inflation a key focus • Market focus • Credit growth was...

  • SC IMM: Positioning risks show AUD ‘Buy’ signal - Updated Mon January 13, 2014

    Our SC IMM positioning heatmap suggests AUD may see a major short-term rally • Leveraged net shorts in the AUD vs. the USD, EUR, GBP and NZD reach sample extremes • Leveraged funds should buy 1M EUR-AUD, GBP-AUD put spreads...



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.