• Our theme for 2014 centres on the balance between headwinds – such as a stronger US dollar (USD), higher US yields and larger supply surpluses – and tailwinds in the form of an improving global economic outlook and a continuing super-cycle. Broad ...
Overview – The Fed’s surprise ‘no taper’ decision continues to dominate the market’s focus. While this should be supportive of risk appetite near-term, we see it as a temporary delay to the normalisation process and leave our UST forecasts unchanged...
Improving macroeconomic data has nudged commodity prices higher, and we expect this trend to continue.
• Broad indicators like industrial production, purchasing managers’ indices and fund flows support our view that commodities will see bigger upsi...
Overview – We remain long-term bulls as the ‘governing dynamics’ of the FX market remain USD-positive. In this environment, we strongly recommend that corporates focus on managing translation risk. For central banks, we recommend staying defensive, ...
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