
Nov 14, 2017 12:35 pm UTC| Research & Analysis Insights & Views Central Banks
The current market condition is not a stable equilibrium -without rate hikes as a circuit breaker, TRY could weaken substantially. Now that the market has jumped to pricing in significant rate hikes, an under-delivery...
FxWirePro: Snippets on Emerging Asian FX – USD/KRW DNT on track of delivering desired yields
Nov 14, 2017 12:18 pm UTC| Research & Analysis Insights & Views
China received less attention than normal, but prevailing sentiment was that little will change post-CPC: reforms and deleveraging would be slow and targeted, risks of the debt crisis are low (for now), and ultimately the...

Nov 14, 2017 11:05 am UTC| Research & Analysis Insights & Views
Europes economic heart is pumping away and a 0.8% Q3 QoQ GDP gain in Germany threatens to nudge the Eurozone growth rate up too. Its a reminder of the changing of the guard as the US economic cycle ages and has given...
FxWirePro: A bird’s-eye view on hedge fund and real money positioning in EMFX space
Nov 14, 2017 09:54 am UTC| Research & Analysis Insights & Views
As per the SGs updates, their visiting hedge funds and real money clients the US and Europe revealed numerous insights regarding EM sentiment and positioning. Real money: Virtually all real money investors are...

FxWirePro: Assess EUR/USD vols curves and achieve most scalable FX risk premium normalization trade
Nov 14, 2017 07:30 am UTC| Research & Analysis Insights & Views
Rotate long EURCHF into long USDCHF via risk reversal; keep EURUSD call spread, the much-awaited ECB meeting was modestly dovish and with it, Draghi was able to deliver euro weakening alongside a QE taper announcement for...
FxWirePro: WTI crude fundamentals - Commodity derivatives trade perspectives
Nov 14, 2017 07:08 am UTC| Research & Analysis Insights & Views
Crude prices continued its bearish streaks even today on the probabilities of further rises in the U.S. output undermined ongoing OPEC-led production cuts aimed at tightening the market. OPEC is scheduled to meet on...
Nov 13, 2017 11:40 am UTC| Research & Analysis Insights & Views
September industrial production released last Friday was just below expectations at 3.8% YoY. It is still a mediocre performance however with production up only 3.1% in the first three quarters of the year, slower than the...