FxWirePro: Spot out underperformances in US sell-offs - Risk-off hedging for TWSE and TWD
Jan 04, 2018 08:17 am UTC| Research & Analysis Insights & Views
Asian equity strategists seem to be quite constructive on equities and reckon that the fundamental risks have diminished post the political events this quarter (Chinese National Congress, Japanese elections...
Jan 04, 2018 07:08 am UTC| Research & Analysis Insights & Views Central Banks
Are you puzzled by Euro strength or perhaps dollar weakness instead? Was the latest FX move due to Sterling? The fair elucidation of the exchange rates would always be challenging. Despite robust growth, the ECB would...
FxWirePro: Banxico and NAFTA keeps Mexican peso stormy - Hedge USD/MXN using digital puts
Jan 03, 2018 14:04 pm UTC| Research & Analysis Central Banks
The peso has eased further against the dollar since the last central bank meeting on 14th December. This is likely to fuel concerns on the part of the Mexican central bank (Banxico) regarding future inflation...
Jan 03, 2018 11:41 am UTC| Research & Analysis Insights & Views
The pooled Brent and WTI futures and options contracts together remain very high at 926k lots, just slightly below the record high noted in the week before at 934k lots. There was, however, a minor deterioration in the net...
Jan 03, 2018 10:12 am UTC| Research & Analysis Insights & Views
In 2018, the crude oil balance will likely tighten and inventories draw, on a likely 9-month extension of the OPEC-Russia accord and amid continued firm demand growth. The speed at which US shale responds will help...
Jan 03, 2018 09:40 am UTC| Research & Analysis Insights & Views
EURJPY PPP and FEER valuations are the yen bears arch-enemies, but they apply far more to the USDJPY than to the EURJPY, given that the euro, too, is significantly undervalued on a PPP basis. The PIIE puts a...
Jan 03, 2018 07:02 am UTC| Research & Analysis Insights & Views
Against the forwards, the forecasts have been the most bearish on the TWD, KRW, THB, RUB SGD and the most bullish on the TRY, CZK PLN. On a regional basis, EMEA should outperform. We could foresee slightly more EM Asian...
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