
Oct 03, 2017 11:33 am UTC| Research & Analysis
Politics again acted as the catalyst to sell euros. Last week was the German elections, and this week it is the escalating crisis in Catalonia. The German coalition government talks are expected to drag on for some time....

FxWirePro: Chinese demand for industrial metals to sense lot more flux in Q4’2017
Oct 03, 2017 10:44 am UTC| Research & Analysis Insights & Views
Nearly two weeks ago, our Chinese economists revised their growth forecast for 3Q17 40bps lower to 6.2% QoQ after July activity data surprised significantly to the downside and August only improved modestly. While...
Oct 03, 2017 09:15 am UTC| Research & Analysis Insights & Views
A possible bottoming out in inflation and the Fed repricing of a December hike are outright bearish and gold should rebase lower. To this end, the median Fed participant continues to look for one more hike this year (in...

FxWirePro: Glimpse through G10 and EMFX implied scenarios
Oct 03, 2017 08:38 am UTC| Research & Analysis Insights & Views
The dollar is seeing its fourth successive week of trade-weighted gains, mirroring a four-week gain in Treasury yields amid hopes of a tax-cutting fiscal package and expectations of a December Fed rate hike. We combine our...

Oct 03, 2017 05:56 am UTC| Research & Analysis Central Banks Insights & Views
Following on from last weeks hawkish comments from Bank of England policymakers in the recent past, we now expect a UK rate hike of 0.25% to be announced after the next Monetary Policy Committee meeting on November 2nd....
Announcement: Moody's: Vietnam and Japan most exposed to credit impact of a potential Korea conflict
Oct 03, 2017 04:01 am UTC| Research & Analysis
Moodys Investors Service says that uncertainty over the potential for military conflict on the Korean peninsula is rising with the increasingly strident rhetoric. A conflict would have a high credit impact on Korea (Aa2...

FxWirePro: Hedge USD/TRY risks via debit put spreads as Turkey posts mixed bag of fundamentals
Oct 02, 2017 18:20 pm UTC| Research & Analysis Insights & Views
Weve seen the trade and tourism data for August on Friday: the trade data highlight continuing widening of the trade deficit despite healthy export growth -- both exports and imports have accelerated visibly during the...