Deutsche Bank: Preview of BoJ meeting

We expect the BoJ to maintain its current monetary policy following meetings today and tomorrow. Our economist pointed out the lack of a need...

Danske Bank: EURUSD will hit 1.22

On Friday, the US jobs report came out better than expected with a fall in the unemployment rate and unchanged wage growth (against expectations...

Changing view on sterling: early elections a game-changer

This morning's announcement from PM May of a snap general election on the 8th June is in our view a game-changer for both the...

Six unrelated thought about the market

Before another #SuperThursday HSBC analytic, Brent Donnelly prepared six unrelated thought about the current state of the market. Take a look and decide if he's...

Unicredit: Post-FOMC, pre-BoE trading

The USD crumbled across the board yesterday. Our interpretation of the market response to the Fed hike and communication is that investors believe that...

JPY acting out

The JPY has not been behaving itself this year, decoupling from its famous relationship with US yields. US 10Y nominal yields and the US-Japan...

Nomura US data preview

Nomura analysts publish their view on today's US macroeconomic data. What should we expect from ADP employment report and ISM npn-manufacturing PMI?  ADP employment report:...

HSBC: Sell AUDUSD

We recently argued both the AUD and the NZD have rallied a lot more than would have been suggested by movements in the rates...

Macr-On vs Le Pen is Risk-On

The first round results of the French election threw the market no surprises. Emmanuel Macron has come first and Marine Le Pen has come...

ING: Window of opportunity on EUR

The spotlight today is on the release of the Sep ECB minutes (1330 CET). While historically these post-meeting minutes have had a pretty muted...

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