Commerzbank’s bearish view on EURUSD

EUR/USD’s outlook stays negative, the market last week closed below 1.1662 the 17th August low and is struggling very near term to regain this...

Societe Generale: An excess of Euro longs?

CFTC data show another jump to a new multi-year high in long Euro positions on the IMM, trumping Friday’s jobs data. It's hard to...

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...

Scotiabank: Caution Ahead Of CPI Friday

The USD is mostly lower in relatively light trade on the day so far. Last week’s USD rebound, driven by the solid US NFP...

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...

Correlation between EURUSD and EURGBP back to normal

Equity indices are still making new highs, cheering the low level of Treasury yields (and the implied low level of terminal Fed Funds) while paying...

BNP Paribas: Bearish USD sentiment at six year extreme ahead of NFPs

Bearish sentiment towards the USD is at a six-year extreme, according to BNP Paribas FX Positioning Analysis. We expect Friday’s July nonfarm payroll data to show...

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:...

Barclay’s Catalonia update: Critical week

Following the referendum this weekend, the regional government of Catalonia has called for a general demonstration on Tuesday. The more radical members of the...

Deutsche Bank’s macro strategy

Failed healthcare bill hasn't destroyed markets so far this week with the S&P 500 (+0.73% yesterday) now back at the highest level for just...

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