Deutsche Bank Trade Idea of the week
Rates pricing for the RBA remains too hawkish, in our view, with 40bps of tightening baked into the curve for next year.
Our economists expect...
Deutsche Bank: Trading payrolls
There is a widely held belief that the market is apt to dismiss a weak US employment report as hurricane distorted, while responding more...
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...
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:...
Rabobank on the BoE and GBP
In September, GBP was the best performing G10 currency on the back of the step up in hawkish commentary from the BoE. In our...
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 is selling EURGBP
A BoE hike in November is now close to fully priced, but the bar for the MPC not to hike is very high as...
Deutsche Bank view on USDJPY
Recent days have seen a renewed concentration of positive news. Fed Chair Janet Yellen's recent hawkish comments made market participants refocus on the strength...
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...
Lloyds Bank: Payrolls, OPEC and dollar strength
Another solid US employment report on Friday and subsequent price action suggests that the broader USD can move into a consolidation/correction phase, with US...