HSBC: ECB Tomorrow. What to expect?
Since the 2013/2015 US taper seems like a pretty good analog to the ECB story, the chart below is a reminder of the time...
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...
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...
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...
Lloyds Bank on GBP/USD
This weekend’s G7 summit in Italy saw German Chancellor Angela Merkel deliver the stark message that reliable relationships developed since World War II “are...
BoE won’t be as hawkish as expected, which will weaken the pound, ING experts...
The last few weeks were a period of strong strengthening of the British currency. Interestingly, this happened despite numerous obstacles, such as the fuel...
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...
Danske Bank on oil
The rout in oil markets continuesto hunt financial markets. Yesterday, most USstocks fell, with notably energy and industrial shares leading the declines, which overshadowed...
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...
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...
