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...

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...

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...

BNP Paribas: EURGBP downside after Article 50

The Brexit news flow should slow down - European Council President Donald Tusk has said that he will present the draft of Brexit guidelines...

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...

Credit Suisse: AUDUSD near to key resistance zone

Australian 4Q16 house price data (ABS) released overnight underscored the RBA’s assessment that “there had been a build-up of risks associated with the housing...

Maybank: BoE won’t change anything?

GBP rebounded amid USD weakness (in reaction to FoMC). Pair was last seen at 1.2270 levels. Bearish momentum on daily chart is waning while...

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...

ING: Today’s FOMC will set the tone for the year

A 25bp hike, taking the Fed Funds target range to 0.75-1.00%, is fully priced for tonight’s FOMC (18GMT/19CET). There will be plenty of fresh...

Morgan Stanley Trade of the week

Morgan Stanley is closing EUR shorts. Despite the universally strong reading of the US February labour market report, the USD came under broad selling...

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