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...

Inflation down under

Here come the inflation numbers – New Zealand tomorrow, then Australia next Wednesday. These are especially big events in the Antipodes, given both countries...

USD/JPY: Range term in near term, higher in medium term

We remain bullish that the USD/JPY will rise to over-115 in the medium term. This week we continue to focus on news indicating the...

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...

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...

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...

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...

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...

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...

ING Daily Forex Strategy

In another brilliant speech by an ECB official, the central bank's Chief Economist Peter Praet spoke in New York yesterday and shed important light...

GOOD TO KNOW!

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