The Market Sentimentalist: Political And Emotional Discord
SummaryWe review the UK political landscape following the dramatic shifts observed in UK crowd sentiment data following the recent general election...
136 Views
RBNZ to Remain Dovish
At its 11 May policy meeting, the RBNZ was surprisingly dovish, tending to dismiss the rise in Q1 inflation as largely temporary, and forecasting...
85 Views
Dollar Saved by the Fed
The USD was in crucial danger of being slammed last week after weak CPI inflation data, but has been saved by the Fed sticking to its guns. The...
123 Views
BBSP Macro Cross Asset Tactical (Weekly Paper)
In a nutshell...• INDICES, the bullish scenario still valid across the board. Highlight on SHCOMP best conviction.• FOREX, - USD mixed bag - bounce...
133 Views
When Does Political Risk Matter in New Zealand? EUR Now a High Beta Currency
EUR failed to rise on upbeat political developments. It appears that EUR is trading more like a high-beta growth currency; unusual for a low...
126 Views