Bonds & FX: Navigating Another Taper
As US yield rise with higher energy prices, we attempt to provide clarification in FX markets where some emerging markets are at risk of suffering...
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FX: JPY Crosses Ready to Move?
Rising yields and stable equities are providing support for USDJPY. JPY crosses are increasingly looking bullish though breaks are yet to be confirmed
205 Views
Warnings About US Economy and Dollar Overblown
The United States’ post-war record GDP contraction in Q2 of 9.5% qoq and the Dollar’s recent depreciation have been making headline news but some...
369 Views
Sell USD Rally Attempts
Dollar Index (DXY) (DXY CURNCY) sell strength near 98.00-50 in line with the Euro near 1.1120 (between 1.12 and 1.1120). Macro conviction is to...
299 Views
Risk Aversion, Not Panic, in Face of Uncertainty
Major currencies, equity markets and the price of crude oil since 8th June – the cycle low in the US Dollar – have exhibited reasonably limited...
521 Views