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bearish
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Cross Asset Strategy
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29 Jan 2021 14:43
Where to Prepare for the 'Gain' in Equities
As we correct down in many equity indices, this note attempts to identify levels where markets are likely to be supported
Shyam Devani
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408 Views
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bearish
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Cross Asset Strategy
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19 Jan 2021 15:10
The Pain and the Gain in Equities and FX
New year celebrations are over and there are bumps along the road for Equity and USD trends - beware we are going over one now.
Shyam Devani
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374 Views
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bullish
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KRW
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17 Jan 2021 08:53
USD Acceleration Points that Will Bleed into Equity Risk
Our bet was that a USD low near DXY 89 would front run a risk off cycle for equities. Focus is on upside acceleration levels that would bleed into...
Thomas Schroeder
292 Views
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bullish
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KRW
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11 Jan 2021 12:18
USD Bull Cycle to Inflect Risk Asia
We have been buying the USD versus weaker Asian FX and now seeing a low in the USD/SGD. DXY 89 low/rally touted to front run a January risk event...
Thomas Schroeder
268 Views
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bearish
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USD
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05 Jan 2021 00:21
Monthly Currency Seasonality: Down and Out?
Covid-19 pandemic and national lockdowns in 2020 wreaked havoc with historical monthly seasonal patterns for developed and EM currencies. But what...
Olivier Desbarres
305 Views
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