Thailand Swaps : Bullish Flattening Expected
Thailand 6-month reference rate should remain capped below 1,40%. THB (USDTHB CURNCY) outright swaps are showing elements of bearish reversal...
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Thailand: Trump's Guinea Pig?
“Thailand is a currency manipulator!” The chances of the US Treasury’s next semi-annual report on the FX policies of its trading partners, due in...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
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Global: 18 for '18 - Part 2
Our next batch of non-consensus calls for 2018 shifts gears to emerging markets. Specifically: India will regain its crown as the fastest...
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Thailand: Dodging A Bullet
The US Treasury's latest semi-annual report on currency manipulation ignored Thailand. The authorities in Bangkok must be breathing a sigh of...
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