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LONGER TERM THEMATIC RESEARCH
Wikimedia: People's Bank of China
China: Quantitative Easing an Option?
March 19, 2019 / Jeff Ng
China: Quantitative Easing an Option?
SARB Nationalization: Beyond a Political Slogan?
March 12, 2019 / Francesca Beausang
South African President Cyril Ramaphosa’s announcement on March 7 that the South African Reserve Bank (SARB) would be nationalized. Nationalization in and of itself does not equate with a SARB mandate change. However, it could evolve toward one.
India: Trump’s Next Target
March 06, 2019 / Charu Chanana
With the U.S.-China trade war on a temporary truce, Trump is starting to go after his next target. He decided to end preferential trade treatment for India, which allows a duty exemption on more than $5 billion worth of its goods coming into the U.S. This comes on the grounds of a lack of market access from India, especially at the expense of U.S. dairy suppliers and medical device manufacturers.
SHORTER TERM TACTICAL RESEARCH
Indonesia Flows: USD/IDR Remains Unperturbed by Some Risk Aversion
March 20, 2019 / Jeff Ng
USD/IDR remains relatively range-bound ahead of FOMC and BI meetings later this week.
Latam Psychology/Strategy March 20
March 19, 2019 / Pedro TuestaOur daily Latin American FX and fixed income calls.
US Chart DJIA Update: Long-term Signals Such as Death Crosses and Golden Crosses Don't Work Well in a Short-term Market From Oct Top to Dec Bottom
March 19, 2019 / Rob Zukowski
Today's golden cross could grab some headlines, but we don't have confidence that it's a trustworthy signal in the current market.
Latest Research
Latam Foreign Exchange and Interest Rate Forecasts
1 day ago / Pedro Tuesta
Latam Summary & Highlights March 22.
1 day ago / Pedro Tuesta
Latam Psychology/Strategy February March 25 - 29
1 day ago / Pedro Tuesta
Markets Overview Now! (Asia)
1 day ago / David Sloan
FX & Money Markets Now! (Asia)
1 day ago / Adrian Schmidt
Asian Markets Now! (Global)
1 day ago / Jeff Ng
US North American Summary and Highlights 22 Mar
1 day ago / David Sloan
Mexico FX - MXN long positions at IMM up by US$1.28bn to US$3.23bn in w/e March 19
1 day ago / Pedro Tuesta
Latam Weekly Outlook for March 25 - 29
1 day ago / Pedro Tuesta
Latam What to Watch: March 25 - 29
1 day ago / Pedro Tuesta
Emerging Markets Now! (Global)
1 day ago / Juri Kren
CFTC T.Bond and Equity Commitments of Traders Report w/e Mar 19
1 day ago / David Sloan
IMM Commitment of Traders Reports w/e Mar 19
1 day ago / David Sloan
Colombia: Banrep keeps overnight lending rate at 4.25%. Neutral Guidance
1 day ago / Pedro Tuesta
Colombia Jan Economic Activity Index SA YoY 2.2% y/y (Prev: 1.9 Mkt: 2.8 4CAST: 2.6)
1 day ago / Pedro Tuesta