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LONGER TERM THEMATIC RESEARCH
China Trade: Positive for Current Account
February 14, 2019 / Jeff Ng
Amid the volatility, we see a few clear trends for China trade. One is that softer domestic demand is weakening import growth. Another is that exports to Asia and Europe remain resilient amid the uncertainty.
Wikimedia: G20 Argentina
U.S. Jobs Data Confirm Powell’s Domestic Optimism
February 01, 2019 / Kevin Harris
January’s 304,000 payroll job gain reinforces the view from this week’s FOMC meeting—the domestic economy is in good shape.
Political Risk Premium in EURGBP Overstated
January 23, 2019 / Adrian Schmidt
Don’t be deceived—simple yield spread correlations vastly exaggerate the likely scope for a GBP rally on a favorable Brexit deal.
SHORTER TERM TACTICAL RESEARCH
FX Daily Outlook & Strategy, APAC 13th February
February 12, 2019 / Adrian Schmidt
Our daily FX strategy for major markets.
Chart USD/IDR Updates: Extending Rebound
February 12, 2019 / Winston Tang
The Indonesian rupiah extended its recovery on Tuesday Asian hours.
Argentina Flows: ARS Gets Back to Target Band
February 11, 2019 / Priscila Robledo
The Argentine peso returned to the central bank's target band on Monday after being below it since January, but we don't expect it to stay there for long.
Latest Research
Peru Preview: due February 15: We expect December Proxy GDP at +5.3% y/y to close the year at 4.0%. R
1 day ago / Pedro Tuesta
Latam Foreign Exchange and Interest Rate Forecasts
1 day ago / Pedro Tuesta
Latam Summary & Highlights February 15.
1 day ago / Pedro Tuesta
Latam Psychology/Strategy February 19 - 22
1 day ago / Pedro Tuesta
Latam Weekly Outlook for February 19 - 22
1 day ago / Pedro Tuesta
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 15 Feb
1 day ago / David Sloan
Markets Overview Now! (Asia)
1 day ago / David Sloan
Emerging Markets Now! (Global)
1 day ago / Juri Kren
Latam What to Watch: February 19 - 22
1 day ago / Pedro Tuesta
US Fed's Daly -Thinks case for rate hike in 2019 isn't there
1 day ago / David Sloan
Eurozone Weekly Supply Preview: EGBs underpinned by lighter net issuance amid large cash-flows and declining supply duration with BTPs poised to outperform on Italy passing Fitch's rating review
1 day ago / Gianluca Ziglio
CFTC T.Bond and Equity Commitments of Traders Report w/e Jan 22
1 day ago / David Sloan
IMM Commitment of Traders Reports w/e Jan 22
1 day ago / David Sloan