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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.
Aon's 2018 Global Terrorism and Politcal Risk Maps