البنوك
-

USD/JPY: Recovery risks for carry trades – Societe Generale
Societe Generale analysts argue that the Japanese Yen remains significantly undervalued versus the Dollar on a purchasing power parity basis,…
اقرأ المزيد » -

GBP: Political risks build but currency holds – MUFG
Derek Halpenny at MUFG highlights that United Kingdom (UK) Gilt yields have jumped sharply, echoing past episodes of political and…
اقرأ المزيد » -

Fed: Warsh’s policy shift and Dollar outlook – Commerzbank
Commerzbank economists Bernd Weidensteiner and Christoph Balz assess how incoming Fed Chair Kevin Warsh could reshape U.S. monetary policy and…
اقرأ المزيد » -

USD/BRL: High carry keeps Real in focus – ING
ING’s Chris Turner calls Brazil one of his preferred emerging markets, citing strong terms of trade, buoyant equities and expectations of 100bp…
اقرأ المزيد » -

NZD/USD: Market pricing aggressive RBNZ tightening path – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports NZD/USD has rebounded toward 0.6000 on broad US Dollar (USD) weakness, nearly erasing…
اقرأ المزيد » -

Fed: Warsh’s challenge and Q4 cuts – BNY
BNY’s John Velis reviews the April Federal Open Market Committee (FOMC), highlighting four dissents against the easing bias and implications…
اقرأ المزيد » -

EUR/GBP: Political strains and BoE doubts – Commerzbank
Commerzbank’s Michael Pfister argues that recent strength in the Pound (GBP) is unlikely to last, as ambitious Bank of England…
اقرأ المزيد » -

AUD/USD: Consolidation risk after RBA pause – Societe Generale
Societe Generale strategists note AUD/USD has pulled back after the Reserve Bank of Australia (RBA) delivered a third 25bp hike to 4.35%…
اقرأ المزيد » -

EUR/USD: Gas risks threaten fair value – ING
ING’s Chris Turner warns that higher natural gas prices could become a fresh headwind for the Euro (EUR). He reiterates ING’s view…
اقرأ المزيد » -

Gold – Range trade persists amid mixed drivers – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong describe Gold as consolidating after rebounding from 4510, with high Oil prices still complicating…
اقرأ المزيد »







