BBSP Macro Cross Asset Tactical (Weekly Paper)
In a nutshell...• INDICES, the bullish scenario still valid across the board. Highlight on SHCOMP best conviction.• FOREX, - USD mixed bag - bounce...
183 Views
When Does Political Risk Matter in New Zealand? EUR Now a High Beta Currency
EUR failed to rise on upbeat political developments. It appears that EUR is trading more like a high-beta growth currency; unusual for a low...
245 Views
Trump Is a Dead-Weight on the USD
Global investors heading into Japan equities may no longer be routinely hedging the JPY currency exposure. Equity investors, viewing the largely...
237 Views
RBNZ Not Jumping at Inflation Shadows
The RBNZ have managed to surprise again, this time in a dovish direction. They did not revise up their rate projections, still seeing rates on...
175 Views
Weaker EM FX with Euro Filling the Gap
Chartonics FX webcast Wednesday 10 May 2017Weaker EM FX ahead of a June USD low/inflectionTo view click on this link:...
286 Views