Upside Potential for AUD and GBP
Some upside risk for GBP after the BoE firmed plans to hike in August and PM May keeps hold of the Brexit reins. AUD looks beaten down on weak EM...
157 Views
EUR and GBP Fortunes May Diverge
Both the EUR and GBP have taken a beating in the last month. The EUR is near key support and may recover somewhat as risk aversion related to...
210 Views
IT Disruption Driving up Asia EM Currencies, GBP Risk Builds, AUD Yield Advantage Gone
Investors are pursuing gains in equity markets; in particular, EM markets that are big exporters of IT goods. These capital flows are tending to...
228 Views
Political Risk for a Number of Currencies (AUD, NZD, GBP and CAD)
It is getting harder to know where to turn with political risk in the UK palpable. A dual citizenship debacle in Australia, NAFTA negotiations...
222 Views
Bank of England Sets Glacial Hike Projections
The market had a glacial pace of hikes priced-in for the UK over the next three years, and the Bank of England Inflation Report largely reinforced...
225 Views