Economics Thinking No. 32 by UniCredit Research. The bottom line of this report: “While Mr. Trump might have a valid point in reducing tax pressure on American corporations, it would be much wiser to pursue some form of international policy coordination at the OECD level, to shelter tax revenues, avoid a “race to the bottom” and better regulate tax havens. However, this multilateral approach is miles away from Mr. Trump’s unilateral way of seeing the world.”
In this latest FX Views report Goldman Sachs analysts share their thoughts on USD from the current political perspective and macro economic data.
The bottom line: “We remain firmly convicted RMB bears and, in the broader context, Dollar bulls.”
Weekly market commentary from CitiFX Technicals presenting charts of the week with 3 themes in focus: 1) medium term bullish USD view; 2) several currency pairs in Local Markets (USDZAR, USDBRL and USDCLP); 3) Asia FX – USD looks vulnerable again.
As a supplement to their 2017 Global Outlook, Credit Suisse market strategists have highlighted what they believe will be some of the top trades for financial markets in 2017. In this post we present the core views of Credit Suisse strategists for their markets and their preferred trades for the year ahead.
Barclays FX Thoughts for the Week Ahead – a report covering most important topics in FX space for the coming week (weekly events overview, trade of the week, data calendar).
Morgan Stanley FX Pulse weekly market research including the following chapters: FX Overview, Long-term JPY outlook, Strategic FX Portfolio Trade Recommendations, G10 and EM Currency Summaries, Global Event Risk Calendar, Macro forecasts and FX forecasts.
CFTC Commitment of Traders research report from Deutsche Bank team prepared by strategists Oliver Harvey and Robin Winkler.
BNP Paribas Global FX Plus weekly research report that covers FX Recommendations, FX Weekly Key Themes, G10 Themes, Local Markets, FX Volatility Focus, FX Positioning Analysis, Economic Calendar and Forecasts.
ECB review by UBS, a leading foreign exchange provider. UBS on the ECB’s QE. Discover possible EUR/USD scenarios in this UBS Global FX Strategy research.
Weekly publication from Societe Generale Cross Asset Research team covering Recent Forex strategy highlights, Technicals, Volatility, Emerging markets, Quantitative analysis, Trade summary, G10 FX Forecasts, EM FX Forecasts and Calendar.