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.”
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.
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.
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.
If you wish to receive Credit Suisse FX Daily research report (and many other reports) on a daily basis, subscribe now or get a free 5-day trial. Today’s highlights: ■ EURUSD’s immediate risk stays higher for a challenge of the October 2015 high at 1.1495. ■ EURGBP stays bullish for .8009 at first then key […]
If you wish to receive Morgan Stanley FX Morning pdf report (and many other reports) on a daily basis, subscribe now or get a free 5-day trial. Morgan Stanley FX Morning – Global FX Strategy Daily Next stage of the risk rally. Investors that hadn’t participated in the risk rally may now have been seeing […]
If you wish to receive this Societe Generale research report (and many other) on a daily basis, subscribe now or get a free 5-day trial. Forex Trade Idea – Go long AUD/USD vol against USD/JPY vol (Societe Generale Research) Rationale: Low and cheap volatility spread The fair value of AUD/USD 3m vol is probably between […]
If you wish to receive this Barclays pdf research report (and many other) on a daily basis, subscribe now or get a free 5-day trial. Barclays Pdf Report – Chart of the day: Crude rally stokes energy producer FX bid The about-turn in WTI crude oil prices over the past 24-hours has forced us to […]