Trade Ideas
2017 Global Market Outlook – Focus on Europe
Core scenario: Global reflation to get a boost from a recovery in consumption and investment as political risks ease in Europe. Trump’s tax cut plan is likely positive for ‘reflation’. Asia and Emerging Markets are benefitting from a rebound in global trade.
Top Trade Ideas 2017 from Credit Suisse
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.
Trade of the Week from Barclays – Sell USDMXN
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).
Societe Generale Research – Trade Idea: Go long AUD/USD vol against USD/JPY vol
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 […]