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US Dollar: Bullish. We believe the
US Dollar: Bullish. We believe the Fed will be tightening sooner and more than the market is expecting. This underscores our bullish USD outlook, especially against currencies where we expect the central bank to ease further.
Euro: Bearish. We recommend short positioning in EURUSD and selective EUR-EM crosses. We expect the ECB to strengthen its active balance sheet management language, aiming for a 1tn expansion in assets. The ensuing crowding out of private investment might drive a reversal of the portfolio inflow surge of the past two years.
Japanese Yen: Bearish. The combination of an election, additional BoJ easing and anticipated GPIF flows should keep the yen under pressure. We believe owning USDJPY vol is a good expression of this view.
UK Sterling: Bearish. We look for GBPUSD to weaken. Market expectations for the first BOE hike have already pushed out into H2 2015. Any further moderation in data momentum and inflation further undermines the potential for a hike in 2015.
Australian Dollar: Bearish. We expect commodity prices to weaken further and believe that the upcoming overhaul of Australian financial regulation could add downside risks to AUD that markets are not be fully pricing in. As such we are AUD bears.
NZ Dollar: Bearish. Dairy prices have remained weak, reinforcing expectation for the RBNZ to stay on hold into 2H 2015, if not later.
Euro: Bearish. We recommend short positioning in EURUSD and selective EUR-EM crosses. We expect the ECB to strengthen its active balance sheet management language, aiming for a 1tn expansion in assets. The ensuing crowding out of private investment might drive a reversal of the portfolio inflow surge of the past two years.
Japanese Yen: Bearish. The combination of an election, additional BoJ easing and anticipated GPIF flows should keep the yen under pressure. We believe owning USDJPY vol is a good expression of this view.
UK Sterling: Bearish. We look for GBPUSD to weaken. Market expectations for the first BOE hike have already pushed out into H2 2015. Any further moderation in data momentum and inflation further undermines the potential for a hike in 2015.
Australian Dollar: Bearish. We expect commodity prices to weaken further and believe that the upcoming overhaul of Australian financial regulation could add downside risks to AUD that markets are not be fully pricing in. As such we are AUD bears.
NZ Dollar: Bearish. Dairy prices have remained weak, reinforcing expectation for the RBNZ to stay on hold into 2H 2015, if not later.
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US Dollar: Bullish. We believe the Fed will be tightening sooner and more than the market is expecting. This underscores our bullish USD outlook, especially against currencies where we expect the central bank to ease further.
Euro: Bearish. We recommend short positioning in EURUSD and selective EUR-EM crosses. We expect the ECB to strengthen its active balance sheet management language, aiming for a 1tn expansion in assets. The ensuing crowding out of private investment might drive a reversal of the portfolio inflow surge of the past two years.
Japanese Yen: Bearish. The combination of an election, additional BoJ easing and anticipated GPIF flows should keep the yen under pressure. We believe owning USDJPY vol is a good expression of this view.
UK Sterling: Bearish. We look for GBPUSD to weaken. Market expectations for the first BOE hike have already pushed out into H2 2015. Any further moderation in data momentum and inflation further undermines the potential for a hike in 2015.
Australian Dollar: Bearish. We expect commodity prices to weaken further and believe that the upcoming overhaul of Australian financial regulation could add downside risks to AUD that markets are not be fully pricing in. As such we are AUD bears.
NZ Dollar: Bearish. Dairy prices have remained weak, reinforcing expectation for the RBNZ to stay on hold into 2H 2015, if not later.
Euro: Bearish. We recommend short positioning in EURUSD and selective EUR-EM crosses. We expect the ECB to strengthen its active balance sheet management language, aiming for a 1tn expansion in assets. The ensuing crowding out of private investment might drive a reversal of the portfolio inflow surge of the past two years.
Japanese Yen: Bearish. The combination of an election, additional BoJ easing and anticipated GPIF flows should keep the yen under pressure. We believe owning USDJPY vol is a good expression of this view.
UK Sterling: Bearish. We look for GBPUSD to weaken. Market expectations for the first BOE hike have already pushed out into H2 2015. Any further moderation in data momentum and inflation further undermines the potential for a hike in 2015.
Australian Dollar: Bearish. We expect commodity prices to weaken further and believe that the upcoming overhaul of Australian financial regulation could add downside risks to AUD that markets are not be fully pricing in. As such we are AUD bears.
NZ Dollar: Bearish. Dairy prices have remained weak, reinforcing expectation for the RBNZ to stay on hold into 2H 2015, if not later.
Sedang diterjemahkan, harap tunggu..
US Dollar: Bullish. Kami percaya Fed akan memperketat cepat dan lebih dari pasar mengharapkan. Hal ini menggarisbawahi bullish USD pandangan kita, terutama terhadap mata uang di mana kami berharap bank sentral untuk memudahkan lanjut. Euro: Bearish. Sebaiknya posisi pendek EURUSD dan selektif EUR-EM melintasi. Kami berharap ECB untuk memperkuat neraca bahasa manajemen aktif, bertujuan untuk ekspansi 1tn aset. . Yang berikutnya crowding out investasi swasta akan mendorong pembalikan lonjakan arus masuk portofolio dua tahun terakhir Yen Jepang: Bearish. Kombinasi pemilu, tambahan BoJ mengurangi dan mengantisipasi arus GPIF harus menjaga yen di bawah tekanan. Kami percaya memiliki USDJPY vol adalah ekspresi yang baik dari pandangan ini. UK Sterling: Bearish. Kami mencari GBPUSD melemah. Ekspektasi pasar untuk kenaikan BOE pertama telah mendorong keluar ke H2 2015. Setiap moderasi lebih lanjut dalam momentum data dan inflasi semakin melemahkan potensi kenaikan pada tahun 2015. Dollar Australia: Bearish. Kami berharap harga komoditas melemah lebih lanjut dan percaya bahwa perbaikan mendatang regulasi keuangan Australia bisa menambah risiko penurunan AUD bahwa pasar tidak sepenuhnya harga di Dengan demikian kita beruang AUD.. NZ Dollar: Bearish. Harga susu tetap lemah, memperkuat harapan untuk RBNZ untuk tetap ditahan dalam 2H 2015, jika tidak nanti.
Sedang diterjemahkan, harap tunggu..
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- Tolong kirimkan foto senyum manismua
- Jangan anggap semua itu nyata
- Tolong kirimkan foto senyum manismu
- Do not assume all the real
- Take a rest
- Tolong kirimkan foto senyum manis mu
- Isopropyl alcohol poses a problem for ai
- Olla como esta
- maaf saya tidak mengerti bahasamu
- Isopropyl alcohol poses a problem for ai
- Adalah segalanya untuk mu
- I will upload the current logo for the c
- Dulu aku berdoa agar kelak bisa hidup de
- "Allah does not look at your figures, no
- I will upload the current logo for the c
- Adalah segalanya untuk kamu
- doble click power button, the led lights
- terima kasih cantik
- Janji tinggalah janji
- nama
- Take care
- EUR/USD: What To Expect If ECB Fails To
- Take care
- EUR/USD: What To Expect If ECB Fails To
