FX
Exclusive AUD - guidance
Despite the strength of the market’s conviction about the direction of policy this week, the AUD is the third worst performing G10 currency measured over the past 5 days.
Research
Exclusive EUR - frying pans and fire
In our view, European political risks are likely to keep the single currency on the defensive going forward.
Research
Exclusive GBP - dull is good
The lack of reaction in both the gilts market and the pound to today’s UK budget will thus likely be seen as a measure of its success by UK Chancellor Healey.
Research
Exclusive JPY - safe haven?
The JPY is the second best performing G10 currency in the half year to date after the NOK.
Research
Exclusive CFTC Speculators' FX Positioning: AUD - Stretched
AUD net shorts have moved higher for the sixth week in a row, to the highest level ever at more than 127 thousand contracts.
Research
United Kingdom: Future Nostalgia
The UK wanted autonomy but geopolitical reality is pulling it back towards Europe.
Research