Monthly archive July, 2016

USD, EUR, GBP, CHF, CAD, AUD, NZD: Weekly Outlook – Morgan Stanley

USD: Lower USD for Now. Bearish.

This week's Fed meeting has done little to change our view that USD is likely to remain weak in the coming months. While the Fed inserted a line about diminished risks, this is Read More →

USD Looking South; The Pain Trade Has Started – Morgan Stanley

USD looking south: The Fed has little to gain by hiking rates early. Hence, we regard the recent rise in real US yields that has supported the 4% USD rally seen since May as unsustainable. Our long-held framework suggesting a Read More →

Week Ahead: FX Vol Set To Rise; USD/JPY Set To Stabilize – Credit Agricole

The holiday season is in full swing and for some this may mean that markets will settle down as liquidity dries up in the coming weeks.

Our evidence suggests that FX vol tends to go up in August, however, Read More →