Menu

Monthly archive October, 2016

Preview: Fed Speaks: Fed Dudley, Fed Bullard, Fed Evans, Fed Powell – Barclays

New York Fed President Dudley (FOMC voter) speaks: Dudley makes introductory remarks to event on the evolving structure of the US Treasury market. We do not expect substantive monetary policy content.

St. Louis Fed President Bullard (FOMC Read More →

The USD Rally & The EUR U-Shaped Path – BofA Merrill

The USD rally:

A modest USD rally is in progress that we believe has more room to run. A month ago we argued for range-bound USD gains for the rest of the year. Since then, the USD has appreciated Read More →

Week Ahead: If In Doubt, Stay Long FX Carry Trades – Credit Agricole

G10 FX carry trades are in demand once again supported by abating political uncertainty ahead of the US presidential elections, generally resilient global data and expectations of only cautious Fed tightening from here.

In addition, markets have, for now, Read More →