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[USD] DJIA/S&P 500 Index Technical Updates
[USD] DJIA/S&P 500 Index Technical Updates.
12/19/2014 9:40:44 PM
[MKT] European & N.American News & Rumors: 19/12/14
[MKT] European & N.American News & Rumors: 19/12/14 please see below
12/19/2014 6:49:11 PM
[INT] Asia FX strategy: 22/12/14 Waiting for 2015
[INT] Through the Christmas period the oil price stabilisation should bring quieter conditions, though we see the USD as being well underpinned.
12/19/2014 6:06:27 PM
[GBP] The week ahead in the UK
[GBP] UK markets are closed on Thurs & Fri for the Christmas & Boxing Day holidays, but prior to that a handful of statistics will be released. The BoE also publishes its record of the Dec 8 & Dec 15 FPC policy meetings. In terms of the economic indicators, Q3 current account data and the final reading of Q3 GDP are on show, with the risk that the latter is revised slightly higher. The BBA also publishes its Nov estimate of the volume of mortgages approved by banks.
12/19/2014 5:19:08 PM
Visit the I.D.E.A. TimeMachine for more IDEA Analysis
The new FX and FI outlook for Q3 is now available. Key themes including
a further rerating of GBP in the coming months, as interest rate spreads cause
a further upleg. USD should be choppy on the majors, though into 2015 we still
forecast a major rerating. |
Please click on the link to watch the webinar that comes with the report:
Q3 2014 FX/FI Webinar
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IDEAglobal has published the 2014 Q2 FX Outlook|
USD bulls: IDEAglobal would argue that the change in the Fed balance sheet is more important for the USD than the outstanding size of the Fed balance sheet. Chart 1 shows that when the balance sheet expansion ebbed in 2011, the USD gained ground. This could be a function of Fed flows partially seeping abroad, but also that slower new flows reduce the increase in global risk taking. As the Fed tapers its bond purchases through 2014, we would expect this factor to gain momentum and help the USD rise....
For the full quarterly FX report please e-mail firstname.lastname@example.org
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