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[USD] DJIA/S&P 500 Index Technical Updates
[USD] DJIA/S&P 500 Index Technical Updates.
11/21/2014 9:04:56 PM
[MKT] European & N.American News & Rumors: 21/11/14
[MKT] European & N.American News & Rumors: 21/11/14 please see below
11/21/2014 8:02:21 PM
[INT] Asia FX strategy: for 24/11/14 USD mixed
[INT] Surprise China rate cut may not have a lasting impact on commodity currencies. Meanwhile, JPY short covering should continue to 116.00, while USD v Europe remains rangebound.
11/21/2014 6:17:08 PM
[USD] The US Week Ahead: 24 - 28 November 2014
[USD] Markets in the US receive a number of releases throughout much of the holiday-interrupted week ahead (Thanksgiving holiday). Beginning on Monday, markets receive Markit services PMI. On Tuesday, markets receive GDP (expect some downward preliminary revisions towards +3.3% for 3Q14), S&P/Case-Shiller house prices (expect further deceleration in the composite-20 y/y measure around +4.60% for September) and consumer confidence releases (expect a modest increase in the headline measure towards 95.0 for November).
11/21/2014 5:19:24 PM
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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....
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