... from the IDEApro Suite
[MKT] US/European bond strategy - 29 Sep
[MKT] Treasuries and Bunds are trading about flato n the day, as are European equity indices -- while the S&P future is up by 5-10 points. But bonds stand to make further gains if share markets resume correcting.
9/29/2015 10:57:18 AM
[MKT] FX Strategy - Risk aversion fades, but...
[MKT] FX Strategy - Risk aversion fades, but JPY upside still preferred. EUR struggling to benefit from strong confidence data. GBP has potential for a sharp rally.
9/29/2015 10:33:17 AM
[INT] News & Rumours from Asia/Europe
[INT] News & Rumours from Asia/Europe - please see below.
9/29/2015 10:14:34 AM
[EUR] Surge in Eurozone economic sentiment in Sept
[EUR] The tone of the Sep EU Commission's survey on the Eurozone is even more robust than our above-consensus expectation, with the headline economic sentiment gauge turning out at 105.6 in Sep, from a downwardly revised 104.1 in Aug (prev 104.2), and contrasting with the market consensus expectation of 104.1 (we were looking for 104.6). This is the strongest reading since Jun 2011 and carries the quarterly average up to 104.6 in Q3 from 103.7 in Q2, again the strongest quarterly reading since Q2 2011. As this points to a likely pick-up in aggregate Eurozone quarterly GDP for Q3 and possibly into Q4, in theory the latest survey finding should be interpreted as a positive factor for EURUSD.
9/29/2015 9:46:21 AM
Visit the I.D.E.A. TimeMachine for more IDEA Analysis
IDEAglobal clients have been asking if we could make some revisions to the FX service
on Thomson Reuters (IDEAFX). In response we have added a number of benefits for you:
- Streamlined product structure for ease of use.
- Reordered technical pages to allow users to more quickly review our technical calls on major FX pairs.
- Daily CNH analysis (IDEAFX70) in light of the surge in FX volume seen in the offshore market over recent quarters.
Download the IDEAFX product guide here.
The new FX and FI outlook for Q2 2015 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. |
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