What you may have missed and why it matters

What you may have missed and why it matters

Fixed Income Research & Macro Strategy (FIRMS) from 4x Global Research – 4 January 2019 Price action in markets deprived of tier-one macro data over the Christmas and New Year period has centred on acute volatility in US and global equities, with sizeable...
Danske Bank’s Top Trades of 2019

Danske Bank’s Top Trades of 2019

Next year’s forecasts and trades are rolling off Danske is out with their top trades for 2019 1.Short EUR/NOK A fundamentally compelling case is building for shorting EUR/NOK Growth, carry, valuation, seasonality and positioning suggest a lower cross Given...
Morgan Stanley smells an FX change coming in 2019

Morgan Stanley smells an FX change coming in 2019

Morgan Stanley out with a note on what to expect in 2019 Morgan Stanley have looked into the crystal ball to see what themes will be driving FX prices next year. They’ve also updated their forecasts. EURUSD Q1 2019 1.17 vs 1.19 prior Q2 1.20 vs 1.24 prior Q3...

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