by Ryan Littlestone | February 28th, 2020, 11:41:01 | Research
4X Global Research Fixed Income Research & Macro Strategy (FIRMS) – 27 February 2020 In reaction to the coronavirus epidemic governments across the world have enacted measures unprecedented in recent decades, including closing national borders, setting up...
by Ryan Littlestone | November 26th, 2019, 12:53:28 | Research
Fixed Income Research & Macro Strategy – 4X Global Global FX volatility has fallen further in the past month to its lowest level since September 2014 according to our estimate (see Figure 1). Volatility in most major currencies has either fallen or only...
by Ryan Littlestone | October 9th, 2019, 15:29:34 | Research
Fixed Income Research & Macro Strategy (FIRMS) 8 October 2019 It is perhaps obvious that Personal Consumption Expenditure (PCE) or consumer demand is critical to US economic growth. PCE growth has accounted for over 80% of US real GDP growth since end-2013 (see...
by Ryan Littlestone | September 13th, 2019, 12:01:33 | News, Research
Fixed Income Research & Macro Strategy (FIRMS) – 12 September 2019 Not a day passes without the media and US President Trump pointing the finger at “currency wars” and “competitive devaluations”. The thrust of the argument is that central banks across the world,...
by Ryan Littlestone | August 21st, 2019, 21:54:43 | Research
A great analysis piece by ForexFlow platform member Jorge Celio MXN My main driver on MXN has and continue to be Remittances. The slow down makes me nervous. In terms of positioning will have a cautiously approach. I would be a seller of EURMXN on any EUR strength. ...
