CORAX: Deutsche Bank Currency Flow Analysis

Main pointsReal-money investors continue to sell euros, while systematic hedge funds remain net buyers. The CORAX index for Deutsche Bank shows that over the past two weeks, the euro has faced

CSOPOct 6 19:56

Global Markets Daily: Cross-Asset Opportunities in Oil Tail Scenarios

Main pointsThe baseline view leans toward a moderate easing, with a recommendation to allocate protected long equity positions. Goldman Sachs believes that the market is currently overpricing the

CSOPOct 2 18:26

Hungarian Forint Could Rise If Central Bank Pauses Rate Cuts, Lowers Inflation Target -- Market Talk

0759 GMT - The Hungarian forint should benefit if Hungary's central bank pauses interest rate cuts and lowers its inflation target in a decision at 1200 GMT, ING's Frantisek Taborsky says in a note.

WSJSep 22 15:59

FX Macro Quant: More constructive on the US dollar, but not based on US growth exceptionalism

Key TakeawaysThe TEAM systematic framework has shifted to a moderately bullish stance on the US dollar. This shift is not based on US growth exceptionalism within the TEAM framework, but rather

CSOPSep 18 03:29

Navigating Volatility in Central and Eastern Europe: Asset Allocation Strategies Amid Energy Risks and Local Catalysts

Main pointsCentral and Eastern Europe (CEE) interest rates are driven by energy prices, but the Hungarian forint (HUF) enjoys a relative advantage thanks to prospects of eurozone convergence.

CSOPSep 18 03:28

It is time to exercise greater caution regarding foreign exchange in emerging markets (excluding Asia).

Main pointsEmerging-market currencies are no longer cheap, and fundamental support has weakened. Deutsche Bank notes that, based on the total-return index, emerging-market currencies have risen more

CSOPSep 10 14:32