Nomura – EUR versus the Antipodeans

Nomura – EUR versus the Antipodeans

Nomura – EUR versus the Antipodeans   EUR/AUD and EUR/NZD have been on a bit of a rollercoaster over recent weeks. The more positive tone from President Draghi should refocus the market on the looming shift by the ECB. This, and the flow backdrop, should...
Barclays – UK Surprise: GBP lustre lost

Barclays – UK Surprise: GBP lustre lost

Barclays – UK Surprise: GBP lustre lost   Likely slim coalition government raises Brexit risks; we cut GBP longs vs EUR and AUD ·      UK leadership uncertainty to raise near-term GBP volatility with downside skew. ·      Medium-term GBP appreciation still...
Barclays UK Election – Summary of Views

Barclays UK Election – Summary of Views

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Deutsche Special Report – UK election night preview

Deutsche Special Report – UK election night preview

Deutsche Special Report – UK election night preview   Opinion polls have narrowed significantly as the election approaches, from highs of a 20 point Conservative lead over Labour to current poll average of 7pp at the time of writing. While current polling...
Nomura – Waiting for inflation – ECB preview

Nomura – Waiting for inflation – ECB preview

Nomura – Waiting for inflation – ECB preview   We are in line with the consensus in expecting all the ECB’s key policy parameters to be left unchanged at this week’s ECB meeting on 27 April. The markets will focus instead on the forward guidance, but...