Daily Look

Idea of the Day After the much weaker than expected US jobs report on Friday, the dollar is on the defensive and once again expectations of a dollar bull run …

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Asian markets concluded the second week of 2014 mixed, with the Shanghai Composite down 0.7% while the Hang Seng and Nikkei closed in positive territory, at 22,846 (+ 0.26%) and …

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The euro is back to levels that were prevailing ahead of the ECB press conference. The tough talk from Draghi pushed EURUSD lower but the issue is how it whether …

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The focus today and main risk for volatility comes from the ECB press conference, with only limited chance of a change in policy seen today. Since the last cut in …

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Idea of the Day The dollar is only marginally firmer compared to the middle of December when the Fed announced the start of tapering. This is because it was done …

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Idea of the Day We wrote yesterday about the obsession with central banks and how this may impact FX, but it’s not always obvious. Six months ago, investors were convinced …

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Idea of the Day The thinking is that this is the year that central banks really start to drive currencies again, with the US Fed having started tapering, whilst the …

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Idea of the Day There was a decent bounce-back in the Aussie overnight, once again proving that although the Australian currency may be down, it’s certainly not giving up the …

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Idea of the Day For markets at least, the strength of the euro was the main surprise going into the end of last year. Some of this strength was based …

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Ideas of the Year A look into 2014 for our last Daily Brief of the year. Our strongest conviction is with the Aussie, seeing it near the 0.80 level towards …

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