Ranked #1
Morning Macro Call - 28.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 28.09.2020 | VP FX & Macro Strategy
Whilst the first Presidential TV debate between Trump and Biden this week may put the US election event risk at the fore... Read more
28 Sep 2020
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13mins
Ranked #2
Morning Macro Call - 25.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 25.09.2020 | VP FX & Macro Strategy
Guest speaker Andreas Steno Larsen (Nordea) shares his views on where next for EUR/USD, why the Fed's new inflation-targ... Read more
25 Sep 2020
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13mins
Ranked #3
Morning Macro Call - 24.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 24.09.2020 | VP FX & Macro Strategy
We're joined by guest speaker Michael Brown from Caxton FX to discuss where global markets go given the narrative vacuum... Read more
24 Sep 2020
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16mins
Ranked #4
Morning Macro Call - 21.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 21.09.2020 | VP FX & Macro Strategy
Whilst the US election run-in has been rocked by the passing of Ruth Bader Ginsburg – the more pressing concern for mark... Read more
21 Sep 2020
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14mins
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Ranked #5
Morning Macro Call - 18.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 18.09.2020 | VP FX & Macro Strategy
The latest round of meetings has shown how G10 & EM central banks are now clearly taking different policy routes dur... Read more
18 Sep 2020
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18mins
Ranked #6
Morning Macro Call - 15.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 15.09.2020 | VP FX & Macro Strategy
In the absence of any Fed dovish surprises at the Sep FOMC meeting - we think there'll be little for cross-markets to cl... Read more
15 Sep 2020
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17mins
Ranked #7
Morning Macro Call - 11.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 11.09.2020 | VP FX & Macro Strategy
Whilst the ECB's inflation credibility problem remains an issue given where EUR is trading, the BoE has its own inflatio... Read more
11 Sep 2020
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15mins
Ranked #8
Morning Macro Call - 07.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 07.09.2020 | VP FX & Macro Strategy
We cover 4 possible scenarios for this week's ECB meeting (Thu) – where we think the baseline expectations are for a dov... Read more
7 Sep 2020
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16mins
Ranked #9
Morning Macro Call - 04.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 04.09.2020 | VP FX & Macro Strategy
First Friday of the month – which means one thing: US nonfarm payrolls day. 'Consensus' is looking for +1350k jobs added... Read more
4 Sep 2020
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10mins
Ranked #10
Morning Macro Call - 03.09.2020 | VP FX & Macro Strategy
Morning Macro Call - 03.09.2020 | VP FX & Macro Strategy
Short-term interest rate expectations in the UK have fallen by more than their equivalent in any other developed market ... Read more
3 Sep 2020
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16mins
