Analysis On Fixed Income, Fx & Equity Markets
Brazil
With dollar looking well poised to head back towards US$1.4000/EUR over the medium term, we are turning our attention towards alternative funding currencies to take advantage of high...
2008-08-22Australia
Aside from the US$ dollar's bounce against the euro, a number of other long-term technical trends in the currency markets are currently taking shape. Perhaps the most significant...
2008-08-11Malaysia
Rapidly rising inflation and a swiftly deteriorating political climate pose significant downside risks to Malaysian equities and the MYR over the medium term. We caution that both...
2008-06-19Brazil
Since President Luiz InĂ¡cio Lula da Silva took office in 2003, the Brazilian real has shown few signs of weakening. As the real continues to take out key target levels, now hovering...
2008-06-18From a technical perspective, the recent break of resistance suggests that soy prices could be headed for a run towards the March highs of 1,600 US cents per bushel (USc/Bsh). The...
2008-06-06Yesterday we spoke of the medium-term potential for oil prices to fall, in line with our core view of a dollar revival versus the euro. Mr Trichet's hawkish monetary policy rhetoric...
2008-06-06Australia
The iron ore market has certainly been red hot of late, with this year's contracts being kicked off in April with 65-71% price hikes from Brazil's Vale. Negotiations have been more...
2008-05-28Argentina
Over the long term, though, we believe that soy prices are likely to remain elevated as the threat of supply shortages amid rising global demand for both soy oil and soy meal put...
2008-05-23


