Tag Archives: KRW
After policy comes … valuation?
Hungary’s NBH yesterday left rates unchanged at 2.10% and said in the following press conference that
FX Quant Fund Positioning Data
During the week the SG FX Enhanced Risk Premia increased the long dollar position and substantially cut the long NZD position.
FX Quant Fund Positioning Data
The most substantial change in the positions of the SG FX Enhanced Risk Premia strategy over the week has been the cut by around a third of the long NZD position.
FX Quant Fund Positioning Data
The following are the latest weekly positions updates on Societe Generale’s FX Quant Fund which runs systematic currency strategies by SocGen’s quant analysts.
FX Daily: Back the EM Bounce
We think there is little prospect of recent country-specific crises spilling overinto other EM or DM markets.
Asia FX View Summary
China (CNY, CNH) Macro: The economy is recovering and we expect 8.1% growth in 2013 compared to 7.7% in 2012.
Emerging Markets Briefer
Cyprus, Hungary and global monetary accommodation Just as the global economy looked as if it was emerging from the Great Recession and investor confidence was returning, things turned negative.
European FX Daily
* RBA Statement of Monetary Policy dovish in tone * Chinese export and credit growth disappoint in July * Singapore GDP weaker than expected * Canadian employment likely weak