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Global Strategy - FX

The euro looks weak across the board following this month's ECB meeting. We are bearish the euro outright against the Mexican peso in our global asset class strategy, and maintain our long-held...

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Inflection Point Reached In Crisis

Russian President Vladimir Putin's call for the postponement of May 11 referendums on independence in east and south Ukraine marks a step towards a de-escalation of tensions in Ukraine

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Global Commodities Strategy

A decisive push above USD19,000/tonne by nickel prices illustrates renewed impetus for H114 rally and USD22,000/tonne looks attainable in the coming weeks. We continue to forecast weakness in H214 as...

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