... from the IDEApro Suite
[FRX] FX market strategy for 25 Nov
[FRX] The USD largely reversed Monday's jump on Tuesday, despite a brief gain following unexpectedly-strong US house price data. (See below for our updated FX strategy.)
11/24/2020 5:30:16 PM
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[BRL] Bigger monetary tightening expected next year
[BRL] The BRL has weakened past the USD/BRL 5.40 level and attempts by economy minister Guedes to talk the currency up (as he did yesterday) are unlikely to result in much strengthening as fiscal concerns persist along with higher inflation expectations. While Mr Guedes said that the BRL's depreciation has overshot and a USD/BRL 5.00 level is more consistent with fundamentals as well as the current policy mix and a policy (Selic) rate of 2.00%, expectations of monetary tightening next year are likely to prove BRL-supportive. The latest weekly BCB Focus survey of market expectations yesterday showed the end-2021 Selic forecast increasing to 3.00% from 2.75%, thus 100bps of monetary tightening seen next year, in line with our view too.
11/24/2020 11:43:41 AM
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[MKT] Market/Forex Technical Overview
[MKT] Market/Forex Technical Overview
11/24/2020 11:24:28 AM
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[FRX] FX market strategy update - 24 Nov
[FRX] The USD has largely reversed yesterday's jump today. NZD/USD also hit the 0.7000 figure for the first time in 2-1/2-years. (See below for our updated FX strategy.)
11/24/2020 11:20:14 AM
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IDEAglobal clients have been asking if we could make some revisions to the FX service
on Thomson Reuters (IDEAFX). In response we have added a number of benefits for you:
- Streamlined product structure for ease of use.
- Reordered technical pages to allow users to more quickly review our technical calls on major FX pairs.
- Daily CNH analysis (IDEAFX70) in light of the surge in FX volume seen in the offshore market over recent quarters.
Download the IDEAFX product guide here.
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IDEAglobal products on Bloomberg
IDEAglobal products can now be accessed on Bloomberg in two ways:
1. NH IDE. This will pull up all of IDEAglobal’s research in a newswire format, from which you can scroll down and click onto the analysis or strategy piece of interest. Additionally, based on your subscription you will also have access to IDEAglobal research within relevant Bloomberg news feeds.
2. IDGL. This provides a menu for IDEAglobal’s products, arranged by their key sections: FastTrack, Fundamental Analysis, Technical Analysis, and Strategy. This then allows the user to drill down to specific articles on the markets covered by IDEAglobal. (See example here.)
IDEAglobal's main products are:
• FX and FX options - G10 and EM foreign exchange markets
• Global Rates - G10 money and government debt markets
• EM Asia - FX and debt markets in Emerging Asia
If you have any questions or would like a trial then please contact us at
Bloomberg@ideaglobal.com.
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