Hibor plunge gives wings to carry trades, sustainability in question

Carry trading has been a popular strategy in the world of ...

March 7, 2023, 11:39 am

Volatile swings in the nzd/aud cross-rate produce risks and opportunities

Roger J Kerr says Australia will out-perform New Zealand in the GDP economic growth stakes this year, but the interest rate ...

March 5, 2023, 10:29 pm

Only one of deutsche bank's 3 reasons to be bullish euro is performing well

Deutsche Bank's 3 "pillars' of their bullish EUR view are (in brief):

1. EUR growth is turning back up, ECB terminal rate pricing continues...

   March 2, 2023, 2:21 am

Polish court upholds xtb's $2.2m fine over differential slippage from 2018

The Polish Supreme Administrative Court (NSA) dismissed the cessation appeal filed by XTB (...

March 1, 2023, 11:56 am

Usd/jpy forex technical analysis – favorable rate hike differential puts 139.586 on radar

USD/JPY underpinned by rising Federal Reserve rate hike expections and dovish outlook for Japanese Yen interest rates. The post USD/JPY Forex Technica...

February 26, 2023, 9:51 pm

Eur/usd: the direction of travel is to the 1.0450/1.0500 area – ing

EUR/USD closed below 1.0700 on Thursday. Economists at ING believe that the pair could plummet to the 1.0450/1.0500 zone. “The two-year EUR/USD swap...

February 17, 2023, 8:44 am

Kimbell royalty partners: weak near-term ng prices weigh on 2023 projections

Kimbell's production for 2023 may be around 55% to 60% natural gas. The combination of near $3 Henry Hub gas, wider than normal ...

February 15, 2023, 1:47 am

Russia plans to fix urals crude differential at -$20 to brent - report

Russia is planning to fix the differential for its main crude export -- urals -- to minus $20 from b...

February 10, 2023, 4:20 pm

Bank of japan (boj) - foreign exchange market intervention

As interest rate differentials widen between Japan and other major economies, the Japanese Yen continue...

February 6, 2023, 12:30 pm

Eur/usd: there is not much resistance now until the 1.12 area – ing

Economists at ING ntoe that there is a clear path toward the 1.12 level. “A sharp narrowing in rate differen...

February 5, 2023, 7:14 pm

Eur/chf to remain well supported amid widening ecb/snb policy divergence – cibc

Although we expect additional SNB pro-activity, we expect the bank to be less activist than its ECB counterpart.” “Narrowing growth ...

January 31, 2023, 10:44 am

Gear energy: 11+% yielding bet on shrinking wti-wcs price differential

Gear Energy exited 2022 in a solid financial position with very little net debt. The 2023 guidance suggests CAD$31M in dividends to be paid entirely f...

January 25, 2023, 1:30 am

Deutsche bank: we are bullish on eur/usd and target 1.15

Deutsche Bank is out with a note today highlighting trading themes for 2023 and argues that global growth should be more balanced this year, sappin...

January 9, 2023, 8:40 pm

Orthopediatrics: differentiated offering in paediatric orthopaedics

OrthoPediatrics is a niche operator within the paediatrics segment of the orthopaedics market. As such, it is a key ...

January 2, 2023, 2:57 am

Antero resources: free cash flow for 2023 now projected at $1.6 billion

Near-term natural gas prices have been negatively affected by the drawn out process of getting Freeport LNG restarted. Antero benefits from its firm t...

December 28, 2022, 9:51 pm

Obsidian energy: lower heavy oil prices may result in it modifying its 2023 plans

Obsidian is deferring its 2023 guidance and budget until January. Heavy oil differentials are factoring...

December 20, 2022, 2:18 am

Snb to raise key policy rate by 50 bps this week - reuters poll

• 18 of 28 economists see a 50 bps rate hike
• 9 of 28 economists see a 75 bps rate hike

S...

December 12, 2022, 11:13 am

Sell gbp/chf targeting 1.11 - anz

ANZ Research likes short GBP/CHF exposure in spot targeting a move towards 1.11.

"We do not expect the broad November 2022 rally in the GBP t...

December 8, 2022, 8:15 pm

Ieur shows european discount, but it's there for a reason

We continue to track differentials between US and EU equity market discounts thanks to broad, diversifi...

December 6, 2022, 10:54 am

Fx year ahead 2023: recessions and trend reversals

The US dollar steamrolled every other major currency this year, capitalizing on a perfect storm of widening interest rate ...

December 6, 2022, 1:55 am