a vége felé trade ajánlás is van:
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Strategic FX Portfolio Trade Recommendations <Evan Brown, Vandit D. Shah>
Enter: 1.0900; Target: 1.000; Stop: 1.1050
Limit Order: Sell EUR/USD
Negative real yields in the core and rising risk premia in peripheral debt are a bearish combination for EUR. In general, we expect fixed income outflows to be a persistent headwind for EUR, while equity inflows are largely hedged. Greece default probabilities are rising, not falling, which keeps the risk-reward in EUR shorts skewed to the downside. In the US, we continue to view disappointing US data as transitory and expect a lift in 2Q data to boost a dovishly priced rates market. The key risk is that softness in data persists in coming months, which would signal bigger problems in the US economy and cause a meaningful USD correction.
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Strategic FX Portfolio Trade Recommendations <Evan Brown, Vandit D. Shah>
Enter: 1.0900; Target: 1.000; Stop: 1.1050
Limit Order: Sell EUR/USD
Negative real yields in the core and rising risk premia in peripheral debt are a bearish combination for EUR. In general, we expect fixed income outflows to be a persistent headwind for EUR, while equity inflows are largely hedged. Greece default probabilities are rising, not falling, which keeps the risk-reward in EUR shorts skewed to the downside. In the US, we continue to view disappointing US data as transitory and expect a lift in 2Q data to boost a dovishly priced rates market. The key risk is that softness in data persists in coming months, which would signal bigger problems in the US economy and cause a meaningful USD correction.
EUR/USD