…ch as 15% undervalued • We remain neutral for now given US election risks are likely to remain high in the near term By Claudio Irigoyen and Ezequiel Aguirre Chart of the day: MXN may be as much as 15% undervalued Source: BofA Merrill Lynch Global Research, Bloomberg Trump’s effe...
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…variance spread Abhinandan Deb Eurostoxx 2y/3y put calendar Abhinandan Deb Short EUR/SEK Kamal Sharma Long USD/CNY call Claudio Piron FX Short GBP/USD Kamal Sharma Long USD/AUD Ian Gordon Long RUB/ZAR David Hauner 2s-5s-10s fly Shyam S.Rajan Fixed Income Short US 10y real rates S...
Stress testing CNY Claudio Piron Yang Chen Merrill Lynch (Singapore) Merrill Lynch (Hong Kong) claudio[email protected] [email protected] Gabriele Foa Ronald Man MLI (UK) Merrill Lynch (Hong Kong) [email protected] [email protected] SiEESS testing CNY We stress test China’...
…LPF&S +1 646 855 8749 [email protected] Kamal Sharma FX Strategist MLI (UK) +44 20 7996 4855 [email protected] Claudio Piron Emerging Asia FI/FX Strategist Merrill Lynch (Singapore) +65 6591 0401 claudio[email protected] David Hauner, CFA EEMEA Cross Asset Strategist M...
Best Carry Trades Claudio Irigoyen Mai Doan MLPF&S MLI (UK) claudio[email protected] [email protected] Rohit Garg Vadim laralov Merrill Lynch (Singapore) MLPF&S [email protected] [email protected] Carry trades and blond swans ¢ We do not expect traditional carry trades s...
…variance spread Abhinandan Deb Eurostoxx 2y/3y put calendar Abhinandan Deb Short EUR/SEK Kamal Sharma Long USD/CNY call Claudio Piron FX Short GBP/USD Kamal Sharma Long USD/AUD lan Gordon Long RUB/ZAR David Hauner 2s-5s-10s fly Shyam S.Rajan Fixed Income Short US 10y real rates S...
…y #VoteLeave today defying all 13:13 - CEST | Kingdo scaremongering #Brexit #LeaveEU #EUref m TerzoDiritto | RT @La7tv: Claudio Borghi (Lega): "In una democrazia | 23 Jun 2016, | Roma 4 | negative A’ il popolo che deve poter scegliere, non i 13:13 - CEST tecnocrati." #Brexit http...
…her we can make Britain 'Great' again by #VoteLeave today defying all scaremongering #Brexit #LeaveEU #EUref RT @La7tv: Claudio Borghi (Lega): "In una democrazia è il popolo che deve poter scegliere, non i tecnocrati." #Brexit https://t.co/rYN5aLg… The latest KORUSCONSULT täg...