22 Jan 2014
Flash: High conviction FX views for 2014 - JPMorgan
FXstreet.com (Barcelona) - JPM’s high-conviction views entering 2014 can be found below.
Key Quotes
"Higher Treasury and bunds yields; tighter peripheral spreads; modest gains on the USD index (1%-3%); USD strength versus JPY, AUD, IDR, MYR and TRY; USD weakness vs CNY and KRW; GBP outperformance on the European crosses; continuation of the EUR/CHF range; NZD outperformance within the commodity FX bloc; and MXN outperformance within Latam."
Key Quotes
"Higher Treasury and bunds yields; tighter peripheral spreads; modest gains on the USD index (1%-3%); USD strength versus JPY, AUD, IDR, MYR and TRY; USD weakness vs CNY and KRW; GBP outperformance on the European crosses; continuation of the EUR/CHF range; NZD outperformance within the commodity FX bloc; and MXN outperformance within Latam."