USD/CNH as Reflation Hopes Build: Q2 Top Trading Opportunities

While USD/CNH has rebounded from a two-and-half year low, the Federal Reserve’s dovish-tilted policy guidance and the PBOC’s neutral stance suggest that the currency pair may lack significant upsid…

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AUD Q2 2021 Fundamental Forecast

The Australian Dollar appreciated against its US counterpart during the first quarter of 2021 with AUD/USD briefly trading above the 0.8000 handle in February.

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Oil Q2 2021 Fundamental Forecast

The strong bid beneath crude oil broadly tracked market optimism surrounding covid vaccine developments, massive fiscal stimulus packages, and improved outlook for global GDP growth.

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Short EUR/NOK: Q2 Top Trading Opportunities

A stronger Krone will weigh down on inflation and if price pressures continue to run hot, a rate hike may be put in place sooner rather than later. On the other side, the Euro is struggling and is …

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Short AUD/CAD: Q2 Top Trading Opportunities

Heading into Q2, I am bearish on AUD/CAD on US economic outperformance, BoC tapering and favourable positioning.

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