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  • Squawk / Friday at 9:13 GMT
    FX Options Dealer / Saxo Bank
    Denmark
    FX Options - USDJPY: We continue to see strong demand for USDJPY calls. 1m 121.00 and 123.00 has traded in large sizes over the past couple of days. On thursday we have both FOMC and BOJ coming up. FOMC is always interesting as it gives us new clues about the upcoming US rate hike. BOJ could be more interesting than what is currently expected. Most market analyst do not believe we will see additional QE from this meeting. However we are seeing more Abe advisors calling for additional QE and with Kuroda in charge you'll never know.
    We continue to see good demand at the 118.30/50 level from locals.. On the topside we are watching 120.50/80 area which could open up for 122.00.
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  • 4d
    Martin O'Rourke Martin O'Rourke
    Tesco's share price opened down after the results statement but has since recovered to stand at 235.400 at 0921 GMT, up 0.28%, confirming Peter Garnry's assessment that...
    1d
    silverfox6663 silverfox6663
    Oilex is about to unleash US style Fraccing on India ,might be an interesting article
  • Squawk / Tuesday at 10:53 GMT
    FX Options Dealer / Saxo Bank
    Denmark
    FX Options - USDJPY: Vols in USDJPY got paid this morning when spot broke 119.50 (following the comments from Hamada). However, vols are not getting sold quite aggressively and almost only sellers of USD call/JPY puts.
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    5d
    Dan Larsen Dan Larsen
    Corrrection.... Vols are now getting sold.
  • Trade view / Tuesday at 8:14 GMT
    Strategic trade

    #SaxoStrats: Buying puts in NZDUSD

    Head of FX Strategy / Saxo Bank
    Denmark
    The kiwi’s upside potential from here is limited and the currency is priced for perfection. Over the next few months, we will look for mean reversion back lower as the least hiccup could derail the currency’s strength.
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  • Article / Monday at 12:40 GMT

    #SaxoStrats: Saxo Bank tops FX Week charts again

    Managing editor, TradingFloor.com / Saxo Bank
    Denmark
    Our fantastic new #SaxoStrats campaign kicked off Monday morning and if you need any further encouragement as to why you should be following the Saxo strategy team, then what better reason could there be than yet another chart-topping performance in FX Week for Saxo Bank.
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  • Article / Monday at 8:13 GMT

    From the Floor: USDJPY probes break for run to 115

    Managing editor, TradingFloor.com / Saxo Bank
    Denmark
    USDJPY looks like it is shaping up for a test of 118.40 that could conceivably usher in a run all the way to 115 in a move that seems to sum up the relative weakness of the greenback. Weakness is the name if the game in China too after the PBoC's surprise 100 bps cut on the RRR.
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  • Article / 17 April 2015 at 8:00 GMT

    From the Floor: Epic or tragedy?

    Consulting Editor / Saxo Bank
    Denmark
    From the Floor: Epic or tragedy?
    Greece is back in the news as its many woes make their odyssey through financial markets. European stocks are down, peripheral bonds have caught the Athenian flu and only the euro appears immune from the curse.... for now.
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  • Squawk / 16 April 2015 at 17:47 GMT
    -
    Portugal
    2015 Global EM Strategy Outlook - In FX, we expect ZAR, TRY, BRL and COP to weaken materially in spot terms, with carry providing some offset. INR remains a top pick. In Local Rates, we favour China, Hungary, India, Indonesia and Mexico. In Sovereign Credit, spreads in BRA, INDO and COL are likely to tighten. [MATRIX] by MS
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  • Article / 16 April 2015 at 8:19 GMT

    From the Floor: WTI's 'W-shaped' recovery

    Editor / Saxo Bank
    Denmark
    From the Floor: WTI's 'W-shaped' recovery
    WTI crude rose to a new 2015 high of over $56/barrel yesterday. But the market may be getting ahead of itself in terms of a shift in oil fundamentals, and a deceleration in the slowdown in US shale oil production is increasing the risks of a 'W'-shaped as opposed to a 'V'-shaped recovery.
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