Brazil Primary Budget Surplus down to -19.567B in November from previous -11.53B

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Dec 29, 2015

Long USD/JPY into 2016 – RBC CM

Research Team at RBC Capital Markets, suggests that they like USD/JPY higher in 2016, both because it is the key play on the underlying driver of USD gains (higher yields) and because it could continue to rally, even if US yields don’t rise further.

Euro area: What’s in store after the QE? – Goldman Sachs

Research Team at Goldman Sachs, suggests that if Euro area inflation increases, the debate on ending QE will come to the fore and the consequences of a less accommodative monetary policy stance for EMU high debt sovereigns will be relevant.