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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessRBC are long USDJP at 109.05, with a.....>
DOLLAR-YEN: RBC are long USDJP at 109.05, with a target of 111.23 and a stop at
108.07. They note that "last week's IMM data showed USD shorts at their lowest
level in 2 months but looking at broader positioning metrics (including risk
reversals & correlations to currency manager returns), there are still many
managers out there who are short USDJPY and/or long EURUSD. Most USD bulls cut
back drastically after Jan or were expressing USD upside through call spreads,
capping their participation in the current rally. With that in mind we see room
for last week's moves to squeeze further. Trump is widely expected to announce
an end to the Iran deal tomorrow but there is still a scenario where he opts to
extend the sanction waiver, or the exit terms mean a delay to the deal being
torn up, which would be positive for risk appetite. The BoJ's March minutes
released yesterday make it clear the BoJ is intent on explaining to the public
that the economy has not yet reached a phase where it should consider the timing
and measures of a so-called exit from monetary easing while FOMC members
reinforce the message of ongoing tightening. Our US economists see risks to
inflation this week skewed to the upside."
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.