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Weekly Focus: Spotlight on Global Manufacturing

Discussion in 'Fundamental Analysis' started by Angela_Riplay, Oct 16, 2015.

  1. Angela_Riplay

    Angela_Riplay Forum Member

    Sep 9, 2015
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    In our view, the latest risk rally will fade as global growth is stalling. Weak global growth is bearish for the USD versus the GBP, EUR and bullish core fixed income. Investors with an FX mandate should focus on RV such as short EUR/GBP and long EUR/SEK, which we have in[​IMG]

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