venerdì 27 novembre 2015

European Open - 27.11.2015

Asian bourses were dull, as the US was on holiday and thus there was no sentiment to carry over to Asia. The Shanghai Composite was hit hard after the CSRC started investigating Citic and Guosen securities. Don't expect much today either, being Black Friday and with no macro data to push sentiment around. Maybe just keep an eye on month end flows. Based on relative equity performance, I'd expect some selling of Jpy and Euro, above and beyond the usual EurGbp demand by the Buba.


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