Contents
FX Outlook 2
Global FX carry trade monitor 10
FX Derivatives 12
Technical Strategy 16
Model-driven strategies & manager
performance 18
Focus: FX and house prices 20
Market movers 22
Event risk calendar 26
J.P. Morgan Forecasts
Global central bank forecasts 29
FX vs forwards & consensus 30
Rates, credit, equities & commodities 31
Global growth and inflation forecasts 32
Sovereign credit ratings and actions 34
G-10 conventional bond and bank
redemptions 35
Research Notes on morganmarkets.com 36
Global FX Strategy contact page 40