The President of the Swiss National Bank said the strong Swiss franc was one factor influencing the SNB's decision to cut its interest rate to zero. Martin Schlegel also said that Switzerland was ready to intervene in the FX market if necessary. Schlegel spoke with Bloomberg’s Bastian Benrath in Zurich. 00:00 - SNB interest rate decision 00:58 - Swiss franc, currency 01:52 - Oil prices, inflation, effect on economy, intervention in FX market, monetary policy 04:55 - Tariffs, trade, impact on Swiss economy 0 ...

"This partnership with CGI allowed ABN AMRO to take full control of our FX settlement processes, reducing risk and expanding our third-party service offerings," said Dick van Driel, Strategy & Business Development, Global Markets & Treasury, ABN AMRO Bank. "The expertise and commitment from CGI's team ensured a seamless migration with tailored solutions that supported our business requirements." CGI's CLS Manager provides ABN AMRO with control, automation, monitoring and reconciliation capabilities, allowin ...

June 16, 2025 11:41 AM GMT Global Macro Strategist Consensus Views Not Always Sizeable Consensus Positions Feedback from our mid-year outlook suggests our directional views are commonplace among strategists and investors alike. In response, investors have taken a cautious approach to implementing them – sowing the seeds for disappointment as USD declines and the UST curve steepens further. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy G10 FX Strategy: USD Weakn ...

06 Jun 2025 01:42:08 ET │ 35 pages Emerging Markets Strategy Weekly Big Beautiful EM CITI'S TAKE USD price action remains biased to the downside, which benefits EM. Tariffs-related issues may continue to cap the USD, as international structural positions calibrate their US asset allocations down. On the US rates front, implications are still negative for back-end USTs, with cautious international real money approach expected to continue. Local currency bond flows may continue to be supported by exogenous an ...

V i e w p o i n t | 15 May 2025 18:25:24 ET │ 22 pages Global Macro Strategy - Views and Trade Ideas Answering Questions Now CITI'S TAKE On Monday, our attitude to the tariff news was "trade first, ask questions later" when it came to our portfolio. The left tail of US growth risks has been trimmed, so we paid US rates and reduced USD shorts. Now it's time to answer those questions. Markets feel stuck in an information gap, waiting for flows, fiscal, and trade updates. Trade War Subplots — Recent developmen ...

PHOENIX, May 15, 2025 (GLOBE NEWSWIRE) -- QuoteMedia, Inc. (OTCQB: QMCI), a leading provider of market data and financial applications, announced financial results for the quarter ended March 31, 2025. QuoteMedia provides banks, brokerage firms, private equity firms, financial planners and sophisticated investors with a more economical, higher quality alternative source of stock market data and related research information. We compete with several larger legacy organizations and a modest community of other ...

May 12, 2025 07:05 AM GMT Global Macro Strategist Are You "Overweight" the USA? If investors outside the US sit overweight US assets in aggregate, then US investors must sit underweight. The home bias of US investors challenges the popular view that foreign investors indeed sit overweight the US. Regardless, allocation and hedge ratio adjustments should still weigh on USD. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy US Rates Strategy: The Path to a 30% Bill S ...

However, we are not overly concerned about the FX impact on TSMC earnings, as it doesn't hurt the company's structural profitability. In our recent Top Pick report (link), we noted several stock overhangs are being removed. May 7, 2025 01:53 AM GMT TSMC | Asia Pacific FX impact sensitivity and stock implications; OW The TWD has appreciated significantly recently. TSMC indicated that every 1% appreciation in the USD/TWD rate translates into 40bps GM downside for TSMC, as most of its costs are TWD denominated ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 7 May 2025 Global Software How exposed are Software, Cloud and the Hyperscale Cloud providers to different regions? See the Disclosure Appendix of this report for required disclosures, analyst certifications and other important information. Alternatively, visit our Global Research Disclosure Website. First Published: 07 May 2025 10:21 UTC Completion Date: 07 May 2025 10:21 UTC www.bernsteinresearch.com 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Mark L. Moerdler, Ph.D. +1 917 344 8506 ma ...