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Table Of Contents

Macro Risk Outlook – a pleasant plateau
Box 1: US-China event calendar
Box 2: What are risky currencies?
Appendix B – Interplay of NOLI and other risky assets
G10 Top FX trades and 2011 FX Forecast
USD: The case for USD consolidation in 2011
EUR: Persistent risk premium needed
JPY: Peak performance still to come
JPY: Will yen strength self-correct?
Asia FX: Capital flows, growth ebbs
EEMEA: Picking winners in a postmodern policy world
EEMEA Rates: What’s priced in for 2011?
Latin America: Fighting the inevitable
Box: Capital Controls in Latin America
EMFX valuation: A G20, policy-centric world62
FX Forecasts
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Nomura Global FX Outlook 2011

Nomura Global FX Outlook 2011

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Published by: nom1234 on Dec 09, 2010
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