The past year was defined by a global capital market that grew increasingly skeptical of the persistent ‘reach for yield’ and a substantial shift in the ranks for monetary policy. Heading into 2015, speculation over central banks’ next moves (from more ECB stimulus to the first Fed hike) will find even greater prominence. Meanwhile, another 12 months without a 10 – 20 percent correction in speculative benchmarks like the S&P 500 is extremely unlikely. Below, the DailyFX Analysts list their top trades with these scenarios in mind.
John Kicklighter, Chief Currency Strategist
EURUSD | EURCHF – The Effectiveness of Stimulus
David Rodriguez, Senior Quantitative Strategist
USDJPY - If it Ain't Broke, Why Fix It? Japanese Yen Remains My Top Trade
Jamie Saettele, CMT, Senior Technical Strategist
EURNZD | AUDNZD | USDCAD – Lots of Room in Historical Ranges
Kristian Kerr, Senior Currency Strategist
USDSGD – Inching Towards a Mynsky Moment?
Ilya Spivak, Currency Strategist
EURUSD – Fed vs. ECB Policy Divergence to Fuel Deeper Euro Losses
Michael Boutros, Currency Strategist
GBPJPY | GBPCAD - Breakouts Supported by Diverging Monetary Policy Outlooks in Focus
Christopher Vecchio, Currency Strategist
GBPNZD – The Other Great Rotation
David Song, Currency Analyst
EURGBP | AUDNZD - Declines Remain Favorable for 2014
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