MS & SC Weekly FX Reports – 15th & 19 Nov13

Here below the respective in house positions of MS and SC.

MS making the US$ case correlating the strength  to the deflationary backdrop. (Which is usually a dangerous cocktail for risk).

Report here

MS-WklyFX-15-11-13

Here SC retaining a ‘structurally bullish” position on the US and bullish the GBP vs US$ due to the positive “technicals and recent relative data”.

Here their latest report

SC-FXStrat-18-11-13

Rich