Hans.Redeker@morganstanley.comJames.Lord@morganstanley.comSheena.Shah@morganstanley.comGek.Teng.Khoo@morganstanley.comFilip.Denchev@morganstanley.comAndres.Jaime@morganstanley.comDavid.S.Adams@morganstanley.comIoana.Zamfir@morganstanley.comAndrew.Watrous@morganstanley.comMin.Dai@morganstanley.comChun.Him.Cheung@morganstanley.comBelle.Chang@morganstanley.comMORGANSTANLEY&CO.INTERNATIONALPLCHansWRedekerSTRATEGIST+44207425-2430JamesKLordSTRATEGIST+44207677-3254SheenaShahSTRATEGIST+44207677-6457GekTengKhooSTRATEGIST+44207425-3842FilipDenchevSTRATEGIST+44207677-3166MORGANSTANLEY&CO.LLCAndresJaimeSTRATEGIST+1212296-5570DavidS.Adams,CFASTRATEGIST+1212761-1481IoanaZamfirSTRATEGIST+1212761-4012AndrewMWatrousSTRATEGIST+1-212-761-5287MORGANSTANLEYASIALIMITEDMinDaiSTRATEGIST+8522239-7983ChunHimCheungSTRATEGIST+8522239-1261BelleChangSTRATEGIST+8523963-0668InstitutionalInvestorGlobalFixed-IncomeResearchPollsarenowopen.Wehopeyouhaveenjoyedourresearchoverthepastyearandappreciateyoursupport.Requestyourballot.FXOverviewABalanceofPaymentsPrimerTheShiftingDriversofAUDUSDAreTaiwaneseLifersStillBuyingBondETFs?StrategicFXPortfolio;G10&EMCurrencySummaryCentralBankWatch;GlobalEventRiskCalendarFXForecastsFXPulseFXPulse||GlobalGlobalRidingtheEMFXBullIfyouhaveenjoyedourresearchinthepastyear,wewouldappreciateyoursupportintheInstitutionalInvestorFixedIncomeResearchPoll.Requestyourballothere.FXpricedforinaction...FXmarketsareinstasis–complacent,even.OurFXvolatilityindex(FXVIX)hasreacheditslowestlevelinfiveyears,forexample.Policyinformationreceivedthisweekaffirmedthisview.WhiletheBrexitdeadlinehasbeenpostponeduntiltheautumn,boththeFedandECBhavesignaledthatlimitedpolicychangesarecomingintheshortterm.US-Chinatradenegotiationsalsoseemtobeprogressingasexpected....butrisk-bullishsignals...Marketconvictionseemslowandinvestorsseemtobesearchingforanewtrend.Tous,though,clearandpositivesignalshavealreadybeenemergingandcontinuetodoso.ChinadataremainonanuptrendandEMAsiatradevolumesarerebounding.TheUSdatam...
