The document discusses a rebound in Asian currencies driven by Fed re-pricing, a more benign view of CNY, and unwind of long USD/Asia positioning. It analyzes positioning metrics to gauge the extent of the unwind, noting changes in yield spreads, currency trading levels, volatility curves, risk reversals, and equity flows. The document is prepared by Deutsche Bank's Research Department and is not considered investment research or a recommendation.
documents/vol00010-efta01458679-pdf.pdf
{"title":"Asia FX. Positing on positioning","key_people":["Mallika Sachdeva"],"document_date":"2015-10-12","document_type":"correspondence","key_locations":["Asia"],"key_organizations":["Deutsche Bank"]}