ANZ - We recommend four views into the coming event risk: (1) Short SGD/MYR, (2) Long USD/IDR, (3) Long EUR/AUD, and (4) Short AUD/NZD. The world feels like it is entering a GFZ; a growth free zone. Fortress Asia has found that Europe has stolen its export crutch, and China is adjusting to slower investment growth. The event risk calendar, obviously, is packed.
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