EUR: When the dust settles, EUR/USD should trade higher

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EUR: When the dust settles, EUR/USD should trade higher
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EUR/USD has finally found some support on the softer US rates story.

EUR vs. USD two-year swap differentials have narrowed dramatically – from 113bp last Thursday to 83bp today. Weaker global growth isnot good for the pro-cyclical Euro , but the fact that the 'US exceptionalism'narrative could be coming back to earth with a bump should be EUR/USD supportive, ING’s FX strategist Chris Turner notes. EUR/USD to trade up towards 1.10 “Were it not for the heavy sell-off in equities, yield differentials would make a case for EUR/USD to be trading well above 1.

In terms of the risk environment, we are keeping our eye on measures of financial risks such as the three-month Ted Spread and also on the three-month EUR:USD cross-currency basis swap.” “It is a quiet week for eurozone data. Look out for the August Sentix investor survey today - although that was taken before the recent rout in equity markets.Overall we think EUR/USD should be able to press the 1.0950/80 region and break above 1.

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