As Mar approaches, political jitters increase. Recent opinion polls suggest that Far Right parties are leading in the polls for both Netherlands (15 Mar) and France (23 Apr and 7 May) and that has many investors shorting the EUR as well as the USDJPY. Netherlands is also expected to hold a parliamentary inquiry into whether they

GBL: Political Jitters

Global Markets Daily by Saktiandi Supaat

FX Research

As Mar approaches, political jitters increase. Recent opinion polls suggest that Far Right parties are leading in the polls for both Netherlands (15 Mar) and France (23 Apr and 7 May) and that has many investors shorting the EUR as well as the USDJPY. Netherlands is also expected to hold a parliamentary inquiry into whether they should drop the EURO after ECB easing hits Dutch pensions. We continue to prefer shorting the EUR as we head into Mar, expecting political noises to swing ...