Erik Schafhauser has been with Saxo Bank since 2005. Prior to which he has been with KBC, Dresdner Bank and Reuters. Besides supporting institutional and UNHW / HNW clients in their trading activities, he holds seminars and presentations and writes articles for various magazines and newspapers.
Listen to the complete feature Currency Pairs to Consider Investing In and Those to Avoid
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Q1 - (a) What is your short term and medium term outlook for the Euro - could you share your thoughts on its survival broadly and levels to be tested specifically vs. the USD?
(b) Do you see parity and under what macro conditions is this outcome most likely?
Q2 - (a) Could you outline the different macro scenarios you are anticipating and recommended currency trades/investing in each case (executed via fixed income, through commodities?)
(b) What sort of currency base in corporate high yield are you looking at to capture yield?
Q3 - Would you say the Euro looks attractive enough at these levels for funding carry trades?
Q4 - In the context of further Euro weakness (specify level) - what could the potential impact be on the flight to safety currencies - e.g. USD, Swiss Franc and Norwegian Krone
Q5 - Outlook and opportunities within commodity currencies - e.g. AUD, CAD, ZAR
Q6 - Outlook on the other Asian currencies, the JPY, and the other Emerging Market currencies
Q7 - To sum up which currency pairs would you suggest they consider and which should they avoid?