October 18, 2017 Introduction: Olivier Desbarres Economics, Central and Eastern Europe (CEE), Asia, Emerging Markets, FX, Macro Olivier Desbarres Olivier Desbarres is an independent macro and currency strategist, and former Credit Suisse / Barclays Economist.... Read More...
October 18, 2017 Olivier Desbarres Economics, Central and Eastern Europe (CEE), Asia, FX, Macro Olivier Desbarres Read More...
October 18, 2017 Global Central Banks Outlook Economics, Central and Eastern Europe (CEE), Asia, FX, Macro Central Banks Olivier Desbarres Olivier Desbarres, an independent macro and currency strategist, and former Credit Suisse / Barclays Economist gives us a round up of Global financial markets today.... Read More...
October 19, 2017 Emerging Markets and Equity Valuations Emerging Markets, Equities Olivier Desbarres Olivier Desbarres on Emerging Market carry trade, Reflation, and Global Equity valuations.... Read More...
April 17, 2017 French Elections France, Politics elections Olivier Desbarres Olivier Desbarres discusses the first round of the French Elections with Speevr Live. Moderated by Charlotte Kan – Founder at Fabrik.digital https://uk.linkedin.com/in/charlottekan #SpeevrQ to send your questions via Twitter. Latest piece to go with this... Read More...
March 26, 2021 Non-Japan Asia: NEERs and FX intervention Asia, FX, Global USD Olivier Desbarres Non-Japan Asian (NJA) central banks’ foreign currency (FX) reserves have gradually increased since end-March 2020, arguably the peak in global risk aversion. We estimate that the aggregate US Dollar-value of FX reserves... Read More...
April 1, 2021 Crunch time for Singapore Dollar and Renminbi Singapore, China, Emerging Markets, FX, Global SGD, RMB Olivier Desbarres We estimate that the USD-value of central bank FX reserves – adjusted for currency-valuation effects – in China, India, Indonesia, Korea, Malaysia, Philippines, Singapore, Taiwan and Thailand rose by about $342bn... Read More...
March 19, 2021 EM currencies: Central bank friends and foes Emerging Markets, FX, US EMFX, USD Olivier Desbarres The Fed updated “dot-chart” of all FOMC members’ expectations of the appropriate policy rate points to only an incrementally less dovish stance. Based on a weighted average FOMC members still only... Read More...
