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...
July 23, 2021 Not “risk-on” or “risk-off”, rather What’s the risk? FX, Investment Strategies, Macro Olivier Desbarres In the past fortnight US Treasury yields across the maturity spectrum have oscillated in reasonably wide ranges, with the highs coinciding with the release on 13th July of US CPI-inflation data. The shape of the yield curve today is... Read More...
July 19, 2021 Sterling’s coming home…albeit slowly FX, G7, UK GBP Olivier Desbarres Despite buoyant domestic expectations (or at least hope) football will not be coming home after the England football team lost on penalties to Italy in Sunday’s final of the Euro Championship but Sterling is arguably coming home, albeit slowly. The... Read More...
June 29, 2021 Sterling leads Euro 1-0 at half-time in dull encounter but could extend advantage FX, G7 EURUSD Olivier Desbarres With England due to play Germany in the last-16 round of the Euro Championships in a few hours time, now is a good time to revisit the Sterling-Euro exchange rate. Football fans will be hoping for a pulsating sporting encounter... 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 in China, India, Indonesia, Korea, Malaysia, Philippines, Singapore,... Read More...
