Crypto April 10, 2021 Bitcoin, NFTs, and Digital Repos cyptocurrencies NFTs, BTC, Bitcoin, ETH Alessio Farhadi ( 11 mins) Think about this for a moment... To-date, nobody has managed to duplicate a... Read More...
March 26, 2021 Non-Japan Asia: NEERs and FX intervention Asia, FX, Global USD Olivier Desbarres ( 12 mins) Non-Japan Asian (NJA) central banks’ foreign currency (FX) reserves have gradually increased since end-March 2020, arguably the peak in global... Read More...
April 1, 2021 Crunch time for Singapore Dollar and Renminbi Singapore, China, Emerging Markets, FX, Global SGD, RMB Olivier Desbarres ( 15 mins) We estimate that the USD-value of central bank FX reserves – adjusted for currency-valuation effects – in China, India, Indonesia,... Read More...
March 19, 2021 EM currencies: Central bank friends and foes Emerging Markets, FX, US EMFX, USD Olivier Desbarres ( 12 mins) The Fed updated “dot-chart” of all FOMC members’ expectations of the appropriate policy rate points to only an incrementally less... Read More...
March 18, 2021 Update On My Recommended Trades Derivatives, Credit, Emerging Markets, FX, Global, Investment Strategies, Macro US housing market Alan Brazil ( 5 mins) Recommended Open And Closed Trades I have not put out... Read More...
Forecasting Track record March 5, 2021 US and UK: The Comeback Kids FX, Global, UK, US USD, editorial, GBP Olivier Desbarres ( 2 mins) The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse... Read More...
March 1, 2021 Transitional UK budget unlikely to rattle markets FX, G7, UK UK Budget, editorial Olivier Desbarres ( 2 mins) The British Chancellor of the Exchequer Rishi Sunak will on 3rd March, at around 12.30 UK... Read More...
February 2, 2021 Currency seasonality’s slow comeback? Asia, Emerging Markets, FX, G7, Global, Latam USD Olivier Desbarres ( 12 mins) This report updates the monthly seasonal patterns of 31 major Nominal Effective Exchange Rates (NEERs) going back to January 2010,... Read More...
February 12, 2021 Dollar’s recent weakness – Blip, not new trend Asia, Emerging Markets, FX, G7, Global, Latam, Macro USD Olivier Desbarres ( 14 mins) In the past nine weeks major currencies and global equity markets have traded broadly in line with our expectations. The... Read More...
Asia March 25, 2021 CHINA: Signs of disagreement over monetary tightening and housing bubble risks Economics, China, FX, Politics China housing market, RMB, editorial Gabriel Wildau ( 5 mins) There are signs of disagreement among policymakers about how much to tighten monetary policy, with an influential voice warning... Read More...
