Asia October 15, 2020 CHINA: How far will the central bank go to resist renminbi appreciation? Economics, China, FX, Politics editorial Gabriel Wildau <div... Read More...
September 4, 2020 UK & Sterling facing potential quadruple whammy Economics, FX, G7, Macro, UK Brexit Olivier Desbarres Sterling has enjoyed a strong, if bumpy ride, since late-June. It has been the second strongest major currency against the US Dollar and appreciated 3.7% in NEER term, thanks in part to a build-up of speculative long-Sterling positions.… <a... Read More...
September 9, 2020 Brazen ECB verbal intervention against Euro unwarranted and unlikely FX, G7, Global Olivier Desbarres Markets bereft of key macro data releases and policy events in recent days will be turning their attention tomorrow to the European Central Bank’s policy meeting. The consensus forecast, which we share, is that the ECB will leave its policy... Read More...
September 17, 2020 Dollar, Euro & Sterling in focus, Asian currencies under the radar screen Asia, FX, G7, Global, Macro, US Olivier Desbarres Much of the market focus in recent months has been on major reserve currencies, namely: The US Dollar which, contrary to bearish expectations and in line with our benign Dollar view, has treaded water in the past... Read More...
State Of the Markets September 2, 2020 The Dollar Depreciation Is Just Starting Economics, FX, Investment Strategies, US USD, US Dollar, editorial Alan Brazil fd8136_5781f5152d214817aec3b558443c51f0 Related Reports Brazen ECB verbal intervention against Euro unwarranted and unlikely <a href="https://speevr.com/2020/07/01/risk-aversion-not-panic-in-face-of-uncertainty/" rel="bookmark" title="Risk aversion, not panic, in... Read More...
Commentary July 21, 2020 Further Downside To The USD From Fed QE FX, G7, Investment Strategies editorial, QE Alan Brazil Related Reports JAPAN: Abe faces new risks as Japan exits state of emergency JAPAN:... Read More...
May 7, 2020 Conservative FX markets testing (some) extremes FX, Global, Macro FX markets Olivier Desbarres Press play to listen <audio class="amazon-ai-player" id="amazon-ai-player"... Read More...
April 6, 2020 NIGERIA: Calling 911 Africa, Emerging Markets, FX, Nigeria, Politics Buhari, covid-19, Naira, Nigeria, oil Malte Liewerscheidt Arabic <div... Read More...
March 23, 2020 NIGERIA: CBN caving in to FX pressure, but not without a fight Africa, Emerging Markets, FX, Nigeria, Politics CBN, Central Bank of Nigeria, covid-19, Devaluation, Naira, Nigeria, oil Malte Liewerscheidt Arabic <div... Read More...
April 1, 2020 COTE D’IVOIRE: The CFA franc is a double-edged sword amid COVID-19 pandemic Africa, Cote d'Ivoire, Emerging Markets, FX, Politics CFA Franc, Cote d'Ivoire, Coulibaly, covid-19 Malte Liewerscheidt Arabic <div... Read More...
Further Downside To The USD From Fed QE