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...
October 28, 2020 US Dollar – Calm before the storm? FX, G7, Global, Macro, US USD, editorial Olivier Desbarres ( 12 mins) The Dollar has treaded water in the past three months, in line with our benign view that “forecasts of the... Read More...
Chart of the month October 20, 2020 Historically low inflation is a global phenomenon Economics, Emerging Markets, G7, Global editorial, Inflation John Llewellyn, Llewellyn Consulting ( 2 mins) It is not just confined to the advanced economies Inflation in emerging market and developing... Read More...
September 4, 2020 UK & Sterling facing potential quadruple whammy Economics, FX, G7, Macro, UK Brexit Olivier Desbarres ( 12 mins) Sterling has enjoyed a strong, if bumpy ride, since late-June. It has been the second strongest major currency against the... Read More...
September 9, 2020 Brazen ECB verbal intervention against Euro unwarranted and unlikely FX, G7, Global Olivier Desbarres ( 12 mins) Markets bereft of key macro data releases and policy events in recent days will be turning their attention tomorrow to... Read More...
September 17, 2020 Dollar, Euro & Sterling in focus, Asian currencies under the radar screen Asia, FX, G7, Global, Macro, US Olivier Desbarres ( 12 mins) Much of the market focus in recent months has been on major reserve currencies, namely: The US... Read More...
Macro Series September 2, 2020 Climate change and disease spread: from nature to humans Economics, G7, Global climate change John Llewellyn, Llewellyn Consulting ( 5 mins) Rising temperatures and destruction of ecosystems are set to increase health risks <!--... Read More...
Macro Series August 20, 2020 Comment: Britain and the tyranny of nostalgia Economics, G7, Global, UK Economic history, podcast, editorial Russell Jones ( 11 mins) Britain has now been in relative economic decline for the better part of 150 years.Many of the reasons... Read More...
