Forecasting Track record March 5, 2021 US and UK: The Comeback Kids FX, Global, UK, US USD, editorial, GBP Olivier Desbarres The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with the S&P 500 (-4.2%) has re-established itself. This is... Read More...
December 11, 2020 Sunday bloody Sunday Economics, FX, Macro, UK editorial, GBP Olivier Desbarres Sterling underperformed in September, in line with our bearish forecast (UK & Sterling facing potential quadruple whammy, 4th September 2020). It gradually recovered from 22nd September, appreciated throughout... Read More...
December 6, 2019 Sterling’s made its mind up, UK voters not quite Global FX, UK Economics, UK Politics GBP Olivier Desbarres Sterling has appreciated 1.5% in Nominal Effective Exchange Rate terms since 26th November to a 7-month high, a notable move in a world of depressed currency volatility. Markets have seemingly taken comfort... Read More...
