February 2, 2021 Currency seasonality’s slow comeback? Asia, Emerging Markets, FX, G7, Global, Latam USD Olivier Desbarres This report updates the monthly seasonal patterns of 31 major Nominal Effective Exchange Rates (NEERs) going back to January 2010, using over two million daily data points with trade-weights derived from the BIS (April 2019) and... Read More...
February 12, 2021 Dollar’s recent weakness – Blip, not new trend Asia, Emerging Markets, FX, G7, Global, Latam, Macro USD Olivier Desbarres In the past nine weeks major currencies and global equity markets have traded broadly in line with our expectations. The US Dollar has traded in a very narrow range, confounding consistently bearish market expectations.… Read the rest... Read More...
October 28, 2020 US Dollar – Calm before the storm? FX, G7, Global, Macro, US USD, editorial Olivier Desbarres The Dollar has treaded water in the past three months, in line with our benign view that “forecasts of the Dollar’s demise as the world’s number one reserve currency are at best extremely premature, at worst unfounded”.… <a href="https://speevr.com/2020/10/28/us-dollar-calm-before-the-storm/"... 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...
