Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
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Weekly Global Liquidity Data Show Big Drop In US Fed Injections
Latest Weekly Global Liquidity data highlight 17.5% annualised skid lower in US Fed activity Global Liquidity injections by major Central Banks...
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The Dollar and the Meeting Between Trump and Xi
There is no clear way to assess the probability of the outcome of this meeting, so uncertainty may keep asset markets in check as it approaches. ...
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The Dollar and Mid-Term Elections 6 November
Predictit.org betting odds give the Democrats a 70% chance of winning control of the House, and the Republicans a 35%...
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USD Held Down by a Large Risk Premium
The failure of the USD to make clearer gains despite near record high yield advantages across a wide range of currencies suggests that there is a...
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