Dollar – Diversification, Rotation and Valuations
Consensus view remains that USD will depreciate and EM currencies outperform. But that's not been the case in past 5 weeks as reserve...
269 Views
Event Risk and Market Volatility: Partners in Crime
Market volatility has been reasonably subdued in recent weeks, despite acute event (and macro data) risk in the next four weeks, including of...
443 Views
Dollar, Euro & Sterling in Focus, Asian Currencies Under the Radar Screen
Much of the market focus in recent months has been on major reserve currencies, namely: The US Dollar which, contrary to bearish expectations and...
309 Views
Brazen ECB Verbal Intervention Against Euro Unwarranted and Unlikely
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...
330 Views
Global Capital Is Quitting The Dollar
Capital is quitting the US dollar, with Europe the main host for these outflows Latest outflows represent a structural unwind of the 2012-19...
345 Views