China: The Dollar for the Short Term, Governance for the Long Term
Chinese offshore equities have continued to be among the best performing financial assets in the world over the year-to-date, but the risks are now...
129 Views
Tide Turns Dollar Bullish
The tide has turned, at least for the moment, for the USD. It has been on a broadly weaker trend this year, often undermined by political...
103 Views
Merkel's Triumph Masks the Longer-Term Challenges from the Empowered Fringes
Angela Merkel swept to another strong plurality in the Bundestag, albeit with a smaller share of votes (32.9%) and seats (217 out of 631 according...
138 Views
This Time Trump? – Scope for USD Rebound
The US administration is all about tax reform, sending a disciplined message, and approaching Democrats to gain more bipartisan support for its...
126 Views
USD Reprieve, but a Lot to Prove, NZD Facing Economic and Political Headwinds
USD had a reprieve so far this week after hitting new lows for the year last week. However, EM currencies, in particular, have held most of their...
112 Views