Strident US Trade Policy Supporting the USD
There are a few different themes to wrap your head around in the FX market. We started today looking into trade rhetoric and its impact on...
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The Two Charts That Every Asian Investor Should Know About
Things are changing fast. Singapore’s Lee Kwan Yew wisely observed that China is not just the largest economy in the World: it is the largest...
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EUR Hits a New Low for 2018, Emerging Markets Under-Perform
In recent weeks, EM has significantly underperformed the US and other major markets across currency, bond and equity markets. Several...
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The US/China Relationship: Investors Complacent Despite Irreconcilable Differences
By confronting Beijing over the US deficit in bilateral trade, President Trump has opened a Pandora’s Box of grievances concerning the broader...
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Regime Change for the USD; AUD Breaks Down
It is easy to be cynical about newfound USD bullish sentiment, where suddenly yields and rates matter for currencies. However, rates and yields...
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