bearish

Asia Calling: Dollar Rally Set to Continue on Real Yields, Positioning, Policy

204 Views25 Apr 2018 08:40
* Peak liquidity, geopolitics, positioning and policy are top-down headwinds for EM, supporting the USD near-term* As liquidity has peaked, so less...
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
Logo
Callum Henderson
Global Macro Strategy
FX & RatesThematic (Sector/Industry)
x