bullish
Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
109 Views21 Feb 2018 17:04
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
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, 13-minute read)
Discussions
(Paid Plans Only)
- Quants Blow Up, as Turkey Leads EM FX Rebound…07 Nov 2018
- Trade Risks Start to Impact, as China Biotech Ambitions Grow…26 Jun 2018
- Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…26 Mar 2018
- Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout21 Feb 2018
- 2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities07 Dec 2017
- Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...27 Sep 2017
- US Policy Focus Shifts to Closing Trade Deficit…04 Jan 2017
x