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US Dollar

Japanese Banks Face Crosscurrents
The Bank of Japan’s policy normalization has been accompanied by exceptional outperformance by Japanese banks. Japanese banks have outperformed both the country’s broader market as well as the MSCI ACW Banks index by 10.3% and 2.6%, respectively, so far this…
Daily Insights
US Equities: A Port In The Coming Storm
Despite the recent correction, US equity leadership remains intact. The MSCI US index has outperformed global markets by 3.8% in 2024YTD. A 7.8% expansion in forward earnings drove the MSCI US index’ 2024YTD gains which was higher than the increases in…
Daily Insights
The Fed’s Upcoming Rate Cut And The RMB
According to BCA Research’s China Investment Strategy service, the Fed’s upcoming rate cut will temporarily alleviate some of the downward pressure on the RMB, but beyond the short term the USD will likely rebound in anticipation of a global slowdown. The…
Daily Insights
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Month-In-Review: The Message From Flows

This report looks at the latest developments in G10 economies and implications for bond and FX market strategy.

Foreign Exchange Strategy, Global Fixed Income Strategy by Chester Ntonifor
USD/JPY Will Drop To 115
Many currencies have registered sizable gains against the US dollar over the last two months. Most notably, the yen has been one of the best G7 performers since the greenback began depreciating. It now trades at 143 against the US dollar, marking a 11% gain…
Daily Insights
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Monthly Portfolio Update: Is The Fed Right To Declare Mission Accomplished?

Even after the Fed cuts rates, policy will remain restrictive for some time. Moreover, in history, stocks have tended to fall around the first rate cut. We remain cautious on the outlook for the economy and risk assets.

Global Asset Allocation by Garry Evans
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MacroQuant Model Update: Pre-Recessionary Stage

MacroQuant continues to recommend underweighting equities and overweighting bonds. This is consistent with the Global Investment Strategy Team's decision to downgrade global equities to underweight in late June.

Global Investment Strategy by Peter Berezin
Tokyo CPI Consistent With Further Policy Normalization
Tokyo’s CPI is a timely leading indicator of nationwide price pressures. In August, the headline, core (ex-food) and the “core core” (ex-food and energy) measures all accelerated by larger-than-expected margins, reaching 2.6%, 2.4% and 1.6% y/y, respectively.…
Daily Insights
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It Is Time To Go Long The Greenback

This Insight looks at potential dollar moves in the next six-to-twelve months.

Foreign Exchange Strategy by Chester Ntonifor
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Sweden Will Cut The Gordian Knot

Our negative stance on European growth and assets is not devoid of risks. To gauge whether these risks warrant upgrading our growth outlook, we monitor Sweden closely. So, what is the current message from this Nordic economy?

European Investment Strategy by Mathieu Savary

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