Strategy Report

Bumpy Roads Ahead

13 May 2016

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation

The Fed is accentuating bearish dynamics for the dollar over the next three to six months. The upcoming National Congress of the Communist Party of China provides Chinese authorities with an incentive to ramp up stimulus this year. The new Treasury semi-annual report pre-empts meaningful direct interventions to soften the yen. More than just Brexit risk is weighing on the pound.

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