In this week’s review, we look at recent data and its impact on currency markets.
In this report, we look at data releases over the last month and implications for currency markets.
In this Strategy Insight, we go over the RBA’s recent decision and the implications of its hawkish message for AUD trades.
In this Strategy Insight, we go over the RBA’s recent decision and the implications of its hawkish message for AUD trades.
This week, we articulate what the actions of the three major central banks that met (Fed, ECB and BoE) mean for currency markets. This is within the context of our analysis of the latest data releases in the G10, that allows us to…
This week, we look at the latest data releases in the G10, along with implications for all the major currencies.
Commodity currencies have been rather resilient, despite the broad rise in the dollar this year. In our view, we are about to experience a big rotation in commodity currency market performance at the crosses, from NZD, to CAD and…
In this report, we look at the possibility of a dollar decline during any pending recession. In our view, the evidence is mixed. We are probably in one of the most anticipated recessions in recent history, and the dollar has risen a…
The narrative that the US can tolerate much higher interest rates, compared to the rest of the world has helped the dollar in 2022. In this report, we examine the sustainability of this thesis, from our holistic assessment of global…