EUR/USD is trying to breach above 1.10. What is the balance of positive versus negative factors that would allow the euro to breakout?

In this week’s review, we look at recent data and its impact on currency markets.

This week’s report looks at the banking crisis within the context of shrinking dollar liquidity and implication for FX markets.

In this report, we look at data releases over the last month and implications for currency markets.

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.

Special Report

We explore the eight major themes that will define economic and market trends for Europe next year.

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…

In this report, we identify 5 key signposts that will mark a turn in the dollar. These include technical conditions, foreign real interest rates, US (and global) yield curves, Chinese economic conditions and geopolitics. We then…

Dear client, Next week’s report will be on European assets, authored by my colleague Mathieu Savary. We will send that to you Monday, September 26. In that report, Mathieu looks at the European energy market in depth, and…