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US Dollar

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
Recession Call Intact Despite Easier Financial Conditions
According to Goldman Sachs’ Financial Conditions Index (FCI) financial conditions have become considerably more supportive since the fall of 2023. More recently, the index ticked noticeably lower from 99.4 earlier in August to 98.8. US equities have indeed…
Daily Insights
DXY Hits A 2024 Low
The DXY hit a 2024 low on Wednesday. The decline which totaled nearly 5% from its April highs, gathered pace this month (a 3% decline in August) when labor market worries spooked markets. The Fed had already telegraphed it was getting closer to cutting…
Daily Insights

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