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US Dollar

The Dollar And Global Growth
According to BCA Research’s Foreign Exchange Strategy service, the counter-trend bounce in the dollar will continue. Factually, the trend in the dollar has depended on both global growth dynamics and the relative health of the US economy. From higher…
Daily Insights
The Most Important Charts For The Next Dollar Move

In this week’s report, we assess the key reasons why the dollar has risen, and if that is set to continue.

Foreign Exchange Strategy by Chester Ntonifor
Eurozone Economic Weakness A Headwind For EUR/USD
Recent Eurozone economic data indicate that restrictive monetary policy and the global manufacturing downturn are weighing down on the region’s economy. In particular, new orders at German factories plunged by 11.7% m/m in July – significantly below…
Daily Insights
Eurozone And Chinese Services PMIs Disappoint
The final PMIs for August delivered a pessimistic update on service sector conditions in the Euro Area and China. The Eurozone services index was unexpectedly revised down from 48.3 to 47.9 – indicating a more pronounced decline in service sector activity…
Daily Insights
A New Currency Regime?
According to BCA Research’s Foreign Exchange Strategy service much of the new BRICS+ countries lack the fundamental basis of making a credible monetary union. A reserve currency needs the military might to control the trading routes necessary to maintain…
Daily Insights
August In Review
Global financial markets relapsed in August. After a relatively strong performance in June and July, most of the major financial assets we track generated below average returns last month as investors shifted their focus to the risk of a “no landing” scenario…
Daily Insights
A New Currency Regime? Don’t Bet On It Just Yet

In this report, we explore what a new BRICS+ union means for the dollar over the next 6-to-9 months.

Foreign Exchange Strategy by Chester Ntonifor
Where Things Stand

Stocks should continue to rally in the near term, but investors should prepare to turn more defensive towards the end of the year in advance of a recession in 2024.

Global Investment Strategy by Peter Berezin
French Luxuries Trump US Technology

The stock market’s pre-eminent growth sector is not US tech, it is French luxuries. No other sector can compare with French luxuries’ massive and sustained pricing power. The risk for French luxuries is not a China slowdown, the risk is that the structural increase in super-wealth comes to an end. If anything though, the coming disruption from generative AI will boost super-wealth. Ironically therefore, the best investment play on generative AI might be French luxuries.

Counterpoint by Dhaval Joshi
Return Assumptions 2023 Edition – A Bit Higher For Bonds, A Bit Lower For Equities

A global portfolio is likely to return only 5.3% a year over the next decade, compared to 6.7% in the past. Investors either need to lower their return expectations, or take more risk. Our total return methodology remains consistent with previous editions, with changes limited to the Alternatives section.

Global Asset Allocation by Felix-Antoine Vezina-Poirier

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