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Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
EURUSD should be rangebound
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Market sentiment towards the Chinese currency has shifted significantly
The performance of the US dollar significantly diverged from relative rate spreads
The performance of the US dollar significantly diverged from relative rate spreads.
Interest Rate Policy