We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Why the US dollar may not be as overvalued as you think
A possible change in Chinese currency policy?
EURUSD should be rangebound
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
Risk markets have taken a turn for the worse as coronavirus spreads outside of China. Valuations are lower, but do they compensate investors for the increased risks to global growth and corporate fundamentals?
Currencies through an ESG lens
We explain why such an approach may not be warranted this year for investors in emerging market currencies.
Global - Currency Thoughts - PDF
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.