Over the past week financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.
Factor investing through the cycle
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
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
EURUSD should be rangebound
Currency movements based onbrexit's outcome.
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
We explain why such an approach may not be warranted this year for investors in emerging market currencies.
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.