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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.
Listen to previous series on a variety of investment topics, asset classes and current themes
As of last week, the partial government shutdown is officially the longest shutdown on record.
Market sentiment towards the Chinese currency has shifted significantly
The performance of the US dollar significantly diverged from relative rate spreads.
The topic of trade remains front of mind for investors, businesses and consumers. This year, online searches for the words “trade” and “tariffs” have surged to levels not seen at any point over the past 15 years.