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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
In 2020, the hunt for yield is likely to continue.
Investment strategies for a late-cycle environment
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.