Warnings About US Economy and Dollar Overblown
The United States’ post-war record GDP contraction in Q2 of 9.5% qoq and the Dollar’s recent depreciation have been making headline news but some...
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Labour Data May Snap RBA Policy Tension
Lower US rates and yields appear to be fuelling broad weakness in the USD and gains in EM assets over the last two weeks. Global risk appetite is...
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Bank of Canada Go into Extended Pause
The Bank of Canada has significantly downshifted its guidance on rates to one that resembles the US version of patience, and a long pause.Not...
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Clouds Clear for CAD, but Shroud EUR and AUD
CAD has shot up in recent sessions as the NAFTA cloud has been lifted. These may not be great levels to buy CAD, but it could continue to...
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RBA and RBNZ May Reveal Doubts
In a follow-up note from our report last week (Major commodity currencies may diverge – CAD set to shine) we preview the RBA and RBNZ policy...
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