Emerging Market Currencies: Hopes and Realities
EM currencies appreciated vs USD and outperformed in fortnight following US elections but since then performance more differentiated. Consensus is...
438 Views
PBoC Likely to Keep Renminbi on Tight Leash
Sizeable speculative FX inflows and FDI into China and rising trade surplus have pushed CNY 4.4% higher vs USD since end-july. PBoC now more likely...
705 Views
Event Risk and Market Volatility: Partners in Crime
Market volatility has been reasonably subdued in recent weeks, despite acute event (and macro data) risk in the next four weeks, including of...
605 Views
Dollar, Euro & Sterling in Focus, Asian Currencies Under the Radar Screen
Much of the market focus in recent months has been on major reserve currencies, namely: The US Dollar which, contrary to bearish expectations and...
496 Views
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...
565 Views