G10 currencies look set to remain becalmed this week as the US Thanksgiving holiday on Thursday robs the market of liquidity. The yen and sterling will likely be the...
The traditional safe assets like the US dollar and treasuries will fail to rally in the future should riskier assets like equities implode?
The US dollar continues to trade in a sideways fashion in trade-weighted terms. Instead, the significant directional movements are to be found in other currencies.
Unsurprisingly, Fed Governor Stephen Miran argued in favour of stablecoins in a speech this week. After all, the US wants to get ahead of the pack here and so keep...
FX market volatility has seemingly been pressed even lower over the past month by the absence of government-generated US data releases. Now that the shutdown seems to be...
We don’t know if it is bursting now, or will burst in the future, and nor does anybody else. But it is worth asking how asset prices like government bonds and...
The US dollar continues its slow and steady ascent, far removed from the dramatic fall we saw in the early months of the year. At this pace, it will take some time to...
Some factors are leaving the US dollar in a good place again and that’s unlikely to change, at least not for now.
The US dollar might spend many decades plunging in the same way as the yen has done?
The US economy has not slumped under the weight of tariffs; inflation has not risen materially, and financial asset prices have performed very well. But look under the...
The US dollar has made a modest recovery in recent months after the carnage seen in the first half of the year. Most economists suggest that the US is following a number...
There are two huge forces competing with each other when it comes to the US dollar right now, and its outlook for some years to come.
FTSE Russell, one of the world’s three leading index providers, is set to announce its decision on Vietnam’s upgrade from a frontier to a secondary emerging market on...
If major currencies like the US dollar and the yen, and perhaps even the euro, stand to weaken as a result of political tensions, which currencies will win?
The US dollar’s inability to rally this year when assessments of ‘risk’ have increased may be an early sign that there’s not so much of privileges left for the US.
The FX market has become quiescent after a rush of volatility in the spring around the time of President Trump’s tariff bombshell. That’s good news for currencies,...
Financial markets display what we would call ‘short memory syndrome’. Issues like US trade policy suddenly become big news and seem to drive every twist and turn in the...
Implied volatility across G10 currencies is about as low as we’ve seen in a year, or more. And yet, we’d argue that this is in contrast to the amount and volatility of...
It appears a well-accepted fact that the plunge in the US dollar earlier this year came about because global investors in US assets decided to increase their hedge...
A likely FED rate cut this week might be seen as a catalyst for the US dollar weakness but rate cuts themselves are probably not the driver here.
Major G10 currencies do not seem to be particularly attractive right now and that’s opening the door for the more minor G10 currencies, the renminbi, and other emerging...
Many analysts anticipate that the US dollar will undergo a second period of notable weakness in coming months. It might not be as dramatic as that seen this spring but...
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