• SEARCH RESULTS FOR KEYWORDS "euro"
07/10/2025, 11:01

Which currencies will win?

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?

by Admin
22/09/2025, 09:52

Why is the FX market very stable?

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...

by Admin
16/09/2025, 09:59

The US dollar could stay on the defensive

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.

by Admin
04/09/2025, 11:05

Will the US dollar undergo its next downtrend?

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...

by Admin
03/09/2025, 11:11

Will ECB’s policy rate remain neutral?

With euro zone inflation seemingly stable at the 2% target and the main policy rate also at 2%, if not most, ECB members seem to think that policy is in a pretty neutral...

by Admin
20/08/2025, 11:08

Will the ECB cut rates one more this year?

The US tariffs’ impact on eurozone growth could be bigger than the models might suggest that inflation will be lower, and that the ECB will be pushed into at least one...

by Admin
19/08/2025, 14:39

Will G10 currency volatility pick up?

G10 currency volatility remains at very low levels but many analysts expect volatility to pick up as we go through the rest of the year.

by Admin
12/08/2025, 11:10

Triple whammy for the US dollar

We see three reasons why the US dollar could slide in coming weeks and months. The slide could push euro/dollar into a 1.20-1.25 range and drag dollar/yen down to the...

by Admin
05/08/2025, 11:09

Diversification away from the US dollar

Borrowers and investors can choose to borrow (or invest) in non-domestic currencies and, if they do, they usually choose the US dollar. But there is a good case for both...

by Admin
03/07/2025, 11:03

How sensitive will the ECB be to euro strength?

The euro has risen by 14% against the US dollar so far this year. That’s a big rise and, at a time when the concerns of the ECB seem to be shifting from inflation to...

by Admin