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13/12/2022, 11:04

The US dollar may see further weakness

The US dollar surged through the first three quarters of 2022 against other developed currencies, but in Q4 it seems on course to give about half of that rally back.

by Admin
07/12/2022, 11:13

Will China drive the global financial cycle?

US policy has been working to dampen the global financial cycle through rate hikes and the consequent rise in the dollar. Can any increased positivity towards China act...

by Admin
05/12/2022, 11:08

What rate profile helps the US dollar?

The comments by Fed Chair Powell last week and those of other Fed members tend to suggest that the bank wants to reduce the size of rate hikes starting next month but...

by Admin
30/11/2022, 11:09

Rebalancing consumption and investment

There will be a sufficient and long-term rebalancing of consumption and investment that facilitates the necessary supply-side improvements that extinguish inflation...

by Admin