G10 FX volatility remains low with implied one-month euro/dollar volatility below 7% right now, or around a half of the level that we were seeing a year ago.
The question now is whether the landing for the US economy remains smooth, or whether it’s one of those landings where the plane bounces up again and veers off the...
The US dollar has been very stable so far this year—much more than we’ve seen in prior years, with a less than 4% trading range on the Federal Reserve’s broad...
It seems that there are other factors that usurp interest rates and start to dominate currency trends.
There seems to be growing interest in the outperformance of the US economy compared to many of its G10 peers; something that could potentially lift the dollar further....
The prospect of easier monetary policy next year could help limit the US dollar’s upside and start to deliver a significantly weaker greenback in the coming years.
The US dollar has fallen by close to 10% in trade-weighted terms from the 20-year peak that we saw last October.
The US dollar has the upper hand at the moment with other currencies hit by what can be called a double whammy.
History shows that a significant and sharp fall in US net savings is usually associated with a fall in the dollar.
In the past 10 days we’ve seen the US stripped of its AAA rating by Fitch and, very possibly, the next president of the US face his third, and arguably most serious...
The IMF released its latest External Sector Report this week for 2022 and, once again, concluded that the dollar was overvalued.
We can make the case that positioning in some markets has been overextended.
Since the US CPI fell significantly in June, the FED might only raise interest rates once more.
Many analysts have been quite optimistic for the pound this year. But while this view seems to be playing out, there are aspects of what’s been happening recently that...
As far as we can tell the vast bulk of the argument relating to de-dollarisation and its possible role in reducing the value of the dollar has been couched in terms of...
The US dollar continues to trade in a stable fashion against other major developed currencies. With volatility falling, it has given room for riskier developed and...
Investment from the Republic of Korea (RoK) in Vietnam is expected to accelerate in the near future, including many large-scale projects worth up to billions of US...
There has been a lot of talk recently about de-dollarisation. However, you should be careful what you wish for.
We are talking about the day when the Federal Reserve clearly indicates that it thinks it has reached the peak, or the pause point, on policy rates. For at this time,...
Should perceptions change, and funding strains tighten financial conditions, the US dollar will likely rise.
Many financial experts forecast that the US dollar could go down strongly over the long term. This being said, the Standard Bank remains reticent to believe that a...
The FX markets still seem somewhat undecided about the ramifications of the banking strains that have gripped Europe and the US. But, whatever happens, it does not look...
VN
EN