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...
The dominance of the US dollar in the global financial system has often been questioned - and routinely rebuffed.
On the surface, it would appear that there are several reasons why investors might wish to stay away from US assets.
If the debt ceiling binds, and the U.S. Treasury does not have the ability to pay its obligations, the negative economic effects would quickly mount.
There seems to be a never-ending debate about the possibility that the US dollar’s global role is declining, or will decline in the future.
As far as we can see surveys of investors appear to show a clear preference for international equities over those in the US. This can change, of course but, if it does...
The US dollar surged, and now many must be wondering whether the dollar will enter an uptrend that could even recapture all the losses made in recent months.
Where do we stand on the currency outlook for 2023, and particularly the likely fortunes of the dollar?
US CPI data proved to be the second month in a row that inflation came through lower than market expectations – and low relative to the data we’ve seen over the past...
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.
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...
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