Strategy Report
Yin And Yen: Dollar Down, Yen Up, Fundamentals Unchanged
FX markets have dominated headlines over the past week, with a meltdown in the dollar and a surge in the yen. This week’s note unpacks the forces behind these moves and assesses whether recent price action marks a temporary dislocation or the start of a more durable FX shift.
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BCA Research | Foreign Exchange Strategy
Global Fixed Income Strategy, US Bond Strategy, Foreign Exchange Strategy, and Commodity and Energy Strategy.
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