Strategy Report

Messages From Bali

05 Aug 2016

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation

While the BoE and the Fed are increasingly committed to letting inflation expectations rise, the BoJ disappointed once again. The dollar and the pound are likely to experience broad weaknesses, while gold, the euro and commodity currencies have upside. USD/ZAR will fall further in the short term, but the cyclical bull-market is not over.

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