Currencies
Executive Summary Villains Still Lurking
Villains Still Lurking…
Short EUR/JPY: An Attractive Hedge…
Listen to a short summary of this report. Executive Summary The US Inflation Surprise Index Has Rolled Over
Goldilocks: A Skeptical Q&A…
Listen to a short summary of this report. Executive Summary EUR/JPY And The DXY: Unsustainable Gap
EUR/JPY And The DXY: Unsustainable Gap…
Next Thursday May 26, we will hold the BCA Debate – High Inflation: Here To Stay,Or Soon In The Rear-View Mirror? – a Webcast in which I will debate my colleague, Chief Commodity & Energy Strategist, Bob Ryan on the outlook for inflation, and take the…
Has EUR/USD Bottomed…
Executive Summary UK Stocks Are Close To A Bottom
UK Stocks Are Close To A Bottom…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary The surge in food prices following Russia's invasion of Ukraine will drive EM headline inflation higher, given more of individuals' incomes in these economies are spent on food. Economies in the MENA will remain at risk for…
Executive Summary The Fed, Bank of England (BoE) and Reserve Bank of Australia all hiked rates last week. The BoE, however, signaled a note of caution on future UK growth, given soaring energy prices and plunging consumer and business confidence. …