Euro

We look at the implications for FX from the slew of central bank meetings this week.

In light of the hotter-than-expected US CPI report, we look at what interest rate currency investors should focus on. Our conclusion largely keeps our existing trades in place, as published in our outlook, a few weeks ago.

Explore the eight main themes that will drive the returns of European assets in 2024.

In this report, we go around the globe and survey the near-term outlook for G10 currencies. Our longer-term view on the dollar has been clear, we are sellers. In this report, we review if a tactical sell is also warranted given incoming data and the message from our models.

High interest rates will eventually cause growth to slow. Signs of stress are already starting to show. Stay cautiously positioned.

What will the next manufacturing cycle look like in Europe and how will risk assets perform? Lessons from the recent past.