Japanese Yen
A message for Foreign Exchange Strategy clients, There will be no report next week, as we take a summer break. We will be joining our clients and colleagues for our annual investment conference to be held in New York, on September 7 & 8. We will resume our publication the following week, with…
Listen to a short summary of this report. Executive Summary Chart 1The Dollar Has Broken Below The First Line Of Support
The Dollar Has Broken Before The First Line Of Support…
Listen to a short summary of this report. Executive Summary The Euro And The Chinese Credit Impulse
The Euro And The Chinese Credit Impulse…
Listen to a short summary of this report. Executive Summary The Dollar Rises During Recessions
How Deep A Recession Is The Dollar Pricing In…
Executive Summary The Dollar And Volatility
The Dollar And Volatility…
In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.
Executive Summary Is Relative Inflation Peaking In The US?
Is Relative Inflation Peaking In The US…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary A True Bond Bear Market, USD-Hedged Or Unhedged
A True Bond Bear Market, USD-Hedged Or Unhedged…
Listen to a short summary of this report. Dear Client, In lieu of our weekly report next week, I will be hosting a webcast on Tuesday with my colleague Mathieu Savary, Chief European Strategist, on the implications of stagflation on European assets and global FX markets. I look…