Week Ahead – Brexit and G20 summits to take centre stage
windergate
11/24/2018
European and world leaders’ summits preceding and concluding the upcoming week will be the most closely watched events as the
11/24/2018
11/02/2018
How the US midterm elections could impact the dollar and equities
windergate
11/02/2018
The US midterm elections next week are widely expected to produce a split Congress. Investors appear somewhat complacent
9/28/2018
Is the dollar rally on its last legs?
windergate
9/28/2018
After touching its highest levels in 2018, the US dollar lost some of its shine in recent weeks, leading one to question whether this is...
7/16/2018
FX Forecast Update July 2018: Trade war to keep USD bid for now
windergate
7/16/2018
FX Forecast Update: Trade war to keep USD bid for now Majors . The trade war has returned as a key USD driver and, in our view, furthe...
6/18/2018
FX Forecast Update June 2018: ECB rate guidance delays EUR bounce
windergate
6/18/2018
FX Forecast Update - ECB rate guidance delays EUR bounce EUR/NOK . We think that Norges Bank initiating its hiking cycle marks an impo...
4/27/2018
Chart of the week
windergate
4/27/2018
The gap in yields on 10-year U.S. Treasury bonds and German Bunds has widened to almost 2.4 percentage points In late April, U.S. yi...
Central Bank Weekly: US Dollar breaks year-long downtrend
windergate
4/27/2018
Fed funds futures pricing in 25-bps rate hikes in June (93% implied probability), September (77%), and December (51%). Rise in US Tre...
4/24/2018
As 10-year US yields break above 3%, is the dollar turning a corner?
windergate
4/24/2018
The US dollar broke above the 109-yen level for the first time since early February this week, taking the dollar bears, who have been b...
4/22/2018
U.S. dollar tone improves
windergate
4/22/2018
The US dollar was broadly higher last week . It seemed as if the inexorable rise in US interest rates may be beginning to give it some ...
4/19/2018
U.S. Treasury Market’s 10-Year Inflation Forecast At 4-Year High
windergate
4/19/2018
Deutsche Bank’s chief international economist warns that inflation risk is rising, posing the main threat for the investment outlook. S...
4/14/2018
Aussie rally falters, but was it doomed to begin with?
windergate
4/14/2018
The Australian dollar posted an incredible rally of 8.5% against its US counterpart during early December and late January, fully reversing...
4/12/2018
How have EM currencies fared amid trade risks?
windergate
4/12/2018
The past few weeks have seen very interesting developments in emerging markets (EM). Some EM currencies have plunged, as rising concerns ov...
US yields are rising, why is the dollar plunging?
windergate
4/12/2018
A nation’s bond yields and its currency typically move in the same direction. A rise in US Treasury yields, for instance, has traditionally...
Do concerns about US twin deficits justify the dollar’s increasingly bearish outlook?
windergate
4/12/2018
As the US government looks to raise $258 billion in Treasury auctions this week, the risk from a ballooning US deficit is weighing on inves...
4/11/2018
The risk free rate
windergate
4/11/2018
What does the Fed’s hiking cycle mean for the risk free rate? We’ve been talking a lot over the last few months about the risk-free rate. T...
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