«Kevin Nusquam Vadit»
FX markets have gone through a roller coaster since the start of the year with the USD broadly going through two up-and-down waves ending the first 42 days of the year in the red. There has been …
Economy & Interest Rates
Global business sentiment and to a lesser extent global consumer confidence improved over the last two months, while growth forecasts remained broadly unchanged. We expect …
FX Markets
The USD DXY dropped 1.2% year-to-date in a volatile range with all major currencies gaining some ground, most notably the AUD. EM FX performance was also positive but …
FX Analytics
We kept all discretionary Macro positions unchanged with EUR, JPY, CHF and SEK long versus the USD. In Business Sentiment, the short USD positions versus EUR, JPY, CHF and GBP declined and CAD turned short versus the USD. The balance of all Business Sentiment positions …
