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  • ""
    September 24, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    September 24, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    September 17, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    September 17, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    September 10, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    September 10, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    September 02, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    September 02, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    August 27, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    August 27, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    August 20, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    August 20, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    August 13, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    August 13, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    August 06, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    August 06, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    July 30, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    July 30, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    July 23, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    July 23, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    July 16, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    July 16, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    July 09, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    July 09, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    July 02, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    July 02, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    June 18, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    June 18, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    June 11, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    June 11, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    June 04, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    June 04, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    May 28, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    May 28, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    May 14, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    May 14, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    May 07, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    May 07, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    April 30, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    April 30, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    April 23, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    April 23, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    April 16, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    April 16, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    April 09, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    April 09, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    April 02, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    April 02, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    March 26, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    March 26, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    March 19, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    March 19, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    March 12, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    March 12, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    March 05, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    March 05, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • ""
    February 26, 2023
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • ""
    February 26, 2023
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
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    Currency Forecasts

    August 31, 2022
    • Investor Services
    Our Currency Strategy experts offer their predictions for currency performances for both Major and Emerging Markets.
  • ""

    Major Markets Global Overview

    August 31, 2022
    • Investor Services
    High food and energy prices continue to squeeze households globally. Aggressive monetary policy responses and shrinking real incomes have increased global recession risks. Indeed, more and more signs of recession are piling up.
  • ""
    August 31, 2022
    • Investor Services
    Our Currency Strategists set out what the geopolitical and macro-economic landscape means for major and emerging markets in the third quarter
  • ""

    Emerging Markets Global Overview

    August 31, 2022
    • Investor Services
    For much of the first half of this year, high interest rates and rising commodity prices helped these currencies outperform their emerging market peers. However, broad-based dollar strength has slowly but surely eaten away at those EM FX gains and this is likely to continue as the Fed remains on its aggressive tightening path.
  • ""
    August 12, 2022
    • Investor Services
    Fed speakers continue spreading the hawkish message; PPI data also came in on the soft side; preliminary August University of Michigan consumer sentiment will be today’s data highlight; monthly U.K. data dump began; eurozone June IP was reported; Sweden reported July CPI; Taiwan revised Q2 GDP growth slightly lower; India reports July CPI and June IP
  • U.S. Dollars and hourglass
    August 05, 2022
    • Investor Services
    Fed officials continued their communication push; Fed tightening expectations should move higher; the July jobs report is the main event; Canada also reports July jobs data; several eurozone countries reported June IP; BOE hiked rates 50 bp to 1.75%, as expected; updated forecasts were grim; Czech Republic delivered a dovish surprise and kept rates steady at 7.0%; Japan reported firm June labor cash earnings and household spending; RBA released its Statement on Monetary Policy; India hiked rates 50 bp to 5.40% vs. 35 bp expected
  • ""
    August 01, 2022
    • Investor Services
    We think Fed officials will push back against the market’s dovish take on its decision; the U.S. rates market continues to price in gloom and doom; ISM reports July manufacturing PMI; eurozone final July manufacturing PMI readings were reported; Germany continues to weaken; Caixin reported soft China July manufacturing PMI; Hong Kong reported weak Q2 GDP data
  • ""
    July 28, 2022
    • Investor Services
    The two-day FOMC ended with a 75 bp hike to 2.50%; market expectations for Fed tightening are diverging; Powell was suitably hawkish during his press conference; and reiterated the Fed’s laser focus on inflation; we get our first look at Q2 GDP; it looks like some fiscal stimulus is coming in the U.S. after all; eurozone confidence continues to plunge in July; ECB officials are starting to acknowledge recession risks; July eurozone CPI readings will start to roll out; BOJ Deputy Governor Amamiya sees wage gains picking up next year; Australia reported soft June retail sales
  • Euro-Symbol Statue in Frankfurt
    July 21, 2022
    • Investor Services
    It’s all about the ECB today; regional Fed manufacturing surveys for July will continuing rolling out; the ECB is widely expected to hike rates 25 bp; Italian politics have entered a dangerous new phase; the U.K. political outlook has gotten some clarity but the next Tory leader will inherit a terrible situation; South Africa is expected to hike rates 50 bp to 5.25%; Turkey kept rates steady at 14.0%, as expected; the two-day BOJ meeting ended with a dovish hold; Indonesia kept rates steady at 3.5%, as expected
  • U.S. Dollars and hourglass
    June 30, 2022
    • Investor Services
    Fed Chair Powell made some rare comments about the dollar; Chicago PMI will be today’s highlight; May core PCE will be closely watched; Colombia is expected to hike rates 150 bp to 7.5%; BOE Governor Bailey did sterling no favors; the Riksbank hiked rates 50 bp to 0.75%, as expected; Japan reported weak May IP and housing starts data; China reported strong official June PMI readings
  • US Dollar on financial screen
    June 24, 2022
    • Investor Services
    U.S. yields remain low as recession fears rise; the U.S. yield curve is flattening but nowhere near inverting; Fed Chair Powell broke no new ground in his testimony before the House; Mexico hiked rates 75 bp to 7.75%, as expected; June German IFO business climate came in soft; U.K. reported soft May retail sales; U.K. politics are heating up; Japan reported May national CPI readings
  • ""
    May 12, 2022
    • Investor Services
    U.S. yields are lower as risk off sentiment takes hold; April U.S. PPI data now takes center stage; Fed officials remain hawkish; the heavy slate of UST issuance concludes; both Mexico and Peru are expected to hike rates 50 bp; more ECB officials are on board with July liftoff; yet ECB tightening expectations remain subdued; U.K. monthly data dump was weaker than expected
  • Rolled up bank-notes from various countries
    April 15, 2022
    • Investor Services
    U.S. rates have resumed their move higher; Fed officials remain hawkish; the Fed’s pivot to limiting demand is noteworthy; retail sales data are worth discussing; despite the holiday, some U.S. data will be reported; ECB delivered a dovish surprise
  • ""
    April 11, 2022
    • Investor Services
    U.S. rates continue to move higher; Fed officials are likely to remain hawkish; France held its presidential election Sunday; U.K. began its monthly data dump on a soft note
  • Facade on the Federal Reserve Building in Washington DC
    April 06, 2022
    • Investor Services
    Hawkish Fed comments continue to roil the rates markets; Fed tightening expectations remain heightened; U.S. yields continue moving in the dollar’s favor; the 2- to 10-year curve is no longer inverted; FOMC minutes will be released; as we warned yesterday, default risk has risen for Russia
  • ""
    April 04, 2022
    • Investor Services
    This is a very quiet week for the U.S. in terms of data; U.S. yields have resumed moving in the dollar’s favor; another portion of the U.S. yield curve has inverted; Colombia central bank minutes will be released; ECB tightening expectations remain heightened after last week’s CPI shocker
  • Stacked blue oil drums
    March 03, 2022
    • Investor Services
    Fed Chair Powell is the latest Fed official to look through the Ukraine crisis; we believe the Fed hikes 25 bp at the March 15-16 FOMC; ISM services PMI will be the data highlight; the Fed released its Beige Book report for the March 15-16 FOMC meeting; BOC hiked rates 25 bp to 0.50%, as expected; MSCI and FTSE Russell are both cutting Russia from their major equity indexes; Moody’s and Fitch both cut their sovereign rating for Russia two full steps; eurozone reported January PPI
  • Benjamin Franklin's eye close-up from one hundred dollar bill
    January 10, 2022
    • Investor Services
    The Fed continues to tilt more hawkish; U.S. rates market continues to adjust to the new Fed messaging; the week starts off quietly ahead of key inflation and retail sales data later this week; Brexit tensions are back
  • Euro-Symbol Statue in Frankfurt
    November 24, 2021
    • Investor Services
    The dollar is slightly weaker on the day, but moves have been modest ahead of the U.S. holiday. The biggest headline came from Germany, with Olaf Scholz is set to become the next German Chancellor. Also, the RBNZ continued its fight against inflation overnight and raised interest rates by 25bps while signaling there is more to come.
  • ""
    November 16, 2021
    • Investor Services
    October retail sales will be the data highlight; reports suggest President Biden has made his choice for Fed Chair; regional Fed manufacturing surveys for November have started rolling out; BOC Governor Macklem is sounding more hawkish; U.K. reported solid labor market data
  • ""
    November 08, 2021
    • Investor Services
    The U.S. Treasury will sell $56 bln of 3-year notes today; U.S. rates have fallen since the FOMC decision; Chile reported higher than expected October CPI; the ECB debate about inflation continues to rage; markets are still digesting last week’s shock decision from the Bank of England
  • Federal Reserve Cloudy Day
    November 03, 2021
    • Investor Services
    The FOMC is expected to announced tapering when its two-day meeting ends this afternoon; ADP private sector jobs will be the data highlight; ISM services PMI for October will also be reported; ECB President Lagarde is pushing back harder against market tightening expectations
  • U.S. Dollars and hourglass
    October 26, 2021
    • Investor Services
    Democrats may be nearing a compromise that could unlock trillions in fiscal stimulus; regional Fed manufacturing surveys for October will continue to roll out; Brazil reports mid-October IPCA inflation; U.K. Chancellor Sunak will reportedly unfreeze public sector salaries next April; BOE tightening expectations are getting trimmed;
  • Descending graph with large USD symbol above it
    October 12, 2021
    • Investor Services
    U.S. rates continue to rise; Treasury has a heavy auction schedule this week; Fed speakers are plentiful; the House is scheduled to vote on the short-term extension of the debt ceiling today
  • ""
    October 10, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • Blue and black globe with a glowing web of lines surrounding it
    October 07, 2021
    • Investor Services
    The hawkish wave continues to sweep more EM central banks, while isolating the remaining dovish few. In this report we elaborate on the recent changes in Poland, Colombia, Brazil, South Africa and South Korea.

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