In the latest FX Quarterly, our strategists highlight the key risks driving global economies, including the ongoing COVID-19 crisis and the transition to a new administration in the U.S. We also provide our outlook on developed and emerging ...

In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q4 2020.

In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q3 2020.

In the latest FX Quarterly, our strategists recount the flurry of global policy responses around the world to the ongoing COVID-19 crisis. We also provide our outlook on developed and emerging markets in Q2 2020

This edition of our FX quarterly comes out a little later than usual. As March turned into April, there were simply too many uncertainties and unknown developments for us to make any sort of big picture calls with any degree of clarity or certainty.

As the coronavirus surges across the world, governments are taking unprecedented measures in order to protect their citizens and their economies and reduce its potential long-term effects on society as a whole.

We discuss the key economic developments for Brazil, South Africa, South Korea, and China.

We created a simple 5-factor model to evaluate the restrictions imposed by different countries, how they compare in terms of severity of lockdown, and where they are heading in the spectrum of reopening. The scale we use measures grade ...

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q1 2020.

With the two biggest tail risks – the trade war and Brexit – seemingly addressed, markets are embracing the improved global outlook.

Emerging markets (EM) should enjoy a period of relative calm from external factors until the electoral cycle picks up in the US.

Forecasts for major and emerging market currencies through Q4 2020.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q4 2019.

For much of this year, investors were in a waiting game searching for drivers. That waiting game is over: Sentiment has universally shifted toward caution, with the expectation of a bumpy ride ahead.

The global backdrop for emerging markets remains challenging.

Forecasts for major and emerging market currencies through Q3 2020.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q2 2019.

Could it all end in fireworks?

Profiles of Brazil, Mexico, China, India, Indonesia, and South Africa.

Forecasts for major and emerging market currencies through Q1 2020.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q1 2019.

It may be the start of a new year, but markets seem reluctant to turn over a new leaf.

Profiles of China, Argentina, Brazil, Mexico, South Africa, and Turkey.

Forecasts for major and emerging market currencies through Q4 2019.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q4 2018.

A timeline detailing U.S./China trade tensions.

Profiles of Argentina, Brazil, Russia, South Africa, Turkey, India and Indonesia.

Forecasts for major and emerging market currencies through Q3 2019.