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  • U.S. $100 banknotes closeup.
    March 03, 2021
    • Investor Services
    February ADP private sector jobs report will be the highlight; the US growth outlook remains strong; Fed releases its Beige Book report; measures of inflation expectations in the US are showing a mixed picture
  • U.S. $100 banknotes closeup.
    March 02, 2021
    • Investor Services
    The US economy is gathering momentum in Q1; Democratic lawmakers are moving ahead with a relief package that does not contain a minimum wage provision; Senator Warren unveiled her proposal for a wealth tax
  • U.S. $100 banknotes closeup.
    March 01, 2021
    • Investor Services
    All eyes are on the US bond market this week; the dollar is the missing piece of the reflation trade as it builds on its Friday turnround; this week offers Fed officials a final opportunity to hone their message to the markets; February ISM manufacturing PMI will be the data highlight The ECB releases details of its bond-buying operations for last week; Germany reports February CPI; firm final eurozone February manufacturing PMI readings were reported BOJ stand ready to maintain YCC ahead of the policy meeting March 18-19; RBA announced a substantial increase of its YCC efforts by increasing the amounts and maturities of its purchases; the drama comes ahead of the RBA meeting tomorrow; Caixin reported softer China manufacturing PM; IHong Kong’s Hang Seng Index is overhauling its weightings and composition; Korea reported firm February trade data; crypto currencies have had a wild ride over the last few sessions
  • planet earth from space with sun rising
    February 28, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 28, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 26, 2021
    • Investor Services
    The Fed’s nonchalance regarding rising yields is noteworthy; The ECB continues to jawbone rising yields; if actual bond purchases can’t stop yields from rising, mere jawboning will have little lasting impact; France and Spain gave us the first snapshots for February CPI; Japan data came in better than expected; BOJ Governor Kuroda stressed steady policy to parliament; Australia yields continued to rise despite RBA intervention; BOK also joined in the bond purchase action to stabilize rising yields; India reports Q4 GDP data
  • U.S. $100 banknotes closeup.
    February 25, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 24, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 23, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 22, 2021
    • Investor Services
    US Treasury yields continue to march higher, increasing concerns about the potential impact on other assets; we suspect the bond market is keeping a close eye in President Biden’s relief package; Fed manufacturing surveys for February will continue to roll out
  • planet earth from space with sun rising
    February 21, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 21, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 19, 2021
    • Investor Services
    The global increase in longer-dated yields continues; US surveys for February will continue to roll out; Canada reports December retail sales
  • U.S. $100 banknotes closeup.
    February 18, 2021
    • Investor Services
    •January retail sales data may have been a game-changer; really, data this week have been pretty much everything a dollar bull could ask for; Fed manufacturing surveys for February will continue to roll out; weekly jobless claims data will be watched closely; FOMC minutes are worth discussing
  • U.S. $100 banknotes closeup.
    February 17, 2021
    • Investor Services
    January retail sales data will be the US data highlight; January PPI data will also hold some interest; some cracks may be starting to appear; FOMC minutes will be released this afternoon; Canada reports January CPI
  • U.S. $100 banknotes closeup.
    February 16, 2021
    • Investor Services
    With the impeachment trial over, Congress turns its attention back to the stimulus package; the US curve continues to steepen to new highs; January retail sales data tomorrow will be key for the dollar’s near-term outlook; Fed manufacturing surveys for February will start to roll out
  • planet earth from space with sun rising
    February 14, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 14, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 12, 2021
    • Investor Services
    Weekly jobless claims data are worth discussing as they suggest labor market stress is ongoing; Treasury completed its sale of $126 bln in total coupon debt this week; the CBO forecasts a wider budget deficit for 2021
  • U.S. $100 banknotes closeup.
    February 11, 2021
    • Investor Services
    January CPI came in lower than expected; Treasury will sell $27 bln of 30-year bonds; weekly jobless claims data will be watched for signs of improvement
  • U.S. $100 banknotes closeup.
    February 10, 2021
    • Investor Services
    January CPI data will be the US data highlight; Treasury will sell $41 bln of 10-year notes; January budget statement will draw some attention;
  • planet earth from space with sun rising
    February 09, 2021
    • Investor Services
    Our take on the latest drives for EM Asian markets.
  • U.S. $100 banknotes closeup.
    February 09, 2021
    • Investor Services
    Reports suggest President Biden is likely to push through much of his aid proposal without Republican support; high yield corporate bonds are extending their rally; US Treasury will sell $58 bln of three-year notes
  • Close-up of folded dollar-bills
    February 08, 2021
    • Investor Services
    The U.S. curve continues to steepen to new highs; market appetite will be tested this week with heavy UST supply; inflation expectations continue to rise in the U.S.
  • planet earth from space with sun rising
    February 07, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 07, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • Building with Flag on top of it
    February 04, 2021
    • Investor Services
  • Two dollar bills folded up like arrows
    February 03, 2021
    • Investor Services
  • Dollar sign combined with a rocket
    February 02, 2021
    • Investor Services
  • Close up of Benjamin Franklin on the 100 dollar bill with financial graphs in front of him
    February 01, 2021
    • Investor Services
  • car driving down country road blur
    January 31, 2021
    • Investor Services
  • Cover of Foreign Exchange Magazine Quarter 4 2020 with marble
    October 14, 2020
    • Investor Services
    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.
  • Foreign Exchange Outlook newsletter cover
    July 30, 2020
    • Investor Services
    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.
  • Green floating monetary signs on a blue background
    May 13, 2020
    • Investor Services
    Forecasts for major and emerging market currencies through Q4 2020.
  • Empty yellow train seats
    May 13, 2020
    • Investor Services
    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 restrictions from 1 (open) to 4 (closed) across the following factors: (a) schools, (b) non-essential businesses, (c) borders, (d) social distancing and (e) severity of penalties/prosecution.
  • Colorful people wearing white masks
    May 13, 2020
    • Investor Services
    We discuss the key economic developments for Brazil, South Africa, South Korea, and China.
  • Scattered wooden jenga pieces on a wood background
    May 13, 2020
    • Investor Services
    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.
  • The earth from space
    May 13, 2020
    • Investor Services
    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. Those two months saw a flurry of policy responses around the globe that we will recount here.
  • Foreign Exchange Outlook newsletter cover
    May 13, 2020
    • Investor Services
    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.
  • Foreign Exchange Outlook for first quarter 2020 cover
    December 20, 2019
    • Investor Services
    In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q1 2020.
  • Abstract Business Person on the Edge of a roof against a green background
    December 20, 2019
    • Investor Services
    With the two biggest tail risks – the trade war and Brexit – seemingly addressed, markets are embracing the improved global outlook.
  • zen garden with raked sand and a smooth stone
    December 20, 2019
    • Investor Services
    Emerging markets (EM) should enjoy a period of relative calm from external factors until the electoral cycle picks up in the US.
  • Floating green monetary signs on a blue background
    December 20, 2019
    • Investor Services
    Forecasts for major and emerging market currencies through Q4 2020.

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