FX Markets Chart Pack We don’t think the US dollar has peaked yet While the dollar has dropped back sharply over the past week, we continue to think that its rally has further to run as the global economy slows further and safe-have demand intensifies. 4th October 2022 · 11 mins read
FX Markets Chart Pack We now expect more weakness in European currencies While the euro, sterling, and most other European currencies have already fallen significantly against the dollar over the past year or so, we now expect them to weaken further over the next twelve... 1st September 2022 · 11 mins read
FX Markets Chart Pack We expect the US dollar to continue trending higher While the strength of the US dollar already reflects expectations that the Fed will continue its aggressive policy tightening, we think that disappointing global growth and weak risk sentiment will... 30th June 2022 · 11 mins read
FX Markets Chart Pack We think the dollar rally will eventually resume While the US dollar has fallen back over the past couple of weeks after a strong run, we think that the key underlying drivers of the greenback’s appreciation this year remain in place. 27th May 2022 · 11 mins read
DM Markets Chart Pack Markets are creaking but not (yet) breaking So far, the sell-off across bond and equity markets this year has not triggered major signs of systemic risk. If that were to change, central banks would probably have to step in to prevent a... 20th May 2022 · 8 mins read
FX Markets Chart Pack We think the dollar rally has stalled, not ended The rally in the dollar seems to have paused this month, and indeed the greenback has fallen against some major currencies – especially those in Europe – this month. We think this largely reflects the... 31st March 2022 · 6 mins read
FX Markets Chart Pack The Russia-Ukraine war and currency markets The dollar has generally strengthened since Russia’s invasion of Ukraine, while European currencies have generally been the hardest hit by the war. But unlike in most risk-off episodes, the currencies... 4th March 2022 · 6 mins read
DM Markets Chart Pack Some signs of strains in markets but no panic yet In light of the growing economic and financial fallout from the war in Ukraine, this publication takes stock of the various signs of stress across the global financial system. We intend to update the... 3rd March 2022 · 9 mins read
FX Markets Chart Pack We expect the rally in the dollar to continue in 2022 While the dollar has not made much further headway this month, despite the Fed’s hawkish message at its latest policy meeting, we think the key underlying drivers of the greenback’s rally – the... 17th December 2021 · 8 mins read
FX Markets Chart Pack US dollar bull market might just be getting started The dollar has risen to its strongest level in more than a year and, though it is not our central forecast, we think the risk of a more sustained dollar bull market is increasing. 19th November 2021 · 10 mins read
FX Markets Chart Pack Dollar reaches a crossroad The US dollar has rallied to its strongest level since November 2020, and we think it will remain strong on the back of the Fed’s hawkish shift and ongoing uncertainty around the global recovery. 11th October 2021 · 10 mins read
FX Markets Chart Pack We expect the US dollar will appreciate further We think that the US dollar will continue to trend higher through the end of this year as commodity prices fall further and long-term government bond yields increase by more in the US than elsewhere. 27th August 2021 · 7 mins read
FX Markets Chart Pack We expect more upside for the US dollar We continue to think that the US dollar will rise further in the second half of the year as the divergence between the US and other major economies in terms of growth and, especially, inflation... 27th July 2021 · 10 mins read
FX Markets Chart Pack We think the rally in the US dollar has further to run The sharp rise in the US dollar following last week’s FOMC meeting reinforces our view that the greenback will appreciate further against most currencies this year. 24th June 2021 · 10 mins read
