FX Markets Focus What to make of the sterling quagmire While the UK government’s apparent U-turn on fiscal policy offers some hope of relief for sterling, we think the outlook remains precarious. We continue to expect that sterling will lose further... 20th October 2022 · 12 mins read
India Economics Focus Rupee to reverse course this decade The Indian rupee has continued its long-run trend of depreciation against the US dollar this year, taking it to a record low of 80/$. It may still weaken further in the near term. However, there are... 31st August 2022 · 17 mins read
FX Markets Focus We expect the dollar to stay strong as the Fed tightens The trade-weighted US dollar has edged up to multi-decade highs as the Fed has started to raise its policy rate. In this Focus, we analyse past Fed tightening cycles and explain why we think the... 12th May 2022 · 12 mins read
FX Markets Focus Our approach to currency valuation This Focus provides an overview of the concepts and models underpinning our new FX Markets Valuations Monitor. It is split into three sections. The first explains our framework for thinking about... 20th August 2021 · 14 mins read
FX Markets Focus Why we expect the US dollar to reverse course Having fallen back to near its post-pandemic lows, we don’t think that the decline in the US dollar will continue. In this Focus, we explain why instead we expect the dollar to strengthen against most... 11th June 2021 · 11 mins read
FX Markets Focus A primer on our new FX Markets service The purpose of this Focus is to introduce our new FX Markets service, which we launched in May 2021. It is split into three sections. The first provides an overview of the new service. The second... 27th May 2021 · 13 mins read
