In Case You Missed It: US dollar’s ripple effect

Federal Reserve: On course for June

The Fed left monetary policy unchanged with the likely path for rate hikes remaining “gradual”. Nonetheless, with activity rising moderately…

US jobs report: Mixed messages but rate hikes remain on track

The new low in unemployment will attract the headlines, but wage growth disappoints. Nonetheless, the fundamentals look sound and will keep the Fed hiking…

China-US trade talks: A likely stalemate

We expect no material change in the current deadlock between China and the US over trade

Argentina: Robust policy shifts suggest steadier FX trends

With the announcement of decisive fiscal and monetary measures today, we expect the ARS to find stronger footing, and even appreciate slightly in the…

First thoughts on the EU’s budget plans

The European Commission’s proposals for the post-Brexit budget includes interesting and probably somewhat controversial new tools placing pressure…