EUR/USD, ecco perché i tassi reali sono (ancora) importanti
I tassi di interesse reali - aggiustati cioè per l'inflazione - giocheranno un ruolo chiave per il cambio euro/dollaro
Tariff slapdown: What the markets say
Tariff strike down lifts equities, hurts Treasuries and the dollar
US Dollar Credit Supply: Primary market shows strong start to 2026
Strong TMT issuance drives the supply seen in January
President Trump and Scott Bessent have been talking the dollar. We take some learning from this and map out a rates strategy
The dollar impact has proven very short-lived
FX Daily: EMFX ending the year on a strong footing
FX Daily: Rare positive news on US jobs
US Dollar Credit Supply: Jump in corporate supply but financials slower
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
Il dollaro ancora in declino. Ciclico o strutturale?
FX Daily: Oil dominates FX, Fed impact secondary
FX Daily: Markets preparing for high volatility
FX: A dollar decline is delayed, not deterred
FX Daily: The ISM litmus test
After grim December numbers and encouraging January ones, today’s ISM services index will tell us which of the last two reads was the aberration in…
FX Daily: Extra dose of dollar weakness
The dollar is inching lower again this morning and we think the ongoing correction could extend a bit more as optimism on US-China relations appears to be…
FX Daily: Dovish is the new black
FX Daily: Data sensitivity to keep FX volatility high
FX Daily: Bracing for US March CPI reading
Federal Reserve set for lift-off with 25bp hike
What to expect at the January Fed meeting
US payrolls may pour cold water on the dollar's momentum
