G10 FX Talking: Time to back the hawkish central banks
Real interest rates will become increasingly important this year. A dovish Fed should mean the dollar can fall further
How a week of intense central bank activity can impact G10 currencies
We expect the Fed to delay the tapering announcement and possibly hold the dollar back, and the same could happen with the Riksbank and SEK. The BoE, BoJ…
G10 FX short-term valuation: Most currencies have further to run vs USD
Based on our short-term fair value model, EUR, JPY, NZD and AUD are all undervalued vs USD by more than 1%. Among European FX, although GBP screens rich…
Our US election G10 FX scorecard is here to gauge the impact of various election scenarios on G10 FX. In our view, the 'Blue Wave' scenario would…
While monetary and fiscal policy have moved in tandem in the US, coordinated fiscal measures (coronabonds) have still not found enough 'friends'…
G10 FX Week Ahead: When the music's over
G10 FX Week Ahead: I need a dollar, a dollar is what I need
The sell-off linked G10 FX opportunities
