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Author's articles

USD Gains on FOMC Anticipation; EUR and GBP Struggle, TRY Drops, CLP Rallies on Strong GDP, COP Hit by Minister Exit

USD Gains on FOMC Anticipation; EUR and GBP Struggle, TRY Drops, CLP Rallies on Strong GDP, COP Hit by Minister Exit

USD gains ahead of March FOMC meeting
Focus will be on ‘dots’, risks and economic projections
EUR-USD and GBP-USD show signs of fatigue

Germany’s Political Changes and the USD: A Shift in Market Sentimen

Germany’s Political Changes and the USD: A Shift in Market Sentimen

Political changes in Germany have weighed on the USD...
...and so has the broader debate around US exceptionalism
We revise our forecasts but still expect a strong USD in the longer run

USD Firming Amid Tariff Uncertainty. What Trump's Trade Talks, US Data, and Geopolitics Mean for the Dollar and Global FX

USD Firming Amid Tariff Uncertainty. What Trump's Trade Talks, US Data, and Geopolitics Mean for the Dollar and Global FX

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