Macroeconomic Environment Review In January, the US Dollar Index fell by 1.3%, which was half the amount it had fallen in December. However, Dollar weakness was not evenly spread, as some currencies,...
Macroeconomic Environment Review The value of the US dollar has decreased since our last communication in December. Compared to its peak in September, it has dropped 9.8%. The Japanese yen has had the...
As 2022 comes to a close, the global market and economy still face a series of unresolved issues, including global inflation, U.S. Federal Reserve interest rate hikes, and recession fears. In addition...
Macroeconomic Environment Review FX markets were driven by unexpected events and developments in 2022, notably the Ukraine war and the rapid adjustment in monetary policy. The big winner was the USD a...
Macroeconomic Environment Review Currency markets remained broadly directionless during the past month driven by changing market perceptions of relative monetary policy adjustments. The US Dollar was...
Macroeconomic Environment Review Financial and currency markets are on a roller coaster driven by the fear of recession and hopes that central banks will have to slow the pace of tightening soon. Poli...
Macroeconomic Environment Review The risk of recession in the major economies has increased yet financial markets are not very intimidated, hoping that central banks will prevent the worst. The USD sl...
We bet we know why you’re reading this note and what you’re hoping to get out of spending a few minutes on it. We think we could make good money if we guessed that you’re looking for answers to the sa...
Macroeconomic Environment Review The US Dollar has been the supreme performer so far this year. The US Dollar Index rallied 9.7% from the start of the year through the middle of May. USD strength was...
Macroeconomic Environment Review The US Dollar rallied across the board in April. The Dollar Index (DXY) surged nearly 5% in April with all other major currencies down significantly versus the greenba...
Macroeconomic Environment Review The Russia-Ukraine war remains a source of uncertainty but has not derailed financial markets. Europe is still most at risk and commodity currencies remain a good hedg...
Macroeconomic Environment Review Russia’s attack on Ukraine and the firm response by Western allies are both sea changes with far-reaching consequences. The near-term outlook is very uncertain but the...
