Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Currency
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Displaying 1 to 20 of 35 results
The greenback is overvalued fundamentally, but 2024 will disappoint dollar bears. The pivot the market expects on the back of...
Research Briefing
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
Consulting Report
Cross-border trade and business payments are shifting in real time. To help identify opportunities amid volatility, this new report by...
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...
Research Briefing
We think the Bank of Korea (BoK) will continue to focus on inflation and the Korean won (KRW) even as headwinds to growth and financial stability rise. In our view, an extended...
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
Following a hard winter, we expect the Nordic economies to rebound from mid-2023 as falling inflation turns real incomes positive,...
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
The Hungarian economy is being hit by a perfect storm of shocks, particularly surging inflation and a weakening currency. Our...
Research Briefing
Another wave of yen weakening has not deterred the Bank of Japan (BoJ) from leaving monetary policy unchanged at today's...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Research Briefing
Argentina's best shot at keeping its IMF deal afloat, regaining market access, and repaying bondholders is by boosting its forex...
Research Briefing
The resignation of Prime Minister Boris Johnson could leave a policy vacuum in the UK as the Conservative Party embarks...
Research Briefing
Amid a sharp depreciation of the yen, now at a 20-year low against the US dollar, financial markets have focused on the BoJ's possible adjustment to its...
Research Briefing
Globalisation has started to level off since its heyday prior to the global financial crisis. But while the Russia-Ukraine war...
Research Briefing
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks...
