Global Economics

Jonathan Petersen joined Capital Economics in October 2020 and is a Markets Economist in the Global Markets team. He joined from Vanguard’s economic research team, where he specialized in currencies and global trade. Before that, he was a strategy consultant in Deloitte Consulting’s mergers and acquisitions practice. He holds an undergraduate degree in Economics and Corporate Strategy from Boston College and a masters degree in Economics from the University of Edinburgh.

Articles published by Jonathan Petersen

• We think that the yen will weaken further before long
• Taking stock of the FX market reaction to the FOMC
• All eyes on Wednesday’s FOMC announcement
• Why we expect the US dollar to reverse course
• We don’t expect rising inflation to lead to EM currency strength
• Payrolls take centre stage again
• We think the euro’s recent strength will prove to be transitory
• We expect recent strength in the South African rand to reverse
• We think the US dollar will strengthen again before long
• Three reasons we think the euro will weaken further this year
• We expect bond yield divergence to favour the USD
• We expect bond yield divergence to favour the USD
• Growing evidence of a sustained increase in US inflation
• What to make of higher FX-hedged Treasury yields
• We expect oil to be the key driver for the loonie
• We expect oil to be the key driver for the loonie
• We expect EM currency appreciation to moderate
• We expect EM currency appreciation to moderate
• Three risks to our forecast for a weaker dollar
• We think US dollar upside remains limited by loose Fed policy
• Three risks to our forecast for a weaker dollar
• We think the dollar will fall further as risky assets gain
• We think the dollar will fall further as risky assets gain
• We expect the euro to rise further against the dollar
• We expect the euro to rise further against the dollar
• Dollar may weaken further regardless of election result
• We expect Canadian dollar appreciation to persist
• We expect Canadian dollar appreciation to persist
• We expect Canadian dollar appreciation to persist