FX Markets

FX Markets Weekly Wrap

All eyes on Wednesday’s FOMC announcement

Although Treasury yields somewhat surprisingly fell after the larger-than-expected rise in last month’s inflation in the US, the dollar is ending the week slightly stronger against most currencies. Attention next week will be focused on the FOMC meeting, and especially on whether Fed officials start ‘talking about talking about tapering’ asset purchases. While we don’t expect the FOMC to formally announce tapering until later this year, any hints about its intentions in that regard could provide some support for Treasury yields and the dollar.

11 June 2021

FX Markets Focus

Why we expect the US dollar to reverse course

Having fallen back to near its post-pandemic lows, we don’t think that the decline in the US dollar will continue. In this Focus, we explain why instead we expect the dollar to strengthen against most currencies over the next 12-18 months.

11 June 2021

FX Markets Update

We now forecast major CEE currencies to outperform the euro

We now expect interest rates to rise across Central and Eastern Europe in the coming years and for all the major currencies to strengthen against the euro, with the Czech koruna and Polish zloty faring best.

10 June 2021

Latest Research

FX Markets Weekly Wrap

Lacklustre payrolls report leaves the dollar hanging

4 June 2021

FX Markets Update

Why we remain bearish on the renminbi

4 June 2021

FX Markets Update

What to make of the commodity currency divergence

1 June 2021

FX Markets Weekly Wrap

Payrolls take centre stage again

28 May 2021

FX Markets Focus

A primer on our new FX Markets service

27 May 2021

FX Markets Weekly Wrap

Prospects for central bank tightening remain in focus

21 May 2021
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