Emerging Europe Economics 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... 10th June 2021 · 3 mins read
FX Markets Update Why we remain bearish on the renminbi We continue to think that the renminbi will end the year weaker against the US dollar and, while not an essential factor in that forecast, the recent steps by China’s policymakers to weaken the... 4th June 2021 · 3 mins read
FX Markets Update What to make of the commodity currency divergence Several emerging market commodity currencies have struggled this year, despite the rally in most commodity prices. We think that most will face further headwinds, even the current valuation gap may... 1st June 2021 · 4 mins read
FX Markets Update Why we still favour the US dollar over the euro Despite its recent resurgence, we continue to think that the euro will weaken against the dollar this year. 19th May 2021 · 4 mins read
FX Markets Update Our top 10 calls on currency markets This Update sets out the main calls of our new FX service. As part of our expanded coverage of currency markets, we will maintain and continuously update this set of core predictions. Our first FX... 12th May 2021 · 4 mins read
FX Markets Update We still think the future is brighter for Kiwi than Aussie 11th January 2021 · 4 mins read
FX Markets Update Assessing the outlook for real yields and the euro 16th December 2020 · 2 mins read
FX Markets Update We think the dollar will fall further as risky assets gain 10th December 2020 · 3 mins read