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Forthcoming Event

Weak Euro and Strong Dollar

After several weeks of consolidation (basically since the last FOMC meeting on 18th March), it appears that the previous trends of broad weakness in the Euro and broad strength in the US Dollar are re-establishing themselves. It is not entirely clear exactly what was the trigger, however, price action has been pretty convincing with the Euro suffering its worst week against the Dollar since the summer of 2012...

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Goldilocks US Employment Report Supports US Dollar and Equities

The US employment report showed the economy generating lots of new jobs without too much wage inflation. This will allow the Fed to claim that they remain on track to meet their dual mandate and at the same time pursue a more modest rate rising cycle than the hawks are suggesting. The combination of decent growth and prospective rate rises has been extremely supportive...

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The Fed Delivers for Dollar Bulls

Whilst the language from the Fed was on the dovish side last week, the projected path for the Fed Funds rate was significantly more hawkish compared to the FOMC’s previous forecasts from just a quarter ago. Furthermore, with Yellen watering down her forward guidance at the ensuing press conference, replacing it with a “data dependent” approach, the bulls were given...

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Early Stages of a Bull Market for the US Dollar?

Expectations were high that Janet Yellen would be dovish in her speech at Jackson Hole. In the last several months, she has shown herself to be much more dovish than her regional board Governors, and this stance was fully expected to be seen this week. In fact, her speech was more balanced than many would have thought but it was certainly not hawkish...

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FED Meeting and U.S Employment Report to Confirm US Dollar Strength

Financial markets have been on cruise control for a number of weeks believing that the Yellen Fed is a dovish Fed and will keep interest rates low for a very long period of time. Furthermore, many investors believed such a dovish Fed would help deliver outsized returns from risky assets. We believe that the broader FOMC is more divided than has been seen for a very long time, with the...

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Never ending QE and dysfunctional politics threaten the US Dollar

It is beginning to appear as if the combination of never ending QE from the Fed together with a dysfunctional political approach to the US Government’s financiers is weighing on the US Dollar. Although the Dollar looks cheap in the big picture and there are in fact reasons to be bullish, these may get swamped by the fear that policymakers are simply running bad policy...

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Les clients vont-ils bientôt investir en ayant ...
La sortie de l’Union européenne va-t-elle faire ...
La mission du cycle de conférences organisé à ...