We have now updated our thoughts on INR for the 2nd half of the year. These are below:
Whilst large negative swings in emerging market currencies were widely... Read More >
We have now updated our thoughts on EUR for the 2nd half of the year. These are below:
The danger to the euro in the 2nd half of the year is an overreaction.... Read More >
We have now updated our thoughts on SEK for the 2nd half of the year. These are below:
The lack of political fear in the price of the euro has led the SEK we... Read More >
We have now updated our thoughts on DKK for the 2nd half of the year. These are below:
Danish krone was barely mentioned in the first half of the year as the... Read More >
https://www.youtube.com/watch?v=7wwUqzF0S0k&
So much of the next 12 months in the world of currency rests on what happens to the US dollar and indeed as ... Read More >
We have now updated our thoughts on GBP for the 2nd half of the year. These are below:
The keenest discussion for the pound coming into the second half of th... Read More >
We have now updated our thoughts on PLN for the 2nd half of the year. These are below:
The zloty has definitively outperformed our expectations so far in 201... Read More >
We have now updated our thoughts on AUD for the 2nd half of the year. These are below:
As with the New Zealand dollar (NZD), our view that AUD would dip towa... Read More >
https://www.youtube.com/watch?v=w2Ofo_bqV80
Much like India, we think that Indonesia displays few characteristics of a country that will be meaningfully dama... Read More >
https://www.youtube.com/watch?v=mm7iiv-GXbM
‘Have your cake and eat it’ was seen on a set of Brexit negotiation notes as a civil servant walked int... Read More >