The peso was one of the best performing currencies in 2018 despite enduring a volatile year, gaining to 18 against the dollar in April before weakening to 21 by... Read More >
There is no easy way to say this but 2019 could be a really difficult year for the MYR. Nearly a quarter of all Malaysian debt is held overseas and debt at a go... Read More >
Some years see outperforming currencies of the previous year become laggards in the next. We do not think this will be the case for the Norwegian krone and furt... Read More >
Japan continues to grow unabashed in 2019 following a strong 2018. Unlike western economies such as the UK or the US, the consumption quotient of the Japanese e... Read More >
As we expected, the Indian rupee had a good 2018 and was protected from the broad swing of USD appreciation although we have to wonder whether this can continue... Read More >
The EUR will likely be the most important currency in the world in 2019 and how it, and the central bank that issues it, navigate the next twelve months will be... Read More >
The Indonesian rupiah will largely remain a currency whose moves are based around inflation expectations in 2019. The latest numbers suggest that inflation is b... Read More >
The yuan is ending 2018 well with the currency benefiting from a temporary ceasefire on trade and the slight softening of expectations as to by how much the Fed... Read More >
Where to start with sterling? Brexit is an all-consuming beast at the moment and will dominate the pound’s performance through the first two quarters of 2019 at... Read More >
Sky blue, water wet, the Swiss franc to remain range bound against the euro; we hold these truths to be self-evident. With an increase in political concerns in ... Read More >