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 >
2018 was a year of uncertainty for the Canadian dollar and while the close relationship with the United States is a double edged sword of both opportunity and p... 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 >
It is not a fashionable call to be optimistic when it comes to the Australian dollar coming into 2019 and we will caveat our optimism by saying that the first h... Read More >