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FX Quarterly Outlook for Second Quarter 2020

In the latest FX Quarterly, our strategists recount the flurry of global policy responses around the world to the ongoing COVID-19 crisis. We also provide our outlook on developed and emerging markets in Q2 2020. Continue reading “FX Quarterly Outlook for Second Quarter 2020”

FX Quarterly Outlook for Fourth Quarter 2019

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q4 2019.

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Emerging Market Country Profiles Q3 2019

Our faithful readers will know that we have been relentlessly negative on emerging markets (EM) for most of this year. We are turning a little more constructive now but more needs to be seen. The global liquidity story has turned more positive for EM. However, as we’ve seen in the past, this is not enough to sustain an EM rally.

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FX Quarterly Outlook for Third Quarter 2019

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q3 2019.

Continue reading “FX Quarterly Outlook for Third Quarter 2019”

Emerging Market Country Profiles: Global Backdrop to Remain Challenging

Profiles of Brazil, Mexico, China, India, Indonesia, and South Africa.

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