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Markets

Tell-Tell Forex and Debt

The US dollar is still by far the leading global reserve currency, and many market observers think that it will remain so for quite a long time.

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Don’t Cry for the Argentine Peso

The Argentine peso has depreciated by more than 40% since 2015, but I believe it is due for stabilization and could offer a carry trade opportunity with attractive risk-to-reward potential.

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Is China’s Renminbi the New “Safe Haven” Currency in Asia?

Has China’s renminbi unseated the Japanese yen as the new “safe haven” currency in Asia? Some market commentators have adopted this view given the renminbi’s recent strength, intensifying geopolitical tensions in Asia and Japan’s proximity to North Korea.

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To Hedge or Not to Hedge

At the start of 2017 we saw significant downside political risk to currency markets as we anxiously awaited the outcomes of milestone elections in the Netherlands and France and sought to understand whether President Trump would behave differently from Candidate Trump. Moreover, uncertainties around the Brexit process overshadowed the UK and the Eurozone.

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EUR could retest new high versus the USD

The Jackson Hole meeting has not delivered specific guidance for monetary policy; we have to wait for the next ECB meeting and Fed meeting to have more details on their respective future strategy.

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Market underpricing UK rate hike risk

Upside potential for GBP despite the mixed message from the Bank of England (BOE) keeping volatility elevated. The market is underpricing the chance of rate hikes.

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