Currency Analysis & Comment

The US dollar is likely too entrenched to be seriously evicted from GRC status. The de-dollarization threat looms as the Chinese yuan assumes a more active role in international payments and as the...

When the U.S. Dollar broke out to new highs last year, it looked like nothing could stop the greenback. And the headwind of a strengthening dollar made it difficult for precious metals like gold and...

USD: Be careful chasing the dollar rebound The release of quarterly earnings in the US continues to paint a better picture for American corporates, with big tech companies beating estimates yesterday....

As key central bank meetings draw closer, markets appear to favor European currencies to the detriment of the dollar, whose rate advantage is being eroded. The two-year EUR-USD swap rate differential...

Brazilian President Lula recently asked the following questions:‘’Every night I ask myself why should every country have to be tied to the US Dollar for...

The Hungarian forint sold off 2% yesterday after a local central banker surprised markets by suggesting Hungary could make preparations to start easing interest rates. Central banks in Eastern Europe...

The dollar will be extremely hard to replace for four reasons: The rule of law, liquid financial markets, and economic and military might. 60% of global currency reserves are in dollars, and about...

With two weeks to go before the Fed and ECB meetings, central bank speakers have their last chances to steer market expectations before the quiet periods start. However, it appears markets have fully...

Headlines like the ones below lead some to believe that the U.S. dollar’s death may be coming soon.China, Brazil Strike Deal to Ditch Dollar for Trade- Barron’s 3/2023 China Completes...

We think EUR/USD may break 1.10 next week before the US payrolls, as the dollar remains vulnerable despite some repricing of dovish Fed expectations. USD: Struggling to find support The dollar has...

With the yen bearing the brunt of the risk rally, the dollar saw some delayed benefits from the re-tuning in Fed rate expectations and enjoyed a modest recovery yesterday. Today, all eyes will be on...

Markets have been more stable so far this week, as investors’ assessment of the risks to European lenders have improved. This has supported the European stock markets and the single currency. Assuming...

Markets have reassessed the risks to European lenders and looked considerably less concerned as markets re-opened on Monday. If this calm in Europe continues, monetary policy divergence is what may be...

While most investors were trying to gauge the Federal Reserve’s next moves in light of recent bank failures last week, something interesting happened in Moscow. During a three-day state visit, Chinese...