One major central bank unlikely to pace the Fed is the ECB. A yawning gap between US and Eurozone breakeven rates underscores this, suggesting that the Euro may turn lower as the global monetary po… Read More

Looking into 2021, I

As economies continued to regain their footing, the US Dollar lost much of its luster as the Federal Reserve looks to stand firm on its accommodative policy stance into 2023. On the other hand, the… Read More

The New Zealand Dollar has been the best performing currency towards the end of the year, appreciating 6.8% against the US Dollar in November alone. I expect this appreciation to continue into the … Read More

In this low interest rate world with pent up aggregate demand and significant slack in the world

One of the most significant technical reactions this past year was in the US Dollar Index. Read More

The Singapore Dollar may continue its advance against the US Dollar in 2021 as capital keeps flowing into Emerging Markets. Read More

As the global economic outlook improves with pent up demand supporting growth, risks are tilted to the upside for oil prices, which in turn is likely to keep the Canadian Dollar afloat, particularl… Read More

On the NZD side, the good news of a potential global economic revival has been largely priced in to the markets already. On the GBP side, there is scope for the UK economy to perform better than wi… Read More

With Shinzo Abe now no longer leading Japan, can Abenomic-fueled Yen losses remain? Read More