Tag Archives: US dollar

Champagne for Risk Assets

First round French presidential elections results: Key takeaways It was an absolutely unprecedented first round, with four contenders quite close in the polls and just one of them (not ranked among the strongest) belonging to a traditional party. This unpredictability … Continue reading

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Should the Fed be More Concerned about Inflation?

Ken Taubes is Chief Investment Officer, US. We believe inflation is rising more quickly than many appreciate, and that the Federal Open Market Committee (FOMC) risks falling behind the curve. Inflation, including wage inflation, is trending upward in an environment … Continue reading

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Key Risks for the USD Bull Market in 2017

Part three in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US.  In my previous posts, I discussed the three factors that will fuel the USD rally in 2017: fiscal stimulus proposal (USD Bull Market: Key Drivers … Continue reading

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A 2017 USD Bull Market? More Factors to Consider.

Part two in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US.  In my last post, USD Bull Market: Key Drivers in 2017, I discussed the first of three drivers of the US dollar (USD) bull market: … Continue reading

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USD Bull Market: Key Drivers in 2017

Part one in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US. The US dollar (USD) bull market entered its fourth consecutive year in 2016 and we believe factors are aligning for the rally to enter its … Continue reading

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