Depriving investors of US macro data, the government shutdown has brought a reprieve to the dollar. Bears have become discouraged by the lack of soft jobs evidence, and many have thrown in the towel.
Yet the September FOMC meeting made it clear that the Federal Reserve has shifted into risk management mode on jobs and should cut twice more this year. We think the European Central Bank is done ...
Latam FX continues to perform well, buoyed by high yields and some firmer prices for key exports. While we are not expecting ...
While Bank Indonesia’s intervention has so far stabilised the IDR, the recent sharp drop in FX reserves to a nine-month low ...
Fundamentally, the slowdown in consumption and wage growth remains the key disinflationary force. Retail sales have shown a ...
The dollar revealed its vulnerability during Friday afternoon’s FX trading. The fear remains that this year's hike in US ...
The impact of the US-China trade spat can be seen in China's import profile as well. Imports from the US slumped to -16.1% YoY in September amid reports of halting soybean purchases. Instead, imports ...
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