Report
Peter Warburton ...
  • Tom Traill
  • Yvan Berthoux
EUR 1462.13 For Business Accounts Only

Market Focus January 2020

Currencies in play

Dampened currency volatility and tight trading ranges can reflect settled expectations and confident fundamentals. Or, they can be expressions of nervous anticipation in the context of financial repression. If the latter, then we should look to much greater forex variability over the coming year as investors weigh specific risks and opportunities. If value is inching back into fashion, then cheap currencies (Japanese Yen, the Nordics, the Australian Dollar – and even the Euro) should outperform the former bastions of stability (US Dollar and Swiss Franc).

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Economic Perspectives
Economic Perspectives

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Peter Warburton

Tom Traill

Yvan Berthoux

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