Since US President Trump’s reciprocal tariffs address on April 2, the EUR is the second best performing G10 currency after the safe-haven CHF, Rabobank’s FX…
The Pound Sterling’s (GBP) struggle to keep pace with the Euro (EUR) this year reflects a shift in market optimism in favour of Germany and…
The ECB concluded its strategy assessment yesterday. The review does not suggest major changes in the conduct of monetary policy, nor in the communication of…
The direction of oil prices this morning reflects the market’s cumulative view on what it deems to be the current level of risk regarding the…
The concept of ‘US exceptionalism’ covers many specific themes. For academics it may have referred to the US’s ability to attract bright minds from around…
The Pound Sterling (GBP) has had a good run in recent weeks. Notwithstanding cable’s uptrend this year, EUR/GBP has dropped from the year’s high close…
US treasuries appear to have drawn some comfort today from the Supreme Court’s ruling that the unique structure of the Fed may protect its board…
At the end of last week, Japanese Finance Minister Kato indicated that he would look to talk about FX with US Treasury Secretary Bessent this…
The resilience of the US economy in recent years was interpreted by many investors as a demonstration of US ‘exceptionalism’, Rabobank’s FX analyst Jane Foley…
News that the US and China have reached an agreement that substantially lowers trade tariffs between them for 90 days has sparked a wave of…