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…
The Swiss franc’s strong performance and soft inflation have raised expectations of SNB action, while the euro’s recent strength is now under scrutiny amid economic…
Uncertainty may be a prevailing theme of the Trump presidency, but over the past month a number of lessons have been learnt which will likely…
The world will be watching the Japan/US trade talks that are due to start in Washington on Thursday. Japan is the first major country to…
The US dollar’s role as a global safe haven is being challenged amid rising budget deficits and trade tensions. As investor confidence wavers, traditional havens…
Following President Trump’s tariff announcement, the euro has shown surprising resilience, acting more like a safe haven currency alongside the Swiss franc and Japanese yen.…
Japan appears to be emerging from a 30-year battle with deflation driven by an economy expanding at a pace above its potential growth rate. That…
Today is expected to mark an extraordinary day for Germany. The Bundestag looks set to pass a constitutional amendment that will allow it to ease…
Last week we revised up our EUR/USD forecasts significantly mostly on the back of the will of the German coalition-in-waiting to change the country’s debt…