Are Fed tightening cycles good or bad news for emerging markets? (Part I)
Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]
Tag Archives: USD
Have we seen peak EUR?
The euro is up 12% against the USD this year. We haven’t seen this kind of euro appreciation for quite some time, as the ECB was the last central bank […]
The week in charts – episode 2
11. Mark Rutte’s VVD wins Dutch elections, Wilders’ PVV second In the end, things were much less exiting than the polls made us believe. Rutte became the clear winner obtaining […]
Week End Blog – Dovish Dots
The Week End Blog is back! And so are central banks. If you thought their toolkit was empty, guess again. The ECB neatly demonstrated that central bankers have become notoriously […]
For those betting on a stronger USD, the odds are against you!
Even after Yellen’s dovish statement and the downward adjustment in the expected ‘appropriate’ interest rate levels visualized by the FOMC ‘dot plot’, the Federal Reserve is the only major central […]
Week End Blog – From Currency War to Oil War
We already had a currency war, and now a fresh new war seems to have started. After OPEC refrained from a production cut, Saudi Arabia this week offered customers in […]
Week End Blog – A Week of Gold & Currencies
This week in financial markets was a lot about gold and currencies. In what was considered a sideshow for quite some time, the upcoming Swiss gold referendum suddenly made its […]
How big is Bitcoin? Part I – Bitcoin as a Currency
Bitcoin is becoming a regular in the news headlines. And, while a lot of people remain unfamiliar with the digital currency for now, Bitcoin is gaining traction. All this has […]
Has the euro depreciation commenced?
For some years now, a big part of the movement of the euro against the US dollar is explained by two factors; the ratio of the size of the balance […]
What Is Driving The Euro?
A couple of months ago I wrote about the two contradicting factors at work that prevented the USD/EUR from finding direction. This has changed of late. While from a longer […]
