Monthly archive September, 2016

Overall, the August jobs report was not strong enough for the Fed to hike at the next meeting in September, especially not after the very weak ISM report released yesterday, with the index falling below 50, indicating a contraction in Read More →

All G10 central banks have meetings in September and next week we will hear from the ECB, the RBA, the Riksbank and the BoC. Not so long ago, having four central bank meetings in one week would have been a Read More →

We maintain our bullish EUR view. A higher Fed rate would likely support the USD vs. currencies sensitive to front-end rate differentials. Generally, low-yielding currencies fall into this category, but even here differentiation is required. The EUR and CHF should Read More →