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February 16, 2010

The Recovery Story Begins to Dwindle

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Since the beginning of the financial crisis in mid-to-late 2007, almost every market participant was wondering where exactly prices would ...
December 17, 2009

A Year of Two Halves

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December 2, 2009

FX in a Brave New World

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The nature and breadth of the economic crisis are re-writing the rules of the game for all asset classes and challenging the foundations o...
October 22, 2009

Dollar Crisis or Bearish Dollar?

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September 24, 2009

A false start for policy expectations

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August 19, 2009

Central Banks Begin to Diverge

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Different folks, different strokes.
July 22, 2009

Contract together, rise alone

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Financial markets continue to remain in a state of uncertain flux as conflicting indicators and persistently unpredictable macro events s...
July 2, 2009

Uncertain Dollar Outlook

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Deterioration in US fundamentals could tip greenback into a crisis of confidence

US Dollar Uncertainty

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As economic recovery expectations diverge, the outlook for the US Dollar looks increasingly uncertain
June 17, 2009

The Bond Barket is Calling the Shots, As Usual

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April 30, 2009

£1 = €1 = $1 - Possible or probable?

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March 26, 2009

On Your Marks, Get Set, Print

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The world's central banks are off to the races...expect Main Street to be left behind.
March 2, 2009

A Wide Selection of Themes Continue to Drive Currencies

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Over the past 3-6 months several themes have gained prominence for being drivers of sentiment and price action. The most dominant and mar...
January 16, 2009

A New Year With the Same Old Troubles

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The variables change but the patterns remain the same, year-in-year-out.
December 4, 2008

Why is the US dollar doing so well?

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Despite gung-ho central bank policy, the US dollar remains elevated.
December 3, 2008

A Change of Tides, a Change of Themes

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Macro themes continue to keep investors guessing.
December 1, 2008

Sterling Takes a Tumble

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Sharp losses in all GBP pairs.