(1) Fed AIT, A New Salvo In The Undeclared Currency Wars (3 min read) Dominique Dwor-Frecaut gives her take on how Average Inflation Targeting could be a net negative for the dollar, with other major central banks unwilling or unable to follow the Fed.
(2) The Gloomy UK Economic Conundrum (5 min read) Brexit, structural considerations, a dovish sounding BoE and earlier end to fiscal stimulus are all reasons the UK may opt for looser monetary policy in the coming quarters. Viraj Patel delves into whether this is a likely scenario.
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(1) Fed AIT, A New Salvo In The Undeclared Currency Wars (3 min read) Dominique Dwor-Frecaut gives her take on how Average Inflation Targeting could be a net negative for the dollar, with other major central banks unwilling or unable to follow the Fed.
(Dominique Dwor-Frecaut│ 3rd September, 2020)
(2) The Gloomy UK Economic Conundrum (5 min read) Brexit, structural considerations, a dovish sounding BoE and earlier end to fiscal stimulus are all reasons the UK may opt for looser monetary policy in the coming quarters. Viraj Patel delves into whether this is a likely scenario.
(Viraj Patel│ 3rd September, 2020)
(3) Turning Positive On INR (3 min read) Forthcoming BoP data are expected to show fresh all-time highs for India’s basic balance. Currency strength should therefore continue, writes Caroline Grady.
(Caroline Grady│ 3rd September, 2020)
(4) Abe’s Missed Opportunity (2 min read) Abe’s political clout and economic policies provided Japan with the reform momentum it needed. But Japan expert, Andrew Rozanov, sees Abe’s achievements as disappointing.
(Andrew Rozanov│ 1st September, 2020)
(5) Trump Re-election Odds Jump, As Does Chance Of Rising Market Uncertainty (3 min read) Trump’s focus on law and order has seen his approval ratings rise and Biden’s previous-wide polling advantage collapse. Caroline Grady discusses how a close and contested election mean rising market uncertainty.
(Caroline Grady│ 2nd September, 2020)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)