currencies

If you thought this year was off to a challenging start for investors, fasten your seatbelts. March could very well turn out to be the most important month of the year. This does not mean there is easy money to be made or low-hanging fruit…

It turns out, according to most interpretations of the SAFE report, that the speculators creating the hot-money inflows are not the much-vilified foreign hedge funds – surprise, surprise – but Chinese businessmen bringing money into the…

The German strategy appears to be rudderless at the moment. It is not clear what concessions it can elicit in exchange for offering a "comprehensive" solution to the debt crisis. Getting rid of wage indexing,a constitution amendment to…

The US dollar is broadly stronger this morning as geopolitical tensions in Libya and the Middle East prompt demand for safe haven securities. Indeed, the dollar, yen and Swiss franc are all higher as the reboot of risk-off has driven a…

Claus Vistesen with one economist's view on China and EM currency revaluation, innovation in 3D manufacturing and the climate change debate

China is grappling with rising inflation. This column argues that the Chinese government, instead of focusing on micro-managing the economy, should grant its central bank room for further reform of its monetary policy. To make more…

from the Brown Brothers Harriman Currency Strategy Team Highlights The dollar is largely confined to narrow trading ranges, with sterling one of the day’s top performers following BoE’s Sentance comments that the inflation report…

By Win Thin Now that we are about halfway through Q1, we thought it would be helpful to take a look at how equity markets have performed so far this year.  The tables below summarize MSCI performance for a variety of countries and…

Highlights The US dollar is little changed since Friday but stronger against the euro, which is largely a sign of euro weakness as opposed to dollar strength. The euro is susceptible to event risk this week, after hitting recent highs,…

Highlights The US dollar is trading on a softer footing versus the majors and most EMs, consolidating some of yesterday’s gains, with the New Zealand dollar and the euro leading the move higher. The euro is enjoying early strength,…