Chief Investment Strategist
Summary: Increasing pressure on dollar as US goldilocks continues, and focus this week primarily on Japanese yen and Gold with US CPI on the radar. JPY could extend gains if BOJ pivot hopes for March 19 meeting gather hope, especially with ‘shunto’ wage negotiations set to conclude on March 13 and early results could be available this week. GBP outperformance also faces the wages test this week.
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26 Feb: Weekly FX Chartbook: Focus will shift back to inflation and rates trajectory
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19 Feb: Macro & FX Podcast: How the debate about the US economy has shifted
19 Feb: Weekly FX Chartbook: Dollar rally looking stretched, bullish signals for NZD
15 Feb: Swiss Franc’s bearish view gets more legs
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13 Feb: Weekly FX Chartbook: US and UK disinflation story in focus, watch for ECB split widening
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8 Feb: FX 101: USD Smile and portfolio impacts from King Dollar
5 Feb: Weekly FX Chartbook: More and more reasons to stay long US dollar
1 Feb: FOMC out, BOE and NFP next – will the hawkish waves continue?
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Chief Investment Strategist
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Head of Fixed Income Strategy
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Chief Investment Strategist
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Chief Investment Strategist
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Head of Commodity Strategy
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Chief Investment Strategist
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Chief Investment Strategist
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Chief Investment Strategist
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