A weak USD may signal a shift to non-US equities

As Peter Kinsella, UBP’s global FX strategist highlights, the US dollar bull market has likely run its course as we enter 2020. Indeed, since 1995, long-cycle inflections in the US dollar exchange range have coincided with long-cycle under/outperformance of US equities relative to non- US equities.

Read More

merchbank


Slower growth is unlikely to translate into a deeper downturn

Esty Dwek (Natixis AM) | Recent data has continued to point to a slowdown in global growth, but at a softer pace. We believe that this slower growth is unlikely to translate into a deeper downturn for the time being thanks to accommodative central banks, a robust global consumer and easing trade tensions.

Read More