Dollar – Diversification, rotation and valuations

Dollar – Diversification, rotation and valuations

Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Media and analyst reports focussing on the scope for further US Dollar weakness and Emerging Market currency outperformance have continued to proliferate in the past month. The consensus view is still...
Dollar – Diversification, rotation and valuations

Biden’s trump cards and challenges

Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research Barring another dramatic twist in an already torturous two months of political upheaval, Joe Biden will find a very full in-tray when he settles into the famed Oval Office in eight days time....
Dollar – Diversification, rotation and valuations

US Dollar – Calm before the storm?

Fixed Income Research & Macro Strategy (FIRMS) – 4X Global Research The Dollar has treaded water in the past three months, in line with our benign view that “forecasts of the Dollar’s demise as the world’s number one reserve currency are at best extremely...
Dollar – Diversification, rotation and valuations

Warnings about US economy and USD overblown

Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research The United States’ post-war record GDP contraction in Q2 of 9.5% qoq and the Dollar’s recent depreciation have been making headline news but some perspective is required. The US GDP contracted...
Dollar – Diversification, rotation and valuations

Retail sales key to UK economic growth recovery

Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research The volume of retail sales – the value of the sale of goods adjusted for domestic inflation – rose a faster-than-expected 14% mom in June. In level terms UK retail sales were only 1% below the...

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