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Focus - Currency Matters July 2023

Central bank action over the next few weeks will be key for FX markets. We are sticking with our USD bear view for the most part, but are tempering our 12-month USD bear forecasts vs. most major FX rates. If you would like to read our report, contact us at

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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