A Guide To Currency Markets (Part I)
Published on
In this piece, we present our general analytical framework, with a focus on long-term determinants. We go through various methodologies and relate those methods to our views and current FX market developments, concluding that the dollar bull market is not over, EM currencies have more structural downside, and that it will take herculean efforts from the BoJ to arrest the yen surge.
BCA Research | FICC
Global Fixed Income Strategy, US Bond Strategy, Foreign Exchange Strategy, and Commodity and Energy Strategy.
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