Foreign Exchange Outlook for Q3 2018 (BBH)
This quarterly report by Brown Brothers Harriman examines the foreign exchange outlook for Q3. It focuses specifically on geopolitics, emerging markets and currency forecasts.
Currency Markets Outlook
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Where are emerging market currencies headed? (Pictet AM, Jul 2018)
The sell-off in EM currencies since mid-April is not comparable to the 2013 taper tantrum. Has it gone too far?
Swiss Franc Defensive Features Likely to Come Back into Fashion (Pictet WM, Jul 2018)
Trade tensions and heavy short positioning should pave the way for appreciation against the US dollar.
