The USD Bear Case Faces a Monetary Policy Test (Amundi)
The September Fed hike closes, for now, the window for broad-based USD weakness. This window is likely to reopen…
Currency Management
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What Clients Expect from an FX Bank Today (Raiffeisen Bank International)
Competitive pricing is no longer enough. Clients increasingly expect FX services to combine reliable execution,…
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Flight to Safety or Flight from Carry? (Financial Analysts Journal)
The U.S. dollar drew inflows during the Global Financial Crisis and geopolitical events, while the 2024 carry…
The AI Race, Capitalism, and the Dollar’s Future (SUERF)
The AI race between the U.S. and China is not just a contest between AI models, but between economic models. The U…
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