Australia Posts Smallest Trade Surplus Since May as Import Growth Outpaces Exports

Seeking AlphaOct 1 13:08

Morgan Stanley Global Macro Forum: Central Bank Reset – Repricing Our Macro Views

Main pointsFed Policy Path Revision: Further Rate Hikes Expected, Inflationary Slowdown to Ease Morgan Stanley has revised its outlook for the Federal Reserve's monetary policy, now anticipating two

CSOPSep 28 21:29

FX Outlook: Dollar Driven by Diesel—Undervalued with Momentum Intact

Main pointsThe U.S. dollar remains undervalued, and we maintain a bullish stance. Despite the dollar's recent strength, its exchange rate is still below what would be justified by interest-rate

CSOPSep 26 14:33

FX Implications of Global Reflation: Central Bank Divergence Drives Exchange Rate Trends

Key TakeawaysIn the context of global reflation, the US dollar and high-yield currencies (such as the Australian dollar and Norwegian krone) are expected to outperform low-yield funding currencies (

CSOPSep 22 14:46

FX Valuation Snapshot: JPY and IDR Undervalued, COP Overvalued

Main pointsAsia remains the region with the cheapest valuations, with the Japanese yen and the Indonesian rupiah being the most attractive. According to Deutsche Bank's trade-based valuation model (

CSOPSep 21 04:47

Actions Following the Rhetoric: Goldman Sachs’ View on the US Dollar, Japanese Yen, Hungarian Forint, South African Rand, and G10 Currencies

Main pointsThe U.S. dollar is weighed down by economic data, and uncertainty surrounding the policy reaction function is driving downside risks. Goldman Sachs attributes the dollar's recent weakness

CSOPSep 12 10:04