Weaker US data, coupled with the Fed's quantitative easing, supports carry trades generally, but particularly where local factors are favourable
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Cheaper available energy in the US could attract foreign direct investment to the country, making the structural outlook for the dollar much brighter
Currency markets have jolted back to life in recent weeks, largely driven by the change of government and monetary policy in Japan. With competitive devaluation of currencies clearly now in play, John Hardy believes the volatility is here to...
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