Olivier DesbarresJapanese Yen — Myths and realitiesThe Yen depreciated about 13% versus the US Dollar between 5th January 2021 (a 9-month high) — and 4th January 2022 (a 4-year low) but has…Jan 28, 2022
Olivier DesbarresLow global FX vol: maturity or complacency?Global FX volatility — as measured by the 5-day Standard Deviation (SD) in the daily percentage change in the spot (closing) price of a…Aug 12, 2021
Olivier DesbarresCrunch time for Singapore Dollar and RenminbiWe estimate that the USD-value of central bank FX reserves — adjusted for currency-valuation effects — in China, India, Indonesia, Korea…Apr 1, 2021Apr 1, 2021
Olivier DesbarresDollar’s recent weakness — Blip, not new trendIn the past nine weeks major currencies and global equity markets have traded broadly in line with our expectations.Feb 12, 2021Feb 12, 2021
Olivier DesbarresForecast review: USD, CNY, EM & global growthWe concluded in Far more to Renminbi than USD/CNY cross (8th December 2020) that the risk was tilted towards the People’s Bank of China…Dec 21, 2020Dec 21, 2020
Olivier DesbarresJapanese Yen — Myths and realitiesThe Yen depreciated about 13% versus the US Dollar between 5th January 2021 (a 9-month high) — and 4th January 2022 (a 4-year low) but has…Jan 28, 2022
Olivier DesbarresLow global FX vol: maturity or complacency?Global FX volatility — as measured by the 5-day Standard Deviation (SD) in the daily percentage change in the spot (closing) price of a…Aug 12, 2021
Olivier DesbarresCrunch time for Singapore Dollar and RenminbiWe estimate that the USD-value of central bank FX reserves — adjusted for currency-valuation effects — in China, India, Indonesia, Korea…Apr 1, 2021
Olivier DesbarresDollar’s recent weakness — Blip, not new trendIn the past nine weeks major currencies and global equity markets have traded broadly in line with our expectations.Feb 12, 2021
Olivier DesbarresForecast review: USD, CNY, EM & global growthWe concluded in Far more to Renminbi than USD/CNY cross (8th December 2020) that the risk was tilted towards the People’s Bank of China…Dec 21, 2020
Olivier DesbarresDollar, Euro & Sterling in focus, Asian currencies under the radar screenMuch of the market focus in recent months has been on major reserve currencies, namely:Sep 17, 2020
Olivier DesbarresChina’s V-shaped recovery under the microscopeChinese GDP growth (seasonally-adjusted) was 11.5% qoq in Q2. This was stronger than consensus forecast (+9.6% qoq) and more than reversed…Jul 20, 2020
Olivier DesbarresGlobal growth shaken, central banks stirredThe drastic measures which governments across the world have taken so far to mitigate the spread of the coronavirus have few precedents…Mar 6, 2020
