My Top Currency Charts

My macro & FX analysis is premised on both a detailed qualitative assessment of Emerging and G20 fixed income markets and economies and a rigorous quantitative analysis of data, trends, policy decisions and global events too often taken at face-value. A picture can say a thousand words and a well-constructed and timely chart can shed light on often complex economic

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Broken Records

The past year has been remarkable with political precedents set in the US, UK and France, still record-low central bank policy rates in most developed economies and financial markets and macro data at all-time or multi-year highs (and lows). The US presidency is fraught with problems but markets are turning a blind eye…for now. The UK is still on course to be

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