Independent research into the global economy and key FX and interest rate markets in one place

Download publications with mid-term analyses. Ideal for teams involved in hedging financial market risks. Request a free trial period.

JumboHuntsmanTransaviaWagenborgEcco
What are the specific risks for the financial markets? What political risks will have an impact?
What levels for EUR/USD and EUR/GBP can you expect in the months ahead. What are the scenarios?
Publications
To what levels will interest rates rise? And how fast? Is it necessary to hedge your interest rate risk?

Risk & Strategy publications

Debt accumulation and an inflationary policy as a false solution

Eddy Markus
Thursday, 13 December 2018
Eddy Markus

Financial markets are starting to revolt against the on-going piling up of debt. Governments will try and find an escape route via a combination of increasing budget deficits and inflation policies. Which economy will be tempted first and go down that path?

Register and download

Your request has been sent

West in KBO mode

Andy Langenkamp
Thursday, 17 January 2019
Andy Langenkamp

'Keep buggering on' is what numerous Western countries have done in the years after the financial crisis. Will this come back to haunt them in 2019?

Register and download

Your request has been sent

More Risk & Strategy publications

Foreign Currencies publications

US economy could surprise in a positive way

Eddy Markus
Tuesday, 15 January 2019
Eddy Markus

As opposed to Europe, the US still retains some room  for monetary stimulus in case of a slowdown. This is not necessarily negative for the dollar.

Register and download

Your request has been sent

Postponement of Brexit will offer relief for the time being

Ron Markus
Tuesday, 15 January 2019
GBP
Ron Markus

Despite the fact that the pound may temporarily strengthen due to Brexit relieve, we see this effect disappear in the future.

Register and download

Your request has been sent

More Foreign Currencies publications

Interest Rates publications

Changes at the ECB will not affect monetary policy

Ron Markus
Monday, 14 January 2019
Ron Markus

The ECB could postpone a first rate hike amid slowing growth. Nevertheless, a difficult and challenging task will await Draghi’s successor as new ECB president 

Register and download

Your request has been sent

Dot plot versus market expectations

Eddy Markus
Monday, 14 January 2019
Eddy Markus

Economic leading indicators and market developments signal that the next policy move by the Fed is a rate cut. Yet, we think the Fed will hike rates this year…

Register and download

Your request has been sent

More Interest Rates publications