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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?
To what levels will interest rates rise? And how fast? Is it necessary to hedge your interest rate risk?

Risk & Strategy publications

Negative prospects for the dollar

Eddy Markus
Thursday, 6 August 2020
Eddy Markus

Financial markets are in for turbulent times. We foresee substantial corrections for many asset classes, including EUR/USD and equity markets. However, in the long run, we wouldn’t be surprised if the S&P 500 index would manage to reach levels in the range of 5,000-6,000 and we expect a considerable weakening of the dollar. This report explains why.

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Corona crisis stirs up a storm that was already raging

Andy Langenkamp
Thursday, 30 July 2020
Andy Langenkamp

The corona crisis may not have turned the world upside down, but it has at least made it dizzy. The pandemic coincides with a number of other trend breaks, new trends and other important developments that will strongly influence future global economic growth and prospects for financial markets.

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More Risk & Strategy publications

Foreign Currencies publications

Stronger euro triggers trend change for EUR/USD

Eddy Markus
Monday, 10 August 2020
Eddy Markus

The outlook for the euro is improving as EU countries have taken a more effective approach to deal with the coronavirus than the US and the EU recovery fund inspires more confidence in the stability of the Eurozone. What does this mean for EUR/USD?

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EUR/USD & GBP Hedging Perspective

Eddy Markus
Tuesday, 4 August 2020
Eddy Markus

Market sentiment towards EUR/USD is highly positive. As such, we reckon with a corrective retreat in the near-term. However, thereafter we foresee a further rise to above 1.20.

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More Foreign Currencies publications

Interest Rates publications

Long-term interest rates headed towards all-time lows

Ron Markus
Monday, 3 August 2020
Ron Markus

Our expectation is that long-term interest rates are currently staging a long-term bottoming out process and will rise significantly in the coming years..

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On the eve of a trend reversal

Ron Markus
Monday, 20 July 2020
Ron Markus

After a decades-long declining trend in long-term interest rates, deflation is the number one enemy of the economy; a position held by inflation in the early eighties. However, we are in for a far-reaching turnaround in interest rate markets due to changes in economic structure, economic policy and global developments.

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More Interest Rates publications