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

ECB may raise deposit rate later this year

Ron Markus
Monday, 21 January 2019
Ron Markus

Will a deposit rate increase be Draghi's final achievement as the ECB's president?

Register and download

Your request has been sent

Worries over US economy are exaggerated

Eddy Markus
Monday, 21 January 2019
Eddy Markus

Many analysts wonder when (not if) the Fed will implement a rate cut. Conversely, we think the US central bank will continue to hike its rate in 2019 …

Register and download

Your request has been sent

More Interest Rates publications