Hard Currency

A 14-year high for the dollar, the renminbi’s best-ever two-day gain, a sharp dollar correction and a central bank intervention. David Bloom of HSBC walks Roger Blitz through the frantic foreign exchange start to the year and concludes that the dollar rally is nowhere near over.

 

Simon Derrick of BNY Mellon looks back on a trumultuous year in the foreign exchange market, and gives Roger Blitz his predictions of the big market events for 2017

 

The Federal Reserve’s hawkish position, which is driving dollar strength, is not a response to Donald Trump and the prospects of fiscal stimulus, Mark Astley of Millennium Global Investments tells Roger Blitz, but a reappraisal of the strength of the US economy

 

After the turbulence of 2016, Saxo Bank chief economist Steen Jacobsen dares to offer Roger Blitz his predictions for next year, including a stronger pound and yen, and a dollar that disappoints its bull advocates

 

November awoke investors’ animal spirits, no more so than in the dollar rally, but Alan Wilde of Barings tells Roger Blitz that pitfalls lie in the way throughout December

 

The US currency is on a tear, but it’s not all down to Donald Trump, Silvia Ardagna from Goldman Sachs tells Katie Martin. With investors finally catching up to US economic strength, an overshoot in the buck is easy to imagine.

 

A market that is learning to tread cautiously when it comes to politics has become remarkably gung-ho about what Donald Trump’s election victory means for the dollar and the US economy. Kamal Sharma of Bank of America Merrill Lynch tells Roger Blitz why investors are piling into the greenback and treating the euro with caution

 

A market that is learning to tread cautiously when it comes to politics has become remarkably gung-ho about what Donald Trump’s election victory means for the dollar and the US economy. Kamal Sharma of Bank of America Merrill Lynch tells Roger Blitz why investors are piling into the greenback and treating the euro with caution

 

We don’t know which of his policies President Trump will be able to implement, Nomura’s Bilal Hafeez tells Roger Blitz – but it’s a pretty reasonable bet that a period of dollar strength is coming

 

Political risk once again messed with foreign exchange investors, putting pressure on the dollar in the week before the US election and boosting the pound. Paul Lambert at Insight Investment tells Roger Blitz why this is no time for conviction trading