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Nordine Naam, Natixis

Are we heading towards excess demand for dollars?

Posted on: 18 July 2012

Not counting the few times when the dollar played a safe-haven role or when interest rates were very high in the United States, there has been excess global supply of dollars since the 1970s. In that time, a depreciation of the dollar has occurred in order to rebalance the dollar market. Today, we can see the emergence of trends in the United States (reindustrialisation, growing energy independence) and a weakening in the eurozone and China that, in theory, should lead to excess global demand for dollars and therefore a structural appreciation of the dollar. Indeed, this shift seems to have started already...

How would exchange rates adjust if the euro were to break up?

Posted on: 12 July 2012

An increasing number of financial institutions and multinational companies want to hedge the exchange rate risk that could stem from a possible break-up of the euro.

Markets not convinced by Greece

Posted on: 20 June 2012

The rebound of risky assets was over in a flash after the announcement of the victory of New Democracy (29.7% of the votes) in the Greek polls.

Weekly commentary – 15th June 2012

Posted on: 18 June 2012

Currency commentary covering EUR, USD, JPY, CHF, GBP, commodity currencies...

Weekly commentary – 8th June 2012

Posted on: 11 June 2012

Currency commentary covering EUR, USD, CHF, JPY, commodities markets...

Weekly commentary – 1st June 2012

Posted on: 6 June 2012

Currency commentary covering EUR, USD, JPY, CHF, GBP, SEK...

Weekly commentary – 25th May 2012

Posted on: 28 May 2012

Currency commentary covering EUR, USD, JPY, GBP, commodity currencies...

The sterling enigma

Posted on: 23 May 2012

Since mid-2011, sterling has appreciated sharply against the euro and has held firm against the US dollar. Meanwhile, the EUR/GBP has fallen back to test 0.79.

Weekly commentary – 11th May 2012

Posted on: 14 May 2012

Currency commentary covering EUR, USD, GBP, JPY, CHF, AUD...

Weekly Commentary – 4th May 2012

Posted on: 9 May 2012

Currency commentary covering EUR, USD, GBP, CHF, JPY...

Weekly Commentary – 27th April 2012

Posted on: 30 April 2012

Currency commentary covering EUR, USD, GBP, CHF, JPY, AUD, NZD...

Weekly Commentary – 20th April 2012

Posted on: 24 April 2012

Currency commentary covering EUR, USD, CHF, GBP, JPY, CAD, AUD, SEK...

 

 

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