Macro Strategy: Weaponising FX

  • Policymakers talk down the USD but the only way is up in this trade war
  • China FX weakness has offset some tariff costs; more to come
  • We buy USD/CNH upside via a digital call and sell CNH/JPY

Economics

Politics

VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

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TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

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