Macro Strategy: USD: The ties that bind

  • Dollar is in a stable equilibrium as bullish and bearish factors net out
  • Past strength a fading drag on S&P earnings, but a continued driver of rising imports
  • We expect USD to remain in a range, with a bias to sell on rallies

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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

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