Neither Growth Nor Flows Support The Dollar

  • Global growth strong but US data likely to enter a soft patch 
  • Short-USD positioning is clean, and cleaner than it looks in EUR 
  • Add short-USD exposure by selling USD/RUB, close Gilt-UST trade on China news 

Economics

Politics

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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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