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What are the specific risks for the financial markets? What political risks will have an impact?
What levels for EUR/USD and EUR/GBP can you expect in the months ahead. What are the scenarios?
To what levels will interest rates rise? And how fast? Is it necessary to hedge your interest rate risk?

Risk & Strategy publications

A very uncertain future for Europe

Eddy Markus
Thursday, 17 October 2019
Eddy Markus

Current optimism about the Brexit agreement and de-escalation of the trade war will be short-lived. Britain’s departure from the EU is going to hurt in any event, resentment between China and the US is too deep and Europe is very vulnerable.

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Global economy confused by ‘great and unmatched wisdom’

Andy Langenkamp
Thursday, 10 October 2019
Andy Langenkamp

Financial markets are focused on Washington with a looming impeachment, the ongoing trade war and the uproar over US President Trump’s Syria policy. Will American politics tip the scales of the global economy?

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Foreign Currencies publications

Temporary increase in EUR/USD

Eddy Markus
Monday, 7 October 2019
Eddy Markus

Several developments are pointing to more upside potential for EUR/USD, including slowing US growth and therefor more rate cuts by the Fed, the risk of dollar interventions and a possible China-US trade deal.

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Growing division within central banks

Eddy Markus
Monday, 23 September 2019
Eddy Markus

We zien EUR/USD de komende tijd dalen richting 1,05, maar zal deze daling nu al inzetten of is er nog ruimte voor een fikse, tussentijdse opwaartse correctie?

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Interest Rates publications

Green light for temporary increase in long-term interest rates

Ron Markus
Monday, 14 October 2019
Ron Markus

As trade tensions are de-escalating and another Brexit extension is likely, the outlook for European long-term rates is improving. Yet, we expect this to be just a temporary rise.

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Temporary increase in long-term interest rates

Ron Markus
Monday, 30 September 2019
Ron Markus

European long-term rates will get a temporary boost from some positive political and economic developments and data. However, more powerful structural risks to growth will take over eventually.

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More Interest Rates publications