Two sides to the U.S. dollar story

Also Interesting

• Status quo enough for markets
• 2020 Long-Term Capital Market Assumptions
• Van twee kanten: Luchtvaartsector

Weekly Commentary

• We see room for ongoing U.S. dollar strength versus most developed market peers and further depreciation against EM currencies.
• Global stocks rose on hopes of progress in U.S.-China trade talks. Lower oil output in January pushed oil prices to a three-month high
• The Federal Reserve’s latest policy meeting minutes due this week could offer insight on the Fed’s “patient” approach.