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US election guide for the FX market
This election guide is a companion to our article ‘US presidential election: Three scenarios for markets’ published in August. In this piece, we drill down into what new policies could mean for each of the major FX blocs. We also offer three brief articles looking at the threats of US debt sustainability, weak dollar policy and de-dollarisation. Executive summary G10: The interplay of the domestic, foreign and trade policy channels of the next US administration will be key. Loose fiscal, tight monetary and protectionist policies are all dollar positive and more likely under Trump. European FX would come under ... (full story)