Beware of robber banks (RB), bad advisors.
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USD, EUR, JPY, GBP, CAD, AUD, NZD: Weekly Outlook - Morgan Stanley
USD: Limited USD Rally. Neutral. We maintain our view that the USD will remain weak against EUR, CHF and EM. While recent Fed commentary has continued to be hawkish, US data has been coming in weak, with the latest non-manufacturing ISM figure falling to the lowest level since 2010. Therefore, we continue to think that even if the Fed hikes - which is not our base case - it will be a 'dovish' hike followed by a long pause and the neutral real rate will stay depressed, keeping risk supported and long-term yields low. Given our view that G4 long-end rates, which matter more for EM, will stay low, and the EM-DM growth ... (full story)
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Beware of robber banks (RB), bad advisors.
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