Tag Archives: Currencies

Cross currency basis – what is it? And what are the implications?

Bond Vigilantes 29/12/2017  

Towards the end of this year, a December spike in the cross currency basis for major currencies against the dollar grabbed the market’s attention. But what is cross currency basis… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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A pretty good indicator of USD/EUR exchange rate movements

Bond Vigilantes 06/12/2017  

After four calendar years of price appreciation, it looks like the US dollar will end 2017 deeply in negative territory. The dollar has fallen by almost 12% this year versus… Read more »

The Israeli Shekel: Flying under the radar

Bond Vigilantes 03/05/2017  

Though the recent US Treasury report did not name any country as a currency manipulator (see more details on this in Mario’s blog), the monitoring list centres on larger economies… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Three things to watch as the Czech National Bank removes its FX floor later this year

Bond Vigilantes 15/02/2017  

For over 3 years, the Czech National Bank (CNB) has maintained the Czech Koruna (CZK) exchange rate close to 27 CZK to the Euro (EUR), essentially using its currency –as… Read more »

A wrap up of 2016 bond and currency market performance

Bond Vigilantes 09/01/2017  

Turning back the clock to the first week of 2016, fears of a Chinese slowdown and the Federal Reserve beginning to normalise rates hit stock markets hard. By Valentine’s Day… Read more »

Emerging market debt: 2016 post-mortem and 2017 outlook

Bond Vigilantes 05/01/2017  

Despite a year of high political turmoil – which of course included the UK EU referendum and the US elections – emerging market assets proved surprisingly resilient to the various… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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