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Insights

Latest analysis and market outlook.

Millennium Global Macro and Currency Outlook: Highlights Q1 2018

Claire Dissaux | January 5th, 2018

We are pleased to share Millennium Global’s Q1 2018 Macro and Currency Outlook Highlights document, which examines several themes including: a bearish outlook on the broad US dollar index, potential for further upside for the Euro vs. US dollar, a bearish view on the British pound, scope for Scandinavian currencies to be supported vs. Euro via monetary policy normalization and the attractiveness of Emerging Market reformers, such as the South African rand and the Mexican peso.

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Millennium Global Macro and Currency Outlook: Highlights Q4 2017

Claire Dissaux | October 11th, 2017

We are pleased to share Millennium Global’s Q4 2017 Macro and Currency Outlook Highlights document, which examines themes including: a bearish medium-term US dollar view, scope for additional Euro gains vs. US dollar, a bearish outlook for the British pound vs. Euro, potential for Polish zloty to rebound vs. Euro and the negative impact of the Chinese real estate downturn.

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Millennium Global Macro and Currency Outlook: Highlights Q3 2017

Claire Dissaux | July 6th, 2017

We have just released our Q3-2017 Macro/Currency Outlook, which discusses 3 main macro themes and their implications for currency markets: Peaking but resilient global growth dynamics keeps global reflation alive, major central banks move closer to exit as financial stability concerns are weighed against persistently low inflation and Emerging markets’ steady recovery and smaller imbalances point to selective attractiveness.

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