Insights - fx market

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TS Lombard has a 35 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

YEN MOVES AND THE BOJ ‘TAPER’

29 Mar 2022 - Konstantinos Venetis

Pronounced widening in JGB interest rate differentials, particularly versus US Treasuries, catalysed accelerated yen depreciation in March. Chances are that we are getting closer to a “taper” of Japanese monetary.

#Monetary Policy #Bond markets #Bank of Japan #FX Market

The Sellside Guide to Christmas

24 Dec 2021 - Dario Perkins

The Christmas blockbuster: For economists, Christmas is all about the big “Year Ahead” publication. Even though it’s obvious nobody actually reads these tomes (except, maybe, other sellsiders), they have to be really.

#Central Banks #Bank Of England #FX Market #Cryptocurrency #Christmas

Brexit: Sticking to our "inevitable FTA" view

19 Oct 2020 - Christopher Granville

Neither the FX market nor most commentators are taking at face value Boris Johnson’s statement on October 16th that “trade talks [with the EU] are over”. While I would definitely agree with this sceptical view of what.

#Eurozone #Brexit #United Kingdom #Tariffs #US Election #Asset Allocation #FX Market

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Track Record

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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