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Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

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4 matches for " dollar strength":

9 April 2019 PBoC Resists RMB Weakness, Despite Exports Threat (Publication Centre)

We aren't convinced that China's recovery is in train just yet.

16 December 2016 LatAm Currencies Sell-off Post Fed Hike, but they will Stabilize Soon (Publication Centre)

LatAm markets reacted relatively well to the Fed's rate hike on Wednesday, which was largely priced-in. The markets' cool-headed reaction bodes well for Latam central banks. But it doesn't mean that the region is risk-free, especially as Mr. Trump's inauguration day draws near.

22 May. 2015 Core Disinflation is Over, but Dollar Strength Limits Upside Risk (Publication Centre)

Core inflation has risen, albeit modestly, in the past two months. The uptick, to 1.8% in March from 1.6% in January, has come as something of a surprise. The narrative in the media and markets remains, as far as we can tell, one of downward pressure on inflation and, still, fear of possible deflation.

11 Apr. 2016 Stronger Growth and Accelerating Wages Will Shift Rate Sentiment (Publication Centre)

A reader sent us last week a series of five simple feedback loops, all of which ended with the Fed remaining "cautious". For example, in a scenario in which the dollar strengthens--perhaps because of stronger U.S. economic data--markets see an increased risk of a Chinese devaluation, which then pummels EM assets, making the Fed nervous about global growth risks to the domestic economy.

Consistently Right

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