FX Quarterly for Third Quarter 2017

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In this edition we highlight:

  • Five themes for quarter three – ECB and Fed policy, an analysis of the Fed’s composition, key political events on the horizon, and what it all means for currency markets.
  • A landscape of Emerging Market countries that has to be navigated carefully, with an eye toward strong economic fundamentals and low political risks.
  • Masashi Murata also offers an overview of Emerging Market countries.
  • Currency Forecasts and an analysis of productivity and wage growth.

Read the full Q3 2017 FX Quarterly.