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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
US
- This chart shows that periods of USD appreciation are generally associated with strong outperformance of US equities relative to the Rest of the World (RoW).
- As the political instability keeps rising in some EM countries (i.e. South Africa) and the uncertainty over the Delta variant remains elevated, preference for risk off assets such as the US Dollar could continue to rise in the near to medium term.
- We saw that liquidity in the EM market peaked in February, coinciding with the peak in the Chinese economic activity.
- Based on this chart, US assets should continue to outperform the 'Rest of the World' equities if the momentum on the US Dollar continues.
Source: Bloomberg/MNI
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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