- Macro: US dollar (USD) strength, broad-based but imbalanced, is poised to continue unless inflation stabilizes and shows continued signs of cooling.
- Currency spotlight: Our new scorecard highlights which currencies are most vulnerable to continued USD strength.
- Quantitative insights: The FX forward carry picture has changed, benefiting USD buyers.
- Trending topics: Despite intervention in currency markets, the USD remains stubbornly strong.
If you’d like to discuss your specific situation or for information regarding SVB’s global payments and FX solutions reach out to your SVB FX contact or GroupFXRiskAdvisory@svb.com.