Currency research has boomed in our feeds. There are so many dynamics at play and parity levels are being reached. Key themes being researched include the the strength and weaknesses of the major trading block currency pairs, including the Yen, Euro, Sterling and the current currency champion, the all dominant U.S. Dollar.

With monetary policy driven rate hikes moving at different speeds across the zones, as Central Bankers accept they have been behind the curve, currency valuations are moving, and moving fast. Which in turn will have a second derivative impact on domestic (imported) inflation, and the manageability of a soft landing. The impact across the entire Institutional portfolio cannot be ignored.

FX trends are impacting asset classes.