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Research on asset allocation, financial markets, geopolitical risks, FX & Interest Rates

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Every week, we invest 200 hours in assessing the different arguments and scenarios put forward by the most respected research houses in the world to present you the most likely medium-term outlook for the major markets in just a 20-minute read.

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Eddy's Weekly Market Insight

Friday, 12 June 2026

Eddy's Weekly Market Insight

What’s happening in the currency markets? What has been particularly striking about currencies lately is how little the major players—the dollar, euro, pound, yen, and Swiss franc—have changed in value relative to one another. Why is this? We believe this is primarily due to the enormous uncertainty surrounding the direction of the war in the Middle East and the future of AI. It makes a huge difference for major economies whether oil prices rise or fall and whether expectations for AI are overly optimistic or not. Given this uncertainty...
Edward Markus, Founder & Chief Economist

Recent publications

Global Political Analysis

Hormuz, Blacklists & Warplanes: Markets in the Age of Strategic Anxiety

Currencies Outlook

End of the Strait of Hormuz blockade means greater volatility in currency markets

Interest Rates Outlook

The Economic Implications of Higher Real Interest Rates

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