FX Weekly: Do Not Be Fooled By Liquidity

Seeking Alpha | Apr 1, 2020 at 5:56 AM
  • We are currently entering a phase of extremely weak economic fundamentals with all developed economies experiencing the weirdest and highest rate of change in all the indexes’ history.
  • We think price volatility is going to remain high in the coming weeks and that traditional safe havens such as the USD, the Japanese yen or even US Treasuries will outperform equities.
  • We could see strong demand for safe assets such as US bonds in the short run, as uncertainty in the market remains high.