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The US Dollar Bull Market Restarts

Having been more downbeat on H1 2015 prospects for the US economy, it was only natural that we would expect the Fed to start raising interest rates later, and that the US Dollar would undergo a period of consolidation following the strong gains in the second half of 2014 and early 2015. Our roadmap was that the Dollar correction could ...

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The Interest Rate Rise Dilemma in the US

Since late January we have been firmly in the camp that has predicted the Fed will not raise interest rates this year. Although we do get the impression that they are keen to raise rates to re-introduce some sort of normality to their policies, they will be data dependent. After the disastrous first quarter (which may well get revised lower ...

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Peruvian Infrastructure– The 100 billion Dollar Question

This year Peru is everywhere. Mexico City, Sao Paulo London, New York and Beijing are just some of the world capitals being visited by the Peruvian Roadshow in 2015. The reason for the incessant travelling? Peru has a massive infrastructure programme underway and it desperately needs international investors to make it happen. International appeal Peru wants international investors for two reasons, explains ...