In our previous Open Market monthly analyses, our economic outlook included each of the three major global regions (the Americas, Europe, and Asia) in one single document. We have decided to change the format of our monthly and produce three separate documents each focusing on a single region. We believe this will allow for greater depth of analysis and better clarity.
In Open Market–Americas, we will focus initially on four economies: the US, Canada, Mexico, and Brazil. We are constructive on the entire region, and expect the US economy to lead the way higher. Our outlook on the US Dollar is strongly positive. Over all horizons, the dollar will benefit from better relative economic performance, less rapid yuan appreciation, and tighter rate differentials.
To see our complete analysis, click here: Get Ready for the Dollar Rally!
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