The document discusses European capital outflows, the impact of ECB policies, and the outlook for the US dollar. It highlights the shift in European investor preferences, the potential risks to the dollar from a US economic slowdown, and the influence of Fed policy on currency markets. The document also analyzes the correlation between US-Euro rate differentials and EUR/USD, and compares the current dollar cycle to past cycles.
documents/vol00010-efta01459596-pdf.pdf
{"title":"FX Blueprint: Forever Young","key_people":["George SaravekAy"],"document_date":"2016-01-12","document_type":"other","key_locations":["London","Europe","US","China"],"key_organizations":["Deutsche Bank","Bloomberg Finance LP"]}