The emergence of the omicron coronavirus variant was the dominant risk event in November and could have an important impact on currency and risky asset markets over the next few months. But before we get to that, it’s important to recognize that FX markets were already experiencing substantial moves on the back of increasing differentiated monetary policy and growth outlooks before the omicron news broke.
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
