Inflationary pressures build in G4 economies – Morgan Stanley

The dollar’s current strength is unlikely to be sustainable and any near-term upside is limited, analysts say

dollars-perspective
Greenback growth? US fiscal stimulus only provides short-term boost to economy, Khoo and Redeker say

CLICK HERE TO DOWNLOAD THE PDF (only available to FX Week Corporate subscribers)

Markets have yet to price in rising inflationary pressures driven by a revival of wage growth in G4 economies, say Morgan Stanley analysts, who add that an acceleration of price growth could have implications for bond yields, equities and, in turn, foreign exchange.

Morgan Stanley’s Hans Redeker, global head of FX strategy, and Gek Teng Khoo, an analyst, say inflation could soon join the list of factors driving

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact customer services - www.fx-markets.com/static/contact-us, or view our subscription options here: https://subscriptions.fx-markets.com/subscribe

You are currently unable to copy this content. Please contact info@fx-markets.com to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to FX Markets? View our subscription options

You need to sign in to use this feature. If you don’t have a FX Markets account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: