Investment

Chart of the month: June Edition

by Pierre Mouton

EURO DOLLAR PARITY: THE LOGICAL SONG

Source: Bloomberg
Source: Bloomberg

This recurrent question which always comes from the audience when a financial presentation is held (outside of the US of course): “and, what do you think of the dollar?”…… and it very often embarrasses the speakers because you normally can illustrate a bearish or a bullish scenario with numerous different reasons:

  • Commodities are down, so the dollar goes up
  • Risk-off environment, the dollar falls
  • Foreign Central Banks build up their USD reserves, so the Greenback rises
  • Sovereign Wealth Funds liquidate positions, the dollar is headed down
  • Forget about any short term move, the dollar is the reserve currency of the world and, as such, must fall
  • US corporates hold trillions of dollars offshore and will repatriate them…the dollar will rise…

This non-exhaustive list just show how easy it is to find a rationale for supporting a bearish or a bullish view on the dollar, and there are probably times when one or two or all these explanations are perfectly valid…. But what about a simple, verifiable and proven reason like….interest rates differential?

Yes, this sounds logical, and can be checked over a long period of time as the chart above shows when it comes to find a trustful cause for the euro-dollar parity movements: the interest rates differential between the US 10 year Treasury and the German 10 year Bund seem to be a good proxy for explaining the long term trend for the EUR/USD. To make it simple, when the red line falls the gap between the yield of a US 10 year Treasury and the 10 year Bund widens, so you are better remunerated for holding dollars than euros, and conversely when the red line rises. And the blue line is the euro-dollar parity.

Furthermore this comparison offers you nice positioning opportunities if you have a long term view. Just to illustrate, look at the wonderful recurrent buying opportunities you had on the dollar versus the euro from mid-2013 until mid-2014. The euro was on the rise while the interest rates differential was telling you that the opposite should have occurred.

So today what should be the answer when this terrible question arises: “and, what do you think of the dollar?”? The easiest answer is that the dollar is supported by a better remuneration, not by a wide margin though, but the speeches from the ECB and the Fed tell us that this yield differential should last for a while, so holding some dollars in a euro account makes sense today.

 

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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