11.08.2025
UBP Currency Views
The prospect of continued Fed rate cuts will weigh on the US dollar
Peter Kinsella
Global Head of Forex Strategy
Londres, Reino Unido
English
Peter Kinsella integrou a UBP em 2018 como Diretor Global de Estratégia Cambial. É membro da Comissão de Alocação de Ativos da UBP e também tem assento na Comissão de Investimento Global da UBP.
Peter Kinsella tem quase 20 anos de experiência nos mercados cambiais e de rendimento fixo, com um profundo conhecimento de derivados e produtos estruturados. Antes de integrar a UBP, era diretor de estratégia cambial e taxas internacionais no Commonwealth Bank of Australia, em Londres. Anteriormente, foi diretor de pesquisa de mercados emergentes no Commerzbank, onde geria uma equipa internacional que cobria todas as principais economias de mercados emergentes (Rússia/CEI, EMEA, China e América Latina). Ganhou vasta experiência em técnicas avançadas de cobertura cambial e gestão do risco enquanto trader de divisas e derivados na Pioneer Investments/Amundi.
Peter Kinsella tem uma licenciatura em Economia do University College Dublin e dois mestrados, um em Economia da London School of Economics (Reino Unido) e outro em Direito e Economia da Universidade de Bolonha (Itália).
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UBP Currency Views: Who wins when the USD loses?
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The Dollar and the Donald
Observers and investors were expecting the US dollar to go up in value. This was without counting on the new US administration’s erratic policymaking and announcements on tariffs. Where is it going next and what other factors are affecting the greenback?
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Europe: rewriting its future
The US–Europe relations prevailing since World War II are shifting.
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Silver: onwards and upwards
At UBP, we think that silver is set to rise substantially over the coming weeks and months, reflecting large global inventory shifts and an increasingly compelling valuation profile.
