Strategy Report
The Dollar Dialectic
Brexit is putting our bearish short-term dollar view in question as global policy uncertainty has surged. Yet, investors are displaying elevated signs of risk aversion but the global economy still looks fine. This dissonance is likely to end with investors increasing risk taking, a bearish development for the counter-cyclical dollar. Favor commodity currencies over European ones.
BCA Research | Foreign Exchange Strategy
Helping guide portfolio managers, CIOs, and traders with actionable overlay strategies and profitable trading ideas. A bonus is insights for other asset classes, from a currency perspective.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.