Strategy Report
The Fed Is Trapped Under Ice
Wedged between an improving labor market but icy global conditions, the Fed may be on the verge of conducting a policy mistake. This would be dollar and yen bullish. Commodity and EM currencies should bear the brunt of any pain. The pound's upside is limited, but so is the downside. NZD should soon buckle. Draghi did nothing, yet the euro rebounded little.
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.