Macro Surprises & FX
We apply a systematic approach to investing based on economic, inflation, and monetary policy surprises to the foreign exchange market. The signals from this framework are broadly consistent with the tactical views of our FX strategists, which anticipate a pause in the USD’s decline and a partial reversal of the recent euro strength.
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BCA Research | European Investment Strategy
Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe.
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