Currencies In-Depth
In this Insight, we discuss our rationale for a short sterling position.
In this joint Foreign Exchange Strategy and Global Investment Strategy Special Report, we assess economic activity in Sweden, a highly cyclical and trade-oriented economy, and its implications for the global growth outlook.
In this <i>Insight</i>, we revisit our long AUD trades, after the upgrade from our attractiveness ranking last week.
In this insight, we provide an update on the Norwegian krone, with attractive trade ideas over a long-term horizon. Shorter-term, our neutral-to-positive view on the dollar keeps us on the sidelines for USD/NOK.
We look at the implications for FX from the slew of central bank meetings this week.
In this week’s report, we present our dollar view for 2024 and beyond, with a few trade ideas.
In this insight, we look at whether the recent data justifies a shift by the BoC, and some potential trades.
In this insight, we look at whether the recent data justifies a shift by the BoC, and some potential trades.
In this special report, we discuss whether the economic conditions necessary for a stronger yen (and higher JGB yields) will materialize over the next 12-to-18 months.