ノルウェー
ノルゲス銀行は、NOKが弱含み、インフレ率が約3%で推移する中で、年末までに一度だけ利下げを行う見通しです。来年は、エネルギーセクターの弱さや労働市場の悪化による景気回復の遅れを背景に、積極的な金融緩和が予想されます。
このチャートブックでは、先進国（DM）および新興国（EM）の各国の国際収支を検討します。米国の状況は良くありませんが、他のいくつかの国も同様です。
In this FX note, we provide a rationale for why it is important to pay attention to technical indicators, while still keeping your eyeball on the structural factors that drive currencies. This report answers the following questions: 1. Should you buy or sell the USD over a three-to-six month period from the pure lens of our proven technical indicators and 2. What are the best tactical cross trades among currencies.
The easing bias remains, but not all central banks are equal. This Central Bank Monitor update reveals who is ready to cut more and who is still pretending not to.
Rate cuts, recession risks, and relative value. This report unpacks how the BoE, Riksbank, and Norges Bank are reacting to global trade turmoil and where the opportunities lie.
This report looks at the FX implications of the Trump tariffs, and the review of our Q1 trades.
This report looks at investment implications, for Norwegian assets, given the recent meeting, from the Norges Bank.