Currencies In-Depth
In this report, we evaluate the breakdown in the dollar and next moves in the DXY, based on fundamentals, historical precedents, and technical patterns over the last few years.
In this report, we evaluate the breakdown in the dollar and next moves in the DXY, based on fundamentals, historical precedents, and technical patterns over the last few years.
In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.
In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.
In this Insight, we discuss the currency and bond market implications of last week’s ECB and Bank of Japan policy meetings. The conclusion: the ECB is on a path to an overly hawkish policy mistake, while the Bank of Japan’s dovish stance is growing more unsustainable.
This Strategy Insight discusses the bond market and currency implications of the Fed’s “hawkish pause”.
In this <i>Insight</i>, we answer a few crucial questions: Do the BoC and RBA decisions have any impact on what we can expect from other major central banks next week? Are there any profitable trades that can be put on, given the recent hawkish shift by these two central banks? How should global bond investors be positioned in a fixed income portfolio?
In this <i>Insight</i>, we answer a few crucial questions: Do the BoC and RBA decisions have any impact on what we can expect from other major central banks next week? Are there any profitable trades that can be put on, given the recent hawkish shift by these two central banks? How should global bond investors be positioned in a fixed income portfolio?
The Reserve Bank of New Zealand hiked rates this week to 5.5%. There are many reasons to expect that to be the last rate hike for this cycle – a development that is positive for New Zealand bonds but bearish for the New Zealand dollar.
The change in the BoE’s tone has likely altered the path for sterling. In this report, we explore if the BoE’s lens for monetary policy is justified, and provide some targets for the pound.