The decline in the US CPI is a tailwind for European stocks, but does it compensate for weaker global growth?
In this report, we identify the Norwegian krone as a currency that could outperform especially at the crosses, irrespective of the broad dollar trend.
A client concerned about the slump in asset prices, the stubbornness of inflation, and rising bond yields asks what went wrong, and what happens next? This report is the full transcript of our conversation.
Central banker messaging after the latest rate hike announcements in the US, UK and Australia indicates a shift in focus from the pace of hikes to how high rates must rise to slow growth and bring down inflation. This represents the…
BCA Research’s European Investment Strategy service concludes that European small-cap stocks have room to rally versus their US counterparts. Despite near-term hurdles, European economic activity could remain strong…
The Sentix index of Eurozone investor confidence delivered a positive surprise on Monday. The headline index increased by 7.4 points to -30.9, beating expectations of a smaller improvement to -35.0. The Current Situation and the…
The performance of EUR/USD has improved over the past few weeks, gaining 4.4% since it closed at a 20-year low on September 27. This development comes as gas prices continue to recede from the late-August peak. Earlier this year…
The Norwegian krone was the best performing G10 currency in October, appreciating by 4.7% versus the USD over this period. This marks a reversal following a 19% decline in the first nine months of the year, during which it was…
As anticipated, the Bank of England raised the Bank Rate by 75bps to 3% on Thursday. The decision marks the largest interest rate hike in 33 years and brings the cost of borrowing to a 14-year high. Notably, seven of the nine MPC…
Older workers have deserted the labour force in the US and the UK, but not so in the Euro area and Japan. The result is that wage inflation is red hot in the US and the UK, but not so in the Euro area and Japan. Hence, the Bank of…