Norwegian Krone
In this report, we identify the Norwegian krone as a currency that could outperform especially at the crosses, irrespective of the broad dollar trend.
In this report, we identify 5 key signposts that will mark a turn in the dollar. These include technical conditions, foreign real interest rates, US (and global) yield curves, Chinese economic conditions and geopolitics. We then assess whether it is time to short the dollar.
Dear client, Next week’s report will be on European assets, authored by my colleague Mathieu Savary. We will send that to you Monday, September 26. In that report, Mathieu looks at the European energy market in depth, and concludes the eurozone will survive the winter, but with critical tests in…
Listen to a short summary of this report. Executive Summary Chart 1The Dollar Has Broken Below The First Line Of Support
The Dollar Has Broken Before The First Line Of Support…
Executive Summary The Dollar And Volatility
The Dollar And Volatility…
Executive Summary Is Relative Inflation Peaking In The US?
Is Relative Inflation Peaking In The US…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary The Dollar Has Broken Above Overhead Resistance
The Dollar Has Broken Above Overhead Resistance…
Executive Summary The Dollar And The Yield Curve
The Dollar And The Yield Curve…
Executive Summary Petrocurrencies Have Lagged Terms Of Trade
Petrocurrencies Have Lagged Terms Of Trade…