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Policy

Fed Governor Pivots Raise Risk of July Cut, But Focus On Labor…
NOK NOK, Who's There? Rate Cuts…

In this Insight, we highlight our strong conviction trades based on the central bank meetings held by the Bank of England, the Norges Bank, the Swiss National Bank and the Riksbank.  

Europe’s Central Banks Ease As Deflationary Winds Blow…
Tight Macro Policy Signals Pain for Turkish Equities…

In this Insight, we look at the best trade idea from the recent rate cut by the Riksbank. 

1 Tactical SEK Bearishness Backed By Dovish Riksbank…
UK Disinflation Trend And Labor Softening Boosts Bullish Gilts Case…

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.