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Special Report In this Special Report, we introduce two strategies that use our Central Bank Monitors for global fixed income country allocations and currency trades. We find that using the Monitors in country selection helps improve the…
This week's Insight gauges the potential of a dollar breakout or breakdown and suggests a few trade ideas.
  Scandinavian currencies are bearing the brunt of the recent US dollar strength. The Swedish krona and Norwegian krone are the worst performing G10 currencies since the DXY’s mid-July bottom, losing 8.6% and 7.6% of their…
Special Report In this update to the two Special Reports on FX hedging of global equity portfolios with nine different home currencies, published in 2017, we show that BCA’s proprietary dynamic FX hedging strategies have consistently added value to…
Special Report In this update to the two Special Reports on FX hedging of global equity portfolios with nine different home currencies, published in 2017, we show that BCA’s proprietary dynamic FX hedging strategies have consistently added value to…
In this report, we review our FX trade recommendations with suggestions on how to position for the next few months.
  The Norwegian krone’s fortunes have recently reversed. It has been the best performing G10 currency since the end of May. This comes after a period of pronounced weakness during which it was the only G10 currency to…
The DXY will continue to have near-term upside, as economic growth holds up in the US, while it deteriorates in other parts of the world. Remain constructive on the DXY at current levels, but pivot to a short position on evidence US…
In this short weekly report, we review some of the most common questions clients asked us in the last few weeks.
This report reviews our key calls for major currencies, in light of recent data releases.