Special Report

A Guide To Currency Markets (Part I)

08 Apr 2016

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation

In this piece, we present our general analytical framework, with a focus on long-term determinants. We go through various methodologies and relate those methods to our views and current FX market developments, concluding that the dollar bull market is not over, EM currencies have more structural downside, and that it will take herculean efforts from the BoJ to arrest the yen surge.

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BCA Research | Foreign Exchange Strategy

Helping guide portfolio managers, CIOs, and traders with actionable overlay strategies and profitable trading ideas. A bonus is insights for other asset classes, from a currency perspective.