Strategy Report

What Could Go Right?

24 Jun 2016

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

Among the myriad of troubling signs for the global economy, some developments on the inventory and deflationary fronts could point to a brighter future. While still not our base case, those factors need to be monitored. With Brexit over and done with, we are reshuffling our GBP portfolio. Remain bullish EUR/USD. Go short CAD/NOK.

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