Special Report

In this week’s report, we release an update to our long-term REER valuation model and expected future returns for major currencies.

This week’s report explores factors behind the recent rise in the dollar, and whether this could continue in the next month.

We look at the implications for FX from the slew of central bank meetings this week.

In this Strategy Insight, we assess the monetary policy path for Australia and Canada in 2024 and we discuss how to profit from a growing divergence between the two economies.

In this report, we go around the globe and survey the near-term outlook for G10 currencies. Our longer-term view on the dollar has been clear, we are sellers. In this report, we review if a tactical sell is also warranted given…

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…

In this insight, we look at whether the recent data justifies a shift by the BoC, and some potential trades.

In this insight, we look at whether the recent data justifies a shift by the BoC, and some potential trades.

Aggressive monetary tightening has always led to recession, although the timing is uncertain. The effects of high interest rates are starting to be felt. Investors should stay risk off and buy government bonds as a safe haven…