This report reviews our key calls for major currencies, in light of recent data releases.
There have been big downside surprises to inflation over the last few weeks. Today, the May monthly print of Australian inflation (covers 67% of all items), came in at 5.6%, versus 6.8% the previous month. This followed a…
The Bank of Canada (BoC) surprised markets with a 25bp hike yesterday, bringing the policy rate up to a 22-year high of 4.75%. This ended the pause on rate hikes announced back in March, which only ended up lasting two meetings.…
In this short weekly report, we review some of our favorite FX trades.
In this Month-In-Review report, we go over the latest G10 data releases and rank currencies’ fundamental standing based on our updated macroeconomic model.
In this week’s review, we look at recent data and its impact on currency markets.
In this report, we look at data releases over the last month and implications for currency markets.
In this Special Report, BCA’s Foreign Exchange Strategy and Global Fixed Income Strategy teams argue that as the lagged impact of higher interest rates hits the Canadian economy, what will initially appear as a potential hard landing…
In this Strategy Insight, we go over the RBA’s recent decision and the implications of its hawkish message for AUD trades.