AUD/USD is rapidly approaching 0.8, however, the Aussie is likely to correct before breaching above this important level. Technically, 0.8 has historically been such an important support or resistance that its proximity will…
Over the past nine months, the strength in the CNY versus the USD has been a very important factor that has dampened global deflationary forces. The global economic recovery, the weakness in the dollar and widening interest rate…
BCA Research’s Foreign Exchange Strategy service concludes that over the next one to three months, a garden-variety 5-10% correction in the S&P 500 will coincide with a 2-4% bounce in the DXY. An equity market…
Dear client, In lieu of our regular report next Friday, we will be sending you a special report on Australia next Tuesday, co-authored with our Global Fixed Income colleagues. We hope you will find the report insightful. Kind regards…
Highlights Long-term investors should remain in the stock market – because central banks’ explicit commitment to financial stability will force them to crush bond yields in response to any major pullback in the $500 trillion…
Highlights US Reflation: The Georgia senate victories for the Democratic Party have returned the bond-bearish “Blue Sweep” scenarios to the forefront. More fiscal stimulus and an easy Fed will extend the policy-driven…
According to BCA Research’s Foreign Exchange Strategy service, a blue wave will likely supercharge the dollar’s downtrend in 2021. The US political landscape is becoming more dollar bearish. This is because a blue…
Highlights A blue wave will likely supercharge the dollar’s downtrend in 2021. The key beneficiaries of this decline will be the much undervalued Scandinavian currencies, as well as those of commodity-producing countries. The…