This week, we update our Central Bank Monitors (CBMs), that help us calibrate how monetary policy should be adjusted in developed-market economies. Our conclusion is that while overall, easier monetary settings are required, there a…
This report looks at the likely path for the dollar and bond yields over the next 6-to-12 months.
This report looks at the latest developments in G10 economies and implications for bond and FX market strategy.
In this monthly review, we give our take on where bond yields and the dollar are headed. This is within the lens of revisiting our fundamental indicators.
In this week's report, we review the impact of political developments, as well as incoming fundamental data, on our positioning.
The Reserve Bank of New Zealand (RBNZ) kept interest rates on hold at this week’s monetary policy meeting, in line with expectations. However, there were three new notes from its monetary policy statement that will likely…
In this Insight, we revisit our "higher for longer" theme for the Reserve Bank of New Zealand, in light of the latest central bank meeting. In conclusion, we are inching towards a more dovish RBNZ ahead. Ergo, we recommend some fixed…
In this report, we review our trade recommendations based on incoming data in the last month.
In this report, we review what our technical indicators are telling us about the G10 currencies.
In this report, we review our trade recommendations based on incoming data in the last month.