The DXY will continue to have near-term upside, as economic growth holds up in the US, while it deteriorates in other parts of the world. Remain constructive on the DXY at current levels, but pivot to a short position on evidence US…
BCA Research’s Emerging Markets Strategy service concludes that the failure of EM stocks, Asian currencies and commodities to stage a broad-based outperformance is consistent with their macro thesis that global trade/…
In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.
In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.
This report reviews our key calls for major currencies, in light of recent data releases.
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.
The Reserve Bank of New Zealand hiked rates this week to 5.5%. There are many reasons to expect that to be the last rate hike for this cycle – a development that is positive for New Zealand bonds but bearish for the New Zealand…
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.