According to BCA Research’s Foreign Exchange Strategy service, the Norges Bank will be one of the last central banks to cut rates. The Swiss National Bank, Bank of England, and Norges Bank all held policy meetings on…
We look at the implications a various European central bank meetings this week, for currency strategy.
As we discussed in a recent Insight, the krone is the top pick for our Foreign Exchange Strategy team. The krone upgrade is one of the most significant changes in our colleagues’ attractiveness ranking model. Norway has the…
Data out of Norway is becoming increasingly positive, and there is a strong investment case to be made for the country, with bullish implications for both equities and the currency: Retail sales remain robust and are…
In this insight, we provide an update on the Norwegian krone, with attractive trade ideas over a long-term horizon. Shorter-term, our neutral-to-positive view on the dollar keeps us on the sidelines for USD/NOK.
Energy security is a focus of many governments, especially since the onset of the Russia-Ukraine conflict. One producer that is benefitting from diversification away from Russian oil and gas is Norway. This is buffeting the trade…
Our Central Bank Monitors support European central bankers’ decision to hold rates steady. Find out what it means for European fixed-income portfolio allocation.
According to BCA Research’s Foreign Exchange Strategy service investors should remain long NOK/SEK. The Norges Bank kept policy on hold last week, but the bullish case for the NOK (albeit over the short term) remains in…
