According to BCA Research’s Foreign Exchange Strategy service, the improvement in global economic data will put some upward pressure on yields while pressuring the dollar lower (as a counter-cyclical currency). When it…
In this report, we review our trade recommendations based on incoming data in the last month.
An update to our views on UK rates and currency following today’s Bank of England meeting.
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.
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…
This week, we review our currency positions, based on the latest data from G10 economies.
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.
