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…
This week’s report explores factors behind the recent rise in the dollar, and whether this could continue in the next month.
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…
We look at the implications for FX from the slew of central bank meetings this week.
In this report, we go around the globe and survey the near-term outlook for G10 currencies. Our longer-term view on the dollar has been clear, we are sellers. In this report, we review if a tactical sell is also warranted given…
What will the next manufacturing cycle look like in Europe and how will risk assets perform? Lessons from the recent past.
This week's Insight gauges the potential of a dollar breakout or breakdown and suggests a few trade ideas.
Scandinavian currencies are bearing the brunt of the recent US dollar strength. The Swedish krona and Norwegian krone are the worst performing G10 currencies since the DXY’s mid-July bottom, losing 8.6% and 7.6% of their…
