According to BCA Research’s European Investment Strategy service, valuations, interest rate differentials, and higher oil prices favor the NOK over the EUR. Higher oil prices, especially when they reflect tightening…
The euro has weakened sharply since mid-July as US growth continues to outperform that of the Eurozone. Is a new bear market afoot for the common currency?
In this report, we review our FX trade recommendations with suggestions on how to position for the next few months.
The Norwegian krone’s fortunes have recently reversed. It has been the best performing G10 currency since the end of May. This comes after a period of pronounced weakness during which it was the only G10 currency to…
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…
In this short weekly report, we review some of the most common questions clients asked us in the last few weeks.
This report reviews our key calls for major currencies, in light of recent data releases.
The price of Brent opened higher on Monday following news that the Kingdom of Saudi Arabia (KSA) will reduce output by an additional 1 million barrels per day in July – with an option for extensions. In addition, the OPEC 2…