Swedish economic data is usually good at sniffing out the outlook for global growth. Looking at a broad swath of indicators, from domestic conditions to barometers of external demand, our colleagues from BCA’s Foreign…
This week, we review our currency positions, based on the latest data from G10 economies.
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…
This report looks at the prospects for the Swedish krona, following the pause by the Riksbank.
The Swedish krona was among the worst performing G10 currencies on Thursday after the Riksbank kept the policy rate unchanged at 4%, surprising consensus expectations of a 25bps hike. The post-meeting press release underscored…
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…
The FX G10 attractiveness model continues to favor the US dollar, but the tide could shift in the coming weeks. Currencies such as the NOK, CHF and even CAD have been rising in rankings in recent months. Using an aggregate of…