Crucial leading indicators of the global and European economies continue to deteriorate. How should investors position their European portfolios to benefit from these trends?
This report looks at the latest developments in G10 economies and implications for bond and FX market strategy.
In this monthly review, we give our take on where bond yields and the dollar are headed. This is within the lens of revisiting our fundamental indicators.
In this week's report, we review the impact of political developments, as well as incoming fundamental data, on our positioning.
We look at the implications a various European central bank meetings this week, for currency strategy.
The Swiss National Bank (SNB) was the first major central bank to embark on a dovish pivot back in March. It lowered borrowing costs Thursday for a second consecutive meeting, from 1.5% to 1.25%, despite expectations that…
In this report, we review our trade recommendations based on incoming data in the last month.
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.
The Swiss National Bank’s 25 basis point rate cut on Thursday came as a dovish surprise to market participants anticipating it would hold the policy rate unchanged. The rate cut, which brought the policy rate down to 1.5%…