This week, we review our currency positions, based on the latest data from G10 economies.
Swiss annual inflation continued to decelerate in February, with headline CPI now at 1.2% and core at 1.1%. This is remarkable since inflation continues to track well below the 1.8% forecast by the Swiss National Bank (SNB) for…
In this Insight, we speculate on the outlook for the CHF.
The Swiss franc is among the worst performing major currencies so far this year. This marks a reversal following its stellar performance last year. The Swiss National Bank’s (SNB) support for the domestic currency…
This week’s report explores factors behind the recent rise in the dollar, and whether this could continue in the next month.
The CHF/JPY has enjoyed a strong upward trend, appreciating by 52.6% since January 2019. Currently, it is 84.6% overvalued relative to PPP, which questions whether a turnaround is imminent. Japan faces more significant…
In light of the hotter-than-expected US CPI report, we look at what interest rate currency investors should focus on. Our conclusion largely keeps our existing trades in place, as published in our outlook, a few weeks ago.
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…
