FICC

In this report, we review our trade recommendations based on incoming data in the last month.

In this Insight, we discuss our rationale for a short sterling position.

Special Report

In this joint Foreign Exchange Strategy and Global Investment Strategy Special Report, we assess economic activity in Sweden, a highly cyclical and trade-oriented economy, and its implications for the global growth outlook.

The Bank of Japan delivered a historic policy adjustment this week, ending both negative interest rates and Yield Curve Control. In this Insight, BCA’s global fixed income and currency strategists discuss the immediate implications of the move for Japanese bond yields and the yen, and the potential for additional tightening actions.

In this Insight, we revisit our long AUD trades, after the upgrade from our attractiveness ranking last week.

This week, we review our currency positions, based on the latest data from G10 economies.

In this insight, we provide an update on the Norwegian krone, with attractive trade ideas over a long-term horizon. Shorter-term, our neutral-to-positive view on the dollar keeps us on the sidelines for USD/NOK.

Special Report

In this week’s report, we release an update to our long-term REER valuation model and expected future returns for major currencies.

In this Insight, we speculate on the outlook for the CHF.

This week’s report explores factors behind the recent rise in the dollar, and whether this could continue in the next month.