Market talk
The feeling of a recovery, spurred by the tapering debate and solid data, has rapidly been replaced by a bitter taste of the fragility of the global recovery…
USD strategy
The direction of US rates going forward is to a large extent depending on the outcome of the political turmoil in Washington…
EUR strategy
The ECB kept its powder dry this week, but a couple of interesting opportunities in volatility space has recently emerged…
SEK strategy
The prospective combination of a central bank that wish to be behind the curve and a surge in leading indicators, speak for steeper curves…
DKK strategy
Denmark has cheapened vs. Germany over the last months, but the drivers behind this underperformance have largely eroded…
NOK strategy
Inflation on target gives Norges Bank a headache.
Read full report: FX Strategy
Nordea