Recent market action has once again illustrated that the rise in interest rates that we have seen since early May took place too fast…
EUR strategy
Excess liquidity below EUR 200bn and a steady repayment pace has made it attractive to look for EONIA paying opportunities…
EUR vol strategy
EUR vega volatilities are too high and we look at opportunities in forward space to explore this further…
SEK strategy
Prepare for sharper activity data ahead and consider positions with a short bias…
DKK strategy
We take a look at the upcoming ARM auctions and preview the upcoming coupon and redemption payments, index re-balancing and issuance…
NOK strategy
Norges Bank firmly on hold and we continue to find value in forward steepeners…
Read the full report: FX Strategy
Nordea