NOK is set to gain against SEK, which should do well against GBP. Read here about these and other top FX trades for the year.
Our calls for last year were a mixture of successes and failures. For example, we did get the NOKSEK to parity… just too late in the year. The GBPCHF long did not get as much upside as expected: stubborn CHF! The USDCAD long shined with a 10% gain, while short EURPLN, long AUDNZD didn’t perform as expected.
In the year ahead, bet on the NOKSEK to reverse, the GBP to lose against SEK and AUD to gain. We also have a few relative value EM trades. Interested? Read through the document attached below.
Read the full report: FX Research