Tag Archives: NOK
Norway: Everybody expects somewhat lower inflation
Everybody forecast lower inflation Core inflation rose from 1.4% in June to 2.5% in August surprising everybody including Norges Bank.
FX Daily Strategist: US
Risks for further JPY upside ahead of October 17 Both JPY and CHF are under some pressure this morning while the higher-beta currencies (AUD, SEK and NOK)
G10 Macroprudentials and FX implications
For much of the past 3-4 years, our quarterly Currency Strategy has recommended small, fundamentally strong peripheral G10 currencies at the expense of their money-printing G4 counterparts.
Will the CPI result in another round of knocking for the NOK?
Recent activity data in Norway, at least over the past 4-5 weeks, have disappointed and supported Norges Bank’sdovish policy stance,
Global FI Strategy – Behind the curve
Market talk The feeling of a recovery, spurred by the tapering debate and solid data, has rapidly been replaced by a bitter taste of the fragility of the global recovery…
Why this Nokky volatility?
Volatility in EUR/NOK has spiked recently. Despite the downshift in economic activity during spring,
Norway: Weak retail sales – all about the weather or…?
* Retail sales only marginally up in August after a weak July * We believe very nice weather in August may have had an effect
UBS Morning Adviser
NOK: Revisiting Positioning We have been as stunned by the NOK’s continued reversal as many in markets.
US Morning Update
Major Overnight Headlines • RBI unexpectedly boosts repo rate by 25bps to 7.50%; lowers marginal lending rate by 75bps
Daily FX Update
USD BULL STORY SHIFTS TO MORE BEARISH * USD is weak as Fed’s decision not to taper & a challenged communication style proves USD negative. These are major shifts for FX markets.
US Morning Update
Major Overnight Headlines • Asian, European equities firm as Syrian tensions decline again, DXY rallies after falling initially
FX Daily Strategist: US
New Top Trade Pick: Short EURNOK, targeting 7.800 In Scandinavia, the news continues to strike an upbeat tone. Norway’s PMI rose above the expansionary 50-threshold to 53,