Tag Archives: SEK
Global FI Strategy: A taste of less spoon-feeding
Market talk What we have witnessed since the beginning of May has its roots in a fundamental improvement of the US economy,
We like the SEK again
• Still negative on risk sentiment • We turn bearish on EUR/USD after being neutral
Monthly FX Outlook
• The US$ strengthened on the Fed’s perceived hawkish statement, and should gain further ground to eclipse year-to-date peaks on Fed tapering in Q4.
Global FX Strategy – A new paradigm?
EURUSD has of late also been supported by higher peripheral bond yields, which attracts investors to EUR assets,
Rates on hold and flatter rate path from Norges Bank
The message from Norges Bank has been just as volatile as the import-weighted NOK index over the past year with hawkish and dovish comments swiftly changing.
FX Strategist – Japanese portfolio flow monitor
Repatriation continues, investment trusts increase allocation to EM The weekly portfolio flow data showed overall repatriation by Japanese investors.
USD weak despite Fed-tapering discounted elsewhere
On May 22, the Chairman of the Federal Reserve, Ben Bernanke delivered key testimony to Congress, sparking a series of market corrections,
Scandi markets ahead
In this note we take a closer look at the main events in the three Nordic countries over the coming week. For our global macro movers and financial forecasts see Weekly Focus, 7 June 2013.
Macro Weekly: Raising our 2014 forecasts
Big Picture: We have raised our 2014 GDP growth forecasts for the eurozone (from 1.0% to 1.3%) and for the US (from 3.0% to 3.2%).
Weekly Economic & Financial Commentary
U.S. Review Softer Consumer Spending to Start Q2 • The second look at Q1 GDP growth showed little change from the first release.
Weekly Focus: Fed exit moving closer
Market movers ahead • We expect the ISM manufacturing index and the employment report to show improvement in the US economy and the US labour market.
USD trading all over the shop on USDJPY flows.
There was a flurry of “developments” out of Japan today that saw a dramatic pivot in JPY crosses after USDJPY looked like it wanted to have a look at the 100 level.