FICC

Special Report

In this Special Report, we update our thinking on the Hong Kong SAR dollar peg, with implications for domestic asset markets.

We look at the implications for FX from the slew of central bank meetings this week.

In this Strategy Insight, we assess the monetary policy path for Australia and Canada in 2024 and we discuss how to profit from a growing divergence between the two economies.

This report examines if investors should worry about a balance of payments crisis in the next 3-to-6 months.

In light of the hotter-than-expected US CPI report, we look at what interest rate currency investors should focus on. Our conclusion largely keeps our existing trades in place, as published in our outlook, a few weeks ago.

A post-mortem of our trades for the year, and also comments on future yen and sterling moves from the recent BoJ meeting, and the UK inflation report.

Special Report

In this week’s report, we present our dollar view for 2024 and beyond, with a few trade ideas.

Special Report

In this Special Report, we take an in-depth look at the outlook for monetary policy in Australia and discuss the impact of an elevated policy rate on the economy. We recommend an underweight country allocation to Australian government bonds and look for opportunities to go long the Australian dollar.

In this Insight, we discuss the outlook for monetary policy in New Zealand after this week’s RBNZ policy meeting, and introduce related fixed income and currency trade ideas.

This report looks at the prospects for the Swedish krona, following the pause by the Riksbank.