Research

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Draghi’s ECB legacy – Stable Euro, weak inflation

Looking beyond perfect Sterling Storm

4X Global Research - Fixed Income Research & Macro Strategy (FIRMS) – 26 June 2019 It is now three years since the referendum on 23rd June 2016 in which 52% of the British electorate voted for the UK to exit the EU. The issue of whether, when and how the UK will...

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Draghi’s ECB legacy – Stable Euro, weak inflation

What you may have missed and why it matters

Fixed Income Research & Macro Strategy (FIRMS) from 4x Global Research – 4 January 2019 Price action in markets deprived of tier-one macro data over the Christmas and New Year period has centred on acute volatility in US and global equities, with sizeable...

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Danske Bank’s Top Trades of 2019

Danske Bank’s Top Trades of 2019

Next year's forecasts and trades are rolling off Danske is out with their top trades for 2019 1.Short EUR/NOK A fundamentally compelling case is building for shorting EUR/NOK Growth, carry, valuation, seasonality and positioning suggest a lower cross Given year-end...

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