Portfolio Watch – Have markets traded the cyclical rebound in advance?
Welcome to our weekly portfolio watch, which today will be all about the (potential) upcoming rebound in the cyclical momentum. As always we share...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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NOK Update: Monetary Policy Is Key
Norges Bank just announced that they will keep the daily NOK sales unchanged at 350 million per day in February. This was broadly as expected,...
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Norges Bank Review: Nothing new
"When it comes to the risks to the outlook for the key rate, the central bank again repeats that a weaker NOK than expected could lead to a new hike
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Nordea XCCY Publication: Q1-2024
Since the last publication, the XCCY basis market has experienced a year-end turn, which turned out to be a bit different than prior years.
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