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Oct 02 - 01:24 PM
G10: FX Performance Across The Industrial cycle; What's The Trade? - Danske
First appeared on eFXplus on Oct 02 - 11:30 AM

Danske Research provides an overview of historical G10 FX return distributions conditioned on the global industrial cycle.

"Investors that expect further deceleration should be long JPY, CHF and USD and short GBP, AUD, SEK and NOK.

Investors that are more upbeat should be long AUD, GBP and NZD – but stay on the side-lines in Scandies until the industrial cycle expands again – and short CHF, USD and JPY," Danske notes.


Danske Research/Market Commentary


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