Research
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FX Pilot

FX Pilot — More room for USD strengthening

- Inflation, interest rate and the exchange rate
- EURUSD: US data to strengthen in H2
- EURNOK: Higher growth prospects will not affect Norges Bank's policy
- USDCNY: New reference rate procedure pushed CNY higher

Pierre Carlsson, Strategist | pica01@handelsbanken.se

FX Pilot — Risks of early Italian elections – the next eurothriller

- Eurozone: update on Greece and Italy
- EURUSD: eurozone political risk to increase
- EURSEK: short given risk outlook in eurozone

Lars Henriksson, Strategist | lahe06@handelsbanken.se

FX Pilot — Strong yen despite BoJ efforts

-EURSEK: Sell the rally; SEK to strengthen ahead
-EURUSD: Forecast revised higher for Q2
-USDJPY: Abenomics will not see the yen lower

Lars Henriksson, Strategist | lahe06@handelsbanken.se

FX Pilot — Inflation still the only concern for the Riksbank

- EURSEK: Split central bank board takes another dovish step
- USDCNY: Authorities still in control of the FX rate
- EURUSD: We still expect a hike in June

Lars Henriksson, Strategist | lahe06@handelsbanken.se

FX Pilot — When France sneezes, Europe catches a cold

- EUR: Option volatilities indicate great fear of "Frexit"
- EURSEK: Increased volatility next few weeks
- EURUSD: Still USD-bull despite inflation miss

Pierre Carlsson, Strategist | pica01@handelsbanken.se

FX Pilot — Swedish dividends are front-end loaded

- UK: Subdued effects from Brexit
- EURSEK: Dividend flows have already peaked
- USDCNY: We change our forecast

Pierre Carlsson, Strategist | pica01@handelsbanken.se