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Macro Strategy Views - Is the uptick in yields sustainable - and what is going on with the NOK?
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In this week’s edition of Macro Strategy Views, we ask whether the recent rise in yields is sustainable. Some of the reasons behind the uptick – notably markets having second thoughts regarding the ECB’s commitment to easing - lead our fixed-income strategists to stress the risk of another dip in, notably, bund rates. This said, the introduction of tiering last week went smoothly and it is now up to new ECB Chair Christine Lagarde to show the way ahead. Finally, we also look at what has - and will - drive Scandi FX ahead of year-end, with self-fulfilling prophecies arguably haunting, in particular, the NOK in recent years. Head of FX Research Christin Tuxen chairs today’s podcast and Head of FI Research Arne Lohmann Rasmussen and Senior FX Analyst Kristoffer Kjær Lomholt join her.
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