Strategy Report
Dispatch From The Nordics: One Pause, Divergent Paths
The Nordic central banks are now aligned in pause mode, but their economies are diverging. With Swedish prospects improving and Norwegian headwinds mounting, we are turning overweight on Swedish equities and shorting NOK/SEK.
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BCA Research | European Investment Strategy
Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.
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