BNP Paribas FX Trade Recommendations

BNP PG10 Themes

  • Euro and Japan investors step into the global spotlight
  • Our FX forecasts assume a benign adjustment to tighter Fed policy, with the USD gaining more ground vs low yielders.
  • During QE, US investors increased purchases of foreign bonds; Euro and Japan investors may behave similarly.
  • Eurozone’s large current account surplus is potential source of funding for deficit economies.

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