BoA: Prepare To Fight The Central Banks

HFA Padded
Rupert Hargreaves
Published on
Updated on

Evidence suggests that pricing pressures may force some central banks to give up easing policies this year, and this theme is likely to become the next big trade in FX. That’s according to a Bank of America Merrill Lynch FX strategy research report titled, “Prepare to fight the central banks”. Central Banks: Communication The Best Policy, But The Fed Is Not Talking The report, which was sent out to clients on Wednesday, speculates that markets have now stopped focusing on what central banks are doing, and traders have now started to position themselves according to what they believe central banks…

This content is exclusively for paying members of Hedge Fund Alpha

Log In

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!

HFA Padded

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk