The document discusses the impact of the oil shock on the Canadian dollar (CAD) and Norwegian krone (NOK), suggesting a strategy to buy CAD/NOK. It analyzes the economic conditions in Canada and Norway, the potential for monetary easing by the Bank of Canada, and the portfolio positioning of Canadian assets. The document includes tables and figures illustrating Canada's portfolio of assets and the relationship between USDCAD and its FEER value.
documents/vol00010-efta01459604-pdf.pdf
{"title":"FX Blueprint: Forever Young","document_date":"2016-01-12","document_type":"tabular","key_locations":["Canada","Norway"],"key_organizations":["Bank of Canada","Deutsche Bank"]}