The document discusses reasons to short CHF/NOK, focusing on rate differentials, safe-haven inflows, and domestic outflows. It highlights the economic conditions in Norway and Switzerland, including inflation, market pricing, and capital flows. The document also includes tables on FX correlations to US GDP and net portfolio flows for Norway and Switzerland.
doj/DataSet10/EFTA01446661.pdf
{"title":"FX Blueprint: Thin end of the wedge","key_people":["Oliver Harvey"],"document_date":"2014-01-09","document_type":"correspondence","key_locations":["London","Norway","Switzerland"],"key_organizations":["Deutsche Bank AG"]}