Forex Calendar

FX Daily

Focus continues to be on the developments in Ukraine after authorities in Kievannounced the start of an ‘anti-terrorist operation’ against pro-Russian separatists.

FI Eye-Opener: No support can survive constant pounding

After several rounds of pounding, the German 10-year yield finally breached the support at 1.50%, ending the day at around 1.47%, down some 5bp for the day – a bullish signal.

Daily FX Update

Markets are relatively quiet into the NA open; with the USD generally stronger, equities slightly higher and the US 10‐year at 2.65%. At 8:45am EST, Chair Yellen delivers opening

Fidesz has two-third majority in the Hungarian parliament, while the market looks not too happy with it The votes of people living in foreign countries have not changed the result of the Hungarian parliamentary election.

The Global Macro Pulse

The dollar is marginally stronger today. AUDUSD rallied ahead of the RBA minutes only to sell off to 0.9390 after the minutes despite little new information relative to the March policy statement.

FX Daily

Focus will continue to be on the geopolitical developments in Ukraine. In addition,the Q1 reporting season speeds up with among others Intel, Yahoo,

UBS Morning Adviser

Growth overpriced, but policy differentials continue to stick out We view sterling as one of the most vulnerable currencies in G10.

FI Eye-Opener: Still going lower

The German 10-year yield touched 1.49% again yesterday, but could still not make a convincing break lower. Better-than-expected US retail sales (see more below) sent the yield higher again later,

Daily FX Update

Leading into the NA open the USD is strong, equities are flat and the US 10‐year yield has climbed back to 2.63%. This is a holiday shortened week in North America that is laden with

Central European Daily

Tensions in East Ukraine further escalate NBP contemplates asset market intervention The Central European currencies eventually closed only little changed on

The Global Macro Pulse

ECB President Draghi’s statement at the IMF meeting on Saturday that EUR strength may require monetary policy easing pushed EURUSD down to a low of 1.3833 before it settled at about 1.385.

FX Daily

The geopolitical situation in Ukraine will probably be the main focus after deadlyclashes on Sunday in eastern Ukraine and the Ukrainian government’s announcementthat it will move troops into