Forex Calendar
UBS Morning Adviser
A weak currency can only take you so far Despite expectations to the contrary, the Riksbank is far from being in a position to shift tones.
Daily FX Update
Leading into the release of the IMF’s World Economic Outlook (9am EST) there is building unrest in Ukraine but only a modest market reaction.
Central European Daily
Czech and Hungarian industrial output grows more than expected On Monday, the Czech industrial output surprised analysts by a 6.7% y/y rise in February,
The Global Macro Pulse
Lower US Treasury yields overnight weakened the dollar slightly. EURUSD rose to 1.3743 and USDJPY slipped to 102.96. AUDUSD softened on the Asian open,
FX Daily
There are no big market movers today. The UK releases industrial production forFebruary, which is expected to show a moderate rise of 0.3% m/m.
UBS Morning Adviser
Risk-reward in dollar shorts falling The lack of positive reaction post US news has been a strong source of frustration for dollar bulls.
FI Eye-Opener: No jumping the gun on QE
After some initial weakness, longer German bonds ended the day with small gains, as there were signs things could heat up in Ukraine again. Intra-Euro-zone bond spreads corrected wider,
Daily FX Update
The USD is mixed into the open with growth currencies underperforming and European currencies outperforming. Geopolitical risks are a core focus as is profit taking.
Central European Daily
Hungary’s elections: the main question remains open The result of the Hungarian parliamentary election was in line with the expectations.
The Global Macro Pulse
Dollar-G10 is essentially unchanged in Asian trading with AUDUSD at 0.9281, EURUSD at 1.3698, and USDJPY at 103.26.
UBS Morning Adviser
EM once again benefits from low US rate expectations EM currencies were again beneficiaries of falling US rates as weaker US data
FX Daily
A quiet start to a quiet week. German industrial production for February is the mainrelease today and is expected to rise 0.1% m/m following a strong increase of 0.8%m/m in January.