Forex Forecast
Weekly Commentary
A couple of weeks ago the high exchange rate and weakinflation pressure lead us to update our call on the timingof interest rate hikes by the Reserve Bank this year.
UBS Morning Adviser
Leap-frogging the Australian Dollar FX reserve managers and sovereign wealth funds are adding renminbi to their portfolios,
UBS Morning Adviser
Core-headline inflation divergence apparent, but no policy response (yet) For many central banks targeting the elimination of spare capacity,
UBS Morning Adviser
US Investors’ Overseas Interest Narrowing We have long held the view that US investors’ global allocation is a big marginal driver for the dollar.
UBS Morning Adviser
The Increasing Influence of Commodity Prices Iron ore’s drop below US$100/tonne comes at vulnerable time for the Australian dollar,
UBS Morning Adviser
FX market fails to register sovereign issues During the height of the Eurozone crisis, being short the euro was considered the most convenient way to
Weekly Commentary
Recent developments have allayed some of our concernsthat the private sector would respond to the economicupswing by going on an unproductive spending spree.
UBS Morning Adviser
Watch Japan Post too Yen bears have focused their attention on the diversification plans of Japan’s GPIF,
UBS Morning Adviser
Treasury move perplexing but FX impact limited, for now Many investors have been expressing confusion and concern regarding price action in Treasurys in recent sessions.
UBS Morning Adviser
Policy to continue weighing on krona, but watch positioning Within the minor currencies, the krona appears most at risk of more easing.
UBS Morning Adviser
A risk-off trade by nature, but direct FX link is possible On Monday UBS Macro Strategy proffered the view that it is now time for investors to
UBS Morning Adviser
This move is not over With EURUSD having already shed about 1.2% since Thursday’s ECB press conference,