Forex Forecast
Markets Outlook – Surplus to Requirements
Thursday’s election-year Budget will be the centrepiece of New Zealand’s market week. Sure, the NZ government has signalled restraint.
Weekly Commentary
The March quarter labour market figures confirmed that ahiring spree is under way as the economy gathers steam. But with more and more people being drawn into the work force,
UBS Morning Adviser
Low US rates & strong fundamentals boosting KRW Continued low US rates have helped EM portfolio flows and have resulted in a resurgence in EM currencies.
UBS Morning Adviser
Rhetoric becomes fashionable Like the euro, the New Zealand dollar has been propelled higher over the past year.
BNPP Introduces A New Forecasting Model
BNP Paribas today introduces a new forecasting model ‘CLEER’ which is a medium-term fair value model for currencies.
UBS Morning Adviser
Market expects BSP to tighten policy at tomorrow’s meeting Bangko Sentral ng Pilipinas (BSP) will hold its May policy meeting tomorrow and
UBS Morning Adviser
Bearish outlook intact Although the Australian dollar mostly failed to react to the Reserve Bank of Australia’s overnight policy statement,
NZD Corporate FX Update
The NZD inched higher over April, despite a lesssupportive fundamental picture. It’s not that NewZealand’s good-news economic story is suddenlyunravelling – it’s just no longer surprising.
UBS Morning Adviser
China property risks loom Three years after writing about the China property bubble debate,
Australian Markets Weekly – RBA forecasts and policy focus this week
The RBA Board meeting, quarterly Statement on Monetary Policy and employment and retail sales data the highlights this week. RBA will revise down their near term inflation forecasts after a friendly Q1 report.
Weekly Commentary
New Zealanders go to the polls in 2014 and with theelection now a little over 6 months away politicalannouncements are starting to make headlines.
UBS Morning Adviser
Sovereign interest supportive Widening trade and current account surpluses have conspired to push USDKRW to a new 5½ year low.