Forex Forecast
UBS Morning Adviser
FX Intervention Unlikely To Be Happening FX reserves held by the Reserve Bank of Australia (RBA) grew sharply and
UBS Morning Adviser
Growth overpriced, but policy differentials continue to stick out We view sterling as one of the most vulnerable currencies in G10.
UBS Morning Adviser
MAS holds as expected, but change in CPI forecast triggers slight short-cover Earlier today the Monetary Authority of Singapore (MAS) announced it was leaving the centre,
Weekly Commentary
New Zealand’s powerful economic upswing appears to haverumbled on through the first quarter of 2014 – althoughthere are some question marks in the detail.
UBS Morning Adviser
Central banks will be more attentive to income growth Japan watchers would have taken note how the policy focus of late has shifted away from
UBS Morning Adviser
Endless banter on renminbi levels helps no one After a long slumber, it appears the old China-US dispute over exchange rates is flaring up again.
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.
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.
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
Australian Markets Weekly – Job prospects improve but unemployment still rising
While news headlines are still filled with announced lay-offs, indicators of the jobs market have bottomed and even improved a little…
Weekly Commentary
A steep fall in world dairy prices at auction last weeksparked a flurry of questions from the market aboutwhether a key part of the New Zealand economy’s goodnewsstory is coming unstuck.
UBS Morning Adviser
Stronger income growth in the US would help everyone On Thursday, Draghi may have disappointed investors hoping for more forceful rhetoric on FX.