Forex Forecast
UBS Morning Adviser
Does anyone want to win the balance sheet stakes? President Draghi can expect the usual questioning monetary conditions on Thursday.
UBS Morning Adviser
Corporate Inflation Expectations Elevated Surprisingly, Japanese corporates attach some credibility to
UBS Morning Adviser
Firmer EURUSD positioning not an independent FX event In the latest Global Positioning Summary (Mar 26th),
UBS Morning Adviser
Balancing inflation and growth in a challenging environment Last week Bangko Sentral ng Pilipinas (BSP) decided to hold rates,
Weekly Commentary
Last week’s data has emphasised one of the importantthemes in the NZ growth story; that the current pickupin growth has become increasingly broad based.
UBS Morning Adviser
Glass is edging towards half full for Norges, but nothing more The krone’s robust performance on Thursday suggests the market believe Norges’ narrative is
UBS Morning Adviser
Investor patience being tested Foreign investors in Japanese stocks are mostly still holding their nerve,
UBS Morning Adviser
US Current Data Outperformance Being Ignored Many investors have pondered how the market has been able to ignore what appeared to
UBS Morning Adviser
Is relative market calm in EM due to lighter activity? In recent weeks EM FX markets have shown remarkable resilience in the face of
UBS Morning Adviser
Dollar primed for a major rally in the coming months During last week’s FOMC meeting, Fed Chair Yellen implied that the first hike to
Australian Markets Weekly – Exchange rate, the terms of trade and growth
Two recent RBA research papers to note: Exchange Rate Movements, and Economic Activity and Australia after the Terms of Trade Boom.
Weekly Commentary
New Zealand’s economic performance over 2013 leaves it wellpositioned to achieve around 4% economic growth over 2014.That would be the fastest growth the economy has seen since2004.