Forex Forecast
UBS Morning Adviser
Topped out at 1.40? The familiar drivers of euro strength seem to have met their match in
UBS Morning Adviser
Has liquidity preference in the CHF peaked? The SNB is expected to continue anchoring its policy firmly beyond today’s meeting,
UBS Morning Adviser
USDCNY trades 1% above official fixing for first time CNH and onshore CNY continued to weaken against USD as investors remained cautious about stops and potential unwinds of structured USDCNY shorts.
UBS Morning Adviser
A risk shock could potentially expose valuation concerns Governor Mark Carney lays out the BoE’s long-term strategic plan today.
Weekly Commentary
As was widely expected, the Reserve Bank lifted theOfficial Cash Rate to 2.75% last week, and signalled anextended series of hikes over the course of the next fewyears.
UBS Morning Adviser
Reserve growth is slowing, but it’s not helping the dollar One of the anticipated transmission mechanisms for dollar strength arising from
UBS Morning Adviser
Reality is challenging but sentiment shouldn’t take precedence G10 investors have been forced into crash courses on copper and
UBS Morning Adviser
Consumer Confidence Stalls Japanese consumers are losing confidence in Japan’s policy agenda.
UBS Morning Adviser
Short-rates dominant but long-spreads hard to ignore The ECB decision and payrolls release from last week had material consequences,
Weekly Commentary
Last week’s data largely supported our outlook for the NewZealand economy. New Zealand’s export commodity pricesrose to a new record, and the terms of trade edged up to seta fresh 40 year high.
UBS Morning Adviser
Fed’s Threshold Beckons UBS economics expects the US unemployment rate to fall to 6.5% today,
UBS Morning Adviser
News flow improves We have previously highlighted the long-term downside risks for