Forex Forecast
UBS Morning Adviser
US softness and price risks outweigh valuations The Bank of Canada will be thankful that their policy decision may take place amid calmer markets,
UBS Morning Adviser
Growth pricing more important than risk appetite European stock markets had a difficult trading session on Monday,
UBS Morning Adviser
External Vigilance Essential for Central Banks In contrast to last week, escalation on the geopolitical front is now harder to ignore.
BNP Paribas: Major Currencies Forecasts
The following are BNP Paribas’ latest forecasts for major currencies.
Australian Markets Weekly – Investment outlook poor, still relying on exports
Poor capital expenditure data last week highlighted the business investment challenge that lies ahead for Australia. Some growth is expected in the non-mining sectors in 2014-15,
Weekly Commentary
Events of the last week have underscored our view thatNew Zealand’s export performance will come to the foreas a driver of growth in 2014, a major theme of our latestquarterly Economic Overview.
UBS Morning Adviser
Non-financial risk aversion’s fading impact To many investors February 27th was probably one of the most significant days to be ‘risk averse’ on the back of geopolitical risk only.
UBS Morning Adviser
Capex Cliff Approaches Confirmation arrived overnight that Australian miners expect to cut
UBS Morning Adviser
As EM ‘carry unwinds continue’, G10 stays put Many of the Emerging Market corrections we have seen in recent weeks have been put
UBS Morning Adviser
S&P erases 2014 decline, but who benefits? The ‘dollar as a growth currency’ theme is one of the many consensus views for 2014 which have failed to materialise in full.
UBS Morning Adviser
Too soon to rebuild AUD longs Japanese investors have systematically run down their exposure to Australian bonds over the past two years.
Weekly Commentary
New Zealand’s housing market is clearly slowing, andretailers ended 2013 on a less exuberant note thanexpected. However, we’ve also had early signs that the nextactual inflation print may be closer to 2% than we thought.