Forex Forecast
UBS Morning Adviser
Follow the risk reward for dollar trades After two difficult weeks risk appetite is finally showing signs of stabilising.
UBS Morning Adviser
Whither EURGBP if/when BoE and ECB diverge? The February decisions by the ECB and BoE (next week’s inflation report included) may put
UBS Morning Adviser
Still exposed to FX after all Japanese investors have been slow to embrace FX risk in the wake the BoJ’s QQE program – at least that’s the common interpretation of official portfolio flow data.
UBS Morning Adviser
How good news is in the price? Our equity strategy team have already highlighted the
UBS Morning Adviser
Act III, Scene I The FX market’s most liquid currency pair does not fall easily.
Australian Markets Weekly – Australian data continues to improve
This past week has seen yet more key indicators, NABBusiness Conditions – a coincident indicator – and RBAcredit turn higher, more evidence the economy has shownmore resilience into year end.
UBS Morning Adviser
Currency risk beta the driver – for now The selloff in Emerging Currencies may have taken a breather but structural problems remain.
UBS Morning Adviser
Despite the EM selloff, liquidity concerns Despite the perception of volatile FX markets in recent days due to the Emerging Market selloff,
UBS Morning Adviser
A question of when, not if There has not been a policy rate adjustment in New Zealand since March 2011, when a 50bp ‘insurance cut’ followed in the wake of the Canterbury earthquake.
UBS Morning Adviser
Future guidance also now under the spotlight FX investors are still coming to terms with the near-spontaneous improvement in UK economic data several months ago.
UBS Morning Adviser
Trade rebalancing still elusive Yen bears can take comfort from Japan’s trade data released overnight.
UBS Morning Adviser
Expect macro-prudential measures to remain the norm The increase in the Swiss countercyclical-buffer (CCB) today led to strong interest in the CHF due to a hawkish interpretation – i.e.