Forex Forecast
UBS Morning Adviser
NZD Hinges On Wheeler The recent resilience of the New Zealand dollar owes much to the prospect of several RBNZ rate hikes next year.
Australian Markets Weekly – Fed ‘tapering’ is coming: Implications for Australia
Strong US payrolls numbers have increased speculation that the Fed might start ‘tapering’ its bond buying program as early as its 17-18 December meeting. Fed tapering will signify the ‘all clear’ for the US economy,
Weekly Commentary
A question of timing The Reserve Bank is going into this week’s interest rate decision armed with plenty of reason to reiterate the message that interest rates will rise next year.
UBS Morning Adviser
Payrolls Safety Sought The steady stream of positioning adjustments throughout the week, exacerbated by the mid-week revision in payrolls expectations and
UBS Morning Adviser
If You Must Sell GBP The BoE decision on Thursday will probably be a non event as the BoE has already played several ‘tightening’ cards over the past month with the quarterly inflation report and FLS tweaks;
UBS Morning Adviser
Norges Conundrum As our economists put it, the RBA’s decision this week was ‘boring’, and they may not be the only central bank in this category this week.
UBS Morning Adviser
Currency Rebalancing Games Out of the AAA central banks, Norges, the RBA and BoC all meet this week.
UBS Morning Adviser
Pricing BoC Caution The Bank of Canada is one of several central banks looking to sign off on policy for the year this week.
Weekly Commentary
With the New Zealand economy showing some seriousupward momentum, interest rate markets are now fullypricing in a 25 basis point OCR increase in March next year
UBS Morning Adviser
AUD Dependencies Exposed Overnight news flow served reminder of the important role played by foreign direct investment in supporting the Australian dollar – and the risks to the currency if those inflows were to fade.
UBS Morning Adviser
AUD: Beyond The Horizon Australia’s quarterly capex survey contained some bright spots overnight,
BNZ Strategist – The Strategist
While everyone appears obsessed with the impact of the LVR restrictions, the economy continues to broaden and strengthen its momentum regardless.