Forex Forecast
UBS Morning Adviser
Aussie Outlook Dims More evidence arrived overnight that Australia’s mining investment boom is likely to recede gradually over the coming years.
UBS Morning Adviser
Price Surprises Surprising The window for the ECB Governing Council to act on deflation pressures appears to be closing as even the Bank of Spain Governor noted on Monday that there was no risk of deflation in his country.
UBS Morning Adviser
Swedish Depo Lessons The clamour for negative deposit rates in the Eurozone has subsided somewhat in the wake of some less-than supportive comments from ECB heavyweights.
Australian Markets Weekly – RBA Governor knocks AUD for six
Glenn Stevens, RBA Governor, would have been a happy man when he awoke on Friday morning, to a currency which had fallen by approximately a cent from where it was when he rose to
UBS Morning Adviser
The Bank of Japan is likely to ease policy further in April, but investors haveonly just begun to position for this outcome. So we raise our USDJPYforecasts to 103
UBS Morning Adviser
Yen Pointers From Nikkei The ‘big’ GPIF announcement has come and gone, and USDJPY watchers are still none the wiser as to when the big structural reforms can materialise.
UBS Morning Adviser
Fed Chair Bernanke overnight mostly reiterated the message from the Sept 18post-FOMC press conference, and the dollar sold off briefly before recovering.
UBS Morning Adviser
Equities Now Supporting CAD The Canadian dollar has been a key beneficiary of foreign inflows over recent years,
New Financial Forecasts
Norway: We expect Norges Bank to cut rates by two times 25bp next summer. There will however not be any such signals at the upcoming MPC meeting in December.
UBS Morning Adviser
Pensions and FX Japan’s public pension funds have been under the microscope ever since a government-sponsored committee was set up in July to review how the industry operates.
Australian Markets Weekly
The wrangle over Australia’s debt ceiling has been headline news over the past week, as the Senate refused to ratify Treasurer Joe Hockey’s bill, lifting it from the current $300bn to $500bn.