Forex Forecast
Weekly Commentary
Early days yet The state of the housing market, and the new restrictions on high loan-to-value ratio (LVR) lending, were a consistent theme last week.
UBS Morning Adviser
What’s Broken in Scandies? In an environment where markets appear to be seeking daily for the next victim of funding stress and balance of payments problems,
BNZ Strategist
The world outlook remains uncertain but its prospects remain sufficiently strong to add support to a New Zealand expansion which is both broadening and gaining in momentum.
UBS Morning Adviser
G10 Post-Plenum In our Cross Asset Macro Strategy 2014 Outlook (Nov 11th), we highlighted 10 ‘alternative scenarios’ which could seriously surprise markets.
UBS Morning Adviser
Positioning For QIF For sterling, it appears that Wednesday’s inflation report could only offer surprises to the upside.
UBS Morning Adviser
NZD Outlook Tied To Property The New Zealand housing market is still booming, despite the introduction of property cooling measures on Oct. 1.
UBS Morning Adviser
EURUSD has now dropped five big figures in less than two weeks, drivenmainly by fears of a more robust ECB response if inflationary pressures are notrekindled.
Australian Markets Weekly – RBA expects gradual pickup, although lot of risks
The RBA’s latest forecasts predict only a gradual upturn in growth with unemployment rising out until the middle of 2015.
Weekly Commentary
Last week’s labour data provided further confirmation thatthe economy grew strongly in the September quarter, butalso suggested that wage pressures are a way off yet.
UBS Morning Adviser
There’s a USD in EURUSD Ex-post, the ECB clearly ‘delivered’. EURUSD ended European trading on Thursday materially lower than levels after the CPI reading last week.
UBS Morning Adviser
AUDCAD: A Short In the Making Attention is focused on today’s ECB policy decision and Friday’s US nonfarm payrolls report, but relative value FX opportunities elsewhere are still worth monitoring.
UBS Morning Adviser
Data Turn Afoot? The upward move in Treasury yields on Tuesday seemingly without any strong fundamental drivers has left markets perplexed.