Forex Forecast
UBS Morning Adviser
Let Nordics Run Their Course Having felt conditions were ripe for a CAD rally, we were taught a harsh lesson on Wednesday by the BoC:
UBS Morning Adviser
CAD: Boring is Good The Bank of Canada is unlikely to register any major changes to policy on Wednesday.
UBS Morning Adviser
Dollar Asymmetry Intact The long-awaited September payrolls report is due on Tuesday and it appears that markets have become a bit more partial to
UBS Morning Adviser
Pick Your Longs Carefully There is very little doubt that the market will continue to chase risk-on in the coming weeks to take advantage of a conservative Fed and fiscal stability.
Weekly Commentary
Eye on the Horizon Last week we issued our long-run forecasts for the New Zealand economy, out to 2023.
UBS Morning Adviser
What’s the Damage? Judging by the queries from clients in the aftermath of the debt ceiling deal, it is clear that markets want to see the delayed data released as soon as possible.
Strategist
Economic Outlook The more we look at New Zealand’s capital expenditure trends and pointers, the more upbeat we become.
UBS Morning Adviser
3 Themes for 3 Months The Senate-penned deal might not be perfect, but it has done the job and markets will take what it can get in terms of fiscal stability until Congressional battles pick up again.
Eye on the horizon – longer-term economic forecasts for New Zealand
We are often asked for our longer-term economic forecasts. In this bulletin we respond to those requests by extending our forecasts out to 2023.
UBS Morning Adviser
If Risk-On Drivers Return The market continues to operate under the assumption that Washington will find a resolution ahead of the relevant debt ceiling deadlines,
UBS Morning Adviser
Dare RBNZ Stand Alone? Being short AUDNZD is one of our long-held trade recommendations.
UBS Morning Adviser
Watch The MMMF Flow On October 10th our US Rates Strategy Team highlighted that along with the sovereign reserve manager community,