Forex Forecast
UBS Morning Adviser
Watching US, Focus at Home The ECB was already entering this month’s decision with its hands full but
UBS Morning Adviser
Reserve Managers Now Prefer CAD Reserve diversification into smaller currencies continued in Q2, according to the latest quarterly survey of FX reserves carried out by the IMF.
UBS Morning Adviser
Down To The Wire The political scene in Italy was worryingly active over the weekend.
Australian Markets Weekly
RBA: No housing bubble and no change this week * Initial focus this week on the US as government shutdown looms with the Budget yet to be approved; Italian Government Coalition also in strife
Weekly Commentary
We take the opportunity of a quiet data week to review the state of the New Zealand export sector. Primary exporters are enjoying remarkably buoyant conditions,
UBS Morning Adviser
NOK: Revisiting Positioning We have been as stunned by the NOK’s continued reversal as many in markets.
UBS Morning Adviser
Debt Ceiling Dynamics Monday’s deadline remains in place for Congress to grant fresh spending authority to the US government,
UBS Morning Adviser
Don’t Forget the FPC The Bank of England’s Financial Policy Committee has never really featured in foreign exchange markets.
UBS Morning Adviser
Draghi’s Reminders Speaking before the European Parliament on Monday, ECB President Mario Draghi warned that the ECB was prepared to do more should growth continue to falter.
UBS Morning Adviser
Bullard Rescues USD (Temporarily) Comments by St. Louis Fed President Bullard on Friday prevented any further dollar weakness overnight.
Australian Markets Weekly
Labour market crucial to RBA policy in coming months * RBA hoping it has eased enough, but the economic outlook remains weak and unemployment is rising
Weekly Commentary
The US Fed’s decision to delay ‘tapering’ has sent the NZ dollar back into the stratosphere. While that in itself will make the RBNZ less keen to raise interest rates,