Forex Forecast
UBS Morning Adviser
Relative Value Comes Of Age The dollar’s trajectory still depends largely on the path of US monetary policy,
UBS Morning Adviser
A Very Dovish Fed The surprise decision by the Federal Reserve to delay tapering its current round of quantitative easing is a major setback to our longer-term bullish dollar view.
UBS Morning Adviser
Conditioning Expectations Expectations for what and how the Fed can deliver its tapering decision are maturing.
UBS Morning Adviser
Seeking Fed Fades The past 48 hours of news-flow from the US have suddenly cast Fed expectations in a new light.
UBS Morning Adviser
Summers Sinks Dollar The dollar came under broad-based selling pressure overnight after Larry Summers pulled out of the race to succeed Fed Chair Bernanke.
Australian Markets Weekly
Facing up to tapering * Fed tapering to commence this week; even if watereddown and more conditional on economy
Weekly Commentary
The Reserve Bank inched one small step closer to hiking the OCR when it delivered its Monetary Policy Statement last Thursday.
UBS Morning Adviser
Japan Still Selling AUD Japan’s retreat out of Australian dollar assets continues.
UBS Morning Adviser
AUDNZD Back In Play The AUDNZD downtrend resumed overnight, having stalled somewhat over the past month.
UBS Morning Adviser
Relevance Risks For Inflation The ECB will be looking at Wednesday’s German inflation releases with some degree of nervousness.
UBS Morning Adviser
The Dollar’s Taper Pace Friday’s payrolls release, while soft, was probably just enough to keep tapering on track.
UBS Morning Adviser
AUD: No Cause for Jubilation Despite trading above 0.9200 on Friday, AUDUSD remains at the mercy of incoming data flow which has been decidedly mixed over the past few days,