Forex Forecast
Weekly Commentary
In the July OCR review, the Reserve Bank gave a clear reminder that the next move in the cash rate will be up – though just not this year.
UBS Morning Adviser
A New BRICS Wall? Perhaps a pure coincidence, but just when Draghi was being questioned about a coordinated G10 response to any crisis in Emerging Markets,
UBS Morning Adviser
Another Victim of A Strong AUD Even though the Australian dollar has seen a mini-rebound over the past 48 hours,
UBS Morning Adviser
Where SEK Differs The Riksbank returns from its annual summer break to a largely unchanged landscape domestically,
Riksbank rate decision – small market moves expected
On Thursday, the Swedish Riksbank will once again leave its main policy rate unchanged at 1.0%.
UBS Morning Adviser
BoC Can’t Anchor CAD The overnight RBA decision has underscored the role of the AUD in the central bank’s interest rate prospects,
UBS Morning Adviser
Aussie Runs The Gauntlet Once a quarter, the Australian dollar faces a week of concentrated event risk.
Australian Markets Weekly
AUD Range 0.92-0.88, break risk ● The AUD was stable over the month. But within a 4% range. Moves were driven primarily by external factors
Weekly Commentary
The inflation debate continues Last week’s developments did little to change our thinking on the New Zealand economy.
UBS Morning Adviser
Handbags & The Yen Japan’s core inflation rose to +0.7% y/y in July, the fastest pace since Nov. 2008. That brings us a step closer to the BoJ’s 2% target and suggests Governor Kuroda’s policies are bearing fruit.
UBS Morning Adviser
Gauging Guidance Judging by market impact alone, Mark Carney’s first public speech since his accession to the governorship was perhaps a disappointment.
UBS Morning Adviser
The Shifting Oil Trade Geopolitical risk in the Middle East has begun to dominate proceedings, forcing markets to explore the two avenues of approach for FX trades.