Forex Forecast
Nordic Outlook: Global recovery set to continue
It notes recently improved prospects of a stronger global recovery, with leading indicators for most industrialised countries showing greater household and business confidence.
UBS Morning Adviser
Dollar Fears Being Realised? FX investors have generally embraced the stronger dollar theme in recent months while keeping a wary eye on rising US yields
UBS Morning Adviser
Balance Sheets Steady On IMF Chair Lagarde raised a few eyebrows amid what was largely a tame Jackson Hole gathering.
Australian Markets Weekly
AUD: Multiple Pressures • Emerging market volatility should weigh on the AUD, but this is not the Asia Crisis II.
Weekly Commentary
Invention and intervention The Reserve Bank headed into the unknown last week, intervening in the housing market with its loan-to-value ratio (LVR) restrictions.
UBS Morning Adviser
The Best Dollar To Buy The consensus has shifted since US yields began to climb in May,
UBS Morning Adviser
The Dash For Dollar Cash Japanese investors were net sellers of foreign portfolio assets last week, after six consecutive weeks of outflows.
UBS Morning Adviser
Fed Anchor Seeks Ocean Judging by the scale of dollar weakness so far this weak, it appears that markets are geared up for a soft set of FOMC minutes.
Safe-havens less attractive as tail-risks decline?
For the past two years most attention on financial markets has concentrated on the European economic outlook and its associated political and economic risks.
UBS Morning Adviser
Navigating Price Suprises In hindsight, the BoE’s fruitless entreaties to markets over the past few weeks have exposed the limitations of zero-bound policy.
UBS Morning Adviser
Spread Widening Favours USDJPY US 10y Treasury yields have risen 9.5bp since Friday’s open, setting a new two year high as the countdown to the September FOMC meeting continues.
RBNZ On Shaky Ground?
• Recent data highlight RBNZ’s dilemma • Leading indicators portend 4.0 – 5.0% GDP growth