Forex Forecast
Australian Markets Weekly
We recently moved our AUD forecasts lower, to accommodate the softening domestic economy and the lower RBA interest rate profile.
Weekly Commentary
A household-centric week of local data has reinforced our view that the Reserve Bank will be raising interest rates early next year,
UBS Morning Adviser
Japan Bond-Buying Accelerates Japanese investors are buying foreign bonds again, and with US 10 yields approaching a multi-year high overnight,
UBS Morning Adviser
MOVE-ing Against Decay For all the talk of fiscal risk, Eurozone instability and the perils of policy normalisation, it has been an awfully quiet summer.
UBS Morning Adviser
Minutes Minutiae Market participants struggling to reconcile the BoE’s policy views with ‘booming’ data (according to several UK papers) will have the opportunity to
UBS Morning Adviser
Don’t Misread Treasury Outflows Thursday’s release of Treasury International Capital (TIC) data, especially the details on foreign holdings of Treasurys,
UBS Morning Adviser
Kuroda Flows Seek Belgian Bonds Belgian and French bonds have been the key beneficiaries of yen outflows since the Bank of Japan unveiled its QQE policy in April.
Australian Markets Weekly
We last revised our AUD forecasts in June, lowering our end-2013 estimate for the AUD/USD rate to 0.88 and to 0.83 for end 2014.
Keep calm and carry on
There are still many unknowns around the Fonterra whey product contamination scare,
Global Weekly Snapshot
JPY: Kuroda versus the market We remain bullish on USDJPY, forecasting 105 and 120 in 3 and 12 months, respectively, but we recognize that occasional pullbacks will challenge our view.
UBS Morning Adviser
Inflation Trigger for NOK? The dollar looks set to end the week on a soft note, but G10 performance has not been uniform.
Strategist
Recent NZD/USD price action has done little to change our view. With the positive NZ economic story increasingly ‘in the price’,