Forex Forecast
UBS Morning Adviser
Dollar Bears Beware Bernanke Financial markets interpreted Federal Reserve Chairman Bernanke’s Congressional testimony as dovish with the dollar softening,
UBS Morning Adviser
Follow BoE Minutes The main event for markets today will be Chairman Bernanke’s semi-annual testimony in front of Congress.
UBS Morning Adviser
Aussie RBA Minutes Boost Temporary The minutes of the Reserve Bank of Australia’s July meeting have given a modest boost to the Australian dollar,
BNZ Markets Map – Q3 2013
As the trend for higher US bond yields and a stronger USD gathers pace, we’ve revisited what it all means for our currency forecasts.
UBS Morning Adviser
Yen: No Relief From Trade Balance • Sell yen on Japan’s ongoing trade deficit • The yen is still a sell even if the deficit returns to surplus
Australian Markets Weekly
How low does the CPI have to be for the RBA to cut? This question came up late last week after the poor Labour Force report,
All those in favour, say “Aye”
The economy has passed its vote of economic confidence. The Canterbury-construction sector ticket rallied enough votes,
UBS Morning Adviser
Same Script Emerges On July 4th, the Bank of England warned in its policy decision that ‘the significant upward movement in market interest rates would…weigh on the [economic] outlook’.
UBS Morning Adviser
AUD Still Vulnerable Australia’s unemployment rate climbed again overnight hitting 5.7% − a level not seen since Sept 2009.
Monthly Economic Outlook
With four years of economic recovery now in the books, we are seeing more pockets of improvement,
The US Dollar Bull Market Has Begun
While the Fed has judged the US economy to be sufficiently robust to withstand an increase in interest rates, in many ways the US stands alone,
UBS Morning Adviser
Balance Sheets Matter ECB Executive Board Member Joerg Asmussen turned the screw on the euro on Tuesday by initially stressing that forward guidance by the ECB goes ‘beyond 12 months’.