Forex Forecast
UBS Morning Adviser
Dollar Still Evolving Market participants have agonised over the past few sessions on how the dollar is going to react after Wednesday’s Fed meeting.
Rates on hold and flatter rate path from Norges Bank
The message from Norges Bank has been just as volatile as the import-weighted NOK index over the past year with hawkish and dovish comments swiftly changing.
UBS Morning Adviser
AUD: Capital Flight Fears Overdone The IMF announced overnight that, on June 28th, it will reveal for the first time the size of reserve manager holdings in AUD and CAD.
UBS Morning Adviser
JPY: When The Forest Moves In Shakespeare’s tragedy Macbeth the King feels secure.
Australian Markets Weekly
• Housing finance demand consolidated in April • Business and consumer confidence steady
Working through the US soft patch
Outlook for 2014 strengthens • The US economy is working its way through a soft patch due to substantial fiscal tightening.
UBS Morning Adviser
Toushins Like MXN Japanese investors have been slow to add to their overseas portfolio holdings this year despite the launch of the BoJ’s QQE program.
UBS Morning Adviser
Trading Spread Trends Market developments in recent weeks suggest the best FX trends in G10 have ended for now.
Australia & NZ Economics Weekly – Influences on breakeven inflation
With RBA models showing that 10y breakeven inflation helps anchor underlying inflation, we have looked at he ability of a large range of economic and
UBS Morning Adviser
A Healthy Unwind (For Now) Markets are still struggling for direction as investors seem to be unable to find any asset class that is actually performing.
UBS Morning Adviser
BoJ Stands Pat The Bank of Japan announced no new policy initiatives overnight. A minority of investors had positioned in advance for an expansion of the
UBS Morning Adviser
Japan Flows Point To Lower AUDNZD Two batches of official portfolio data arrived overnight, shedding fresh light on how BoJ easing is affecting Japanese investor behaviour overseas.