| 11 Mar 2008 |  |  |
Global FX Strategist |
| | We expect further USD weakness on recession-like economic reports and growing perceptions that interest rate cuts and fiscal stimulus won't end the credit crunch anytime soon. |
| 27 Feb 2008 | | |
Global FX Strategist |
| | The past fortnight saw the USD fall against all G10 currencies but the GBP and JPY. |
| 29 Jan 2008 | | |
Global FX Strategist |
| | The past two weeks provided a glimpse of how currencies will react to an actual US recession knocking down growth around the world, including in Asia. |
| 15 Jan 2008 | | |
Global FX Strategist |
| | The first two weeks of 2008 has seen the USD decline against all G10 currencies but the GBP and CAD. |
| 8 Jan 2008 | | |
Global FX Strategist |
| | The 'fair value' value estimate for AUD/USD is 0.8550 based on a weekly regression model incorporating the 2-year swap yield spread. |
| 4 Jan 2008 | | |
Australian FX Strategist |
| | |
| 19 Nov 2007 | | |
Global FX Strategist |
| | The USD has recovered a little since the record low in the Dollar Index struck on November 9. |
| 5 Nov 2007 | | |
Global FX Strategist |
| | The USD fell sharply over the past fortnight, undermined by diminishing yield support as traders re-priced a sub-4% terminal Fed funds rate. |
| 22 Oct 2007 | | |
Global FX Strategist |
| | The past fortnight's currency action was in many respects a repeat of the previous one with the US Dollar Index falling to a fresh low just above 77.0, as recession fears re-surfaced. |
| 8 Oct 2007 | | |
Global FX Strategist |
| | The past fortnight was eventful with the US Dollar Index falling to a lifetime low, EUR/USD rising to lifetime high and CAD going through parity against the USD. |
| 24 Sep 2007 | | |
Global FX Strategist |
| | We have cut our USD forecasts to reflect a deeper slowdown in the US and the Fed likely cutting official interest rates to 4%. |
| 20 Aug 2007 | | |
Global FX Strategist |
| | The breathtaking carry trade unwinding of the past two weeks saw AUD/USD slide to below US77 cents, its lowest since early March this year, while NZD/USD slumped to under US66.5 cents, a level not seen ... |
| 23 Jul 2007 | | |
Global FX Strategist |
| | The AUD and NZD were the best performing G10 currencies over the past fortnight thanks to strong economies, expectations of interest rate hikes and rising commodity prices allowing them to benefit most ... |
| 9 Jul 2007 | | |
Global FX Strategist |
| | The main theme in currency markets over the past fortnight was a risk-appetite scare linked to concerns that the meltdown in the US sub-prime mortgage market would produce a hard landing in the US ec... |
| 26 Jun 2007 | | |
Global FX Strategist |
| | The backdrop for carry trades remains supportive. |
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