Opinion
AUDIO: Is the European Monetary Union bound to fail?
Nick Beecroft, senior markets consultant at Saxo Bank in London, looks at the key developments in the unfolding sovereign debt crisis and the political will of the Union's architects.
Against the Treasury’s proposed exemption
Systemically significant foreign exchange markets need transparency and regulation, argue Dennis Kelleher and David Frenk
In favour of the Treasury’s proposed exemption
Darrell Duffie's opposition to the US Treasury's paper misses crucial points, argues Justyn Trenner
Audio: To QE or not to QE, is the only question?
Markets could be sleepwalking into global crisis 2.0 as a third round of quantitative easing becomes increasingly likely, cautions Nick Beecroft, senior markets consultant at Saxo Bank in London.
Sanity check on the value of emerging markets
April in perspective: investors and managers appear to have become more averse to the risk posed by emerging market currencies after volatility struck in March
Reality check on CAD and AUD assumptions
Jeremy Stretch, head of FX strategy at CIBC in London, asks whether the Canadian or the Australian dollar is a better buy in an environment in which both appear attractive alternatives to struggling traditional currencies
The month that 2011 got interesting
March in perspective: an earthquake in Japan and soaring yen; Thomson Reuters Matching out for four hours; Icap moves to decimals on EBS; and what's the latest on Pure FX?
Audio: ECB and BOJ face crisis
Nick Beecroft, senior markets consultant at Saxo Bank, discusses the challenges facing the European Central Bank and the Bank of Japan
What Japan’s crisis means for the yen
Reflecting on the earthquake and tsunami that struck Japan on March 11, Thomas Stolper, chief FX strategist at Goldman Sachs in London, challenges popular assumptions that have been made about the impact the crisis will have on the yen
The US dollar – still a safe haven?
Adam Cole, global head of foreign exchange strategy at RBC Capital Markets in London, argues that continuing dollar weakness is not a reflection of risk aversion in the FX markets, but rather a result of a growing difference between US and European…
A month of ongoing regulatory uncertainty
A new monthly column by FX Week editor Joel Clark, reviewing the key trends and developments in the month gone by
Finding your currency bearings in 2011
Mitul Kotecha, head of global foreign exchange research at Crédit Agricole CIB, summarises the themes that have been driving the FX markets in the first two months of 2011
Audio: Dollar to win G-3 ugly contest
Nick Beecroft, senior markets consultant at Saxo Bank, predicts the US dollar will stage a comeback in 2011.
No market left untouched by regulatory clampdown
Few participants in the FX market seem to dispute the evolution of new regulations will be one of the biggest themes of 2011, but attention has tended to focus predominantly on Washington, DC and Brussels over the past year.
A year of change and opportunity
The regulations on foreign exchange markets have yet to be fully clarified, but indications are already emerging as to who the winners and losers might be.
Back to the future
Lutz Karpowitz, currency strategist at Commerzbank in Frankfurt, asks whether Hu Jintao is right in saying the current global currency system is a product of the past
Thomson Reuters’s time in the spotlight?
The old rivalry between EBS Spot and Thomson Reuters might be getting a new lease of life, as Thomson Reuters positions the Thomson Reuters Dealing system as a Sef and MTF-compliant platform for bespoke product trading. And now the Matching Host…
China key to euro fortunes
Simon Derrick, global head of FX strategy at Bank of New York Mellon in London says China’s fortunes are tightly entwined with those of the euro
Subterranean euro-sick blues
The sovereign debt crisis is not going away, and will drive much of the action in the first quarter at least, writes Marc Chandler, global head of currency strategy at Brown Brothers Harriman in New York
What's ahead for 2011
Industry heavyweights tell us what’s in store for this year
Triumph in the midst of adversity
The past 12 months have been perhaps some of the most challenging for the foreign exchange market as it pushes to ensure it remains independently governed as an industry with its specific risks, while continuing on the growth trajectory aided through new…
Sterling: A story of two halves
After a turbulent 2010, sterling will be bolstered by economic outperformance in the first half of next year, but its fortunes might be reversed in the second half, writes Michael Hart, director of FX strategy at Roubini Global Economics in London
The curious case of Pure FX
There’s been a lot in the press in the past week about a consortium of banks looking to launch a bank-only platform to rival EBS Spot, having become disgruntled by the influence lost to high-frequency traders.
The currencies to watch in Asia
Mitul Kotecha, head of global foreign exchange strategy at Crédit Agricole Corporate and Investment Bank in Hong Kong, looks at why the Asian currencies have fared so well in 2010 and whether their luck will continue next year