Opinion
India adds its angle to clearing debate
CCIL allows economics to drive change
A global power shift
Gerard Lyons, chief economist at Standard Chartered in London, believes the balance of power could shift as the global economy recovers in 2010.
Fragile markets ahead
Gareth Berry, FX strategist at UBS in Singapore, looks at the impact of the Dubai’s request for a debt standstill
The forex clearing debate continues
Saima Farooqi asks how likely it is that fx swaps and forwards will be swept up in the OTC derivatives reforms.
Verbal intervention won’t stop US dollar losses
Adam Cole, global head of foreign exchange strategy at RBC Capital Markets in London, believes US dollar weakness is a reflection of conventional monetary policy
Economics should drive change
The decision to include foreign exchange swaps and forwards in the US over-the-counter derivatives reform bills run counter to research conducted by central bank-backed foreign exchange committees.
Chasing the perfect storm
Monica Fan, senior currency product engineer at State Street Global Advisors based in London, assesses the prospects for the US dollar in 2010 and what it would take for cyclical recovery to occur
Sticking to fundamentals
Callum Henderson, global head of foreign exchange research at Standard Chartered in Singapore, warns of a violent US dollar upside correction in the first half of 2010
Making local trading a focal point
This time last year, there was a lot of discussion about the winners and losers out of the financial crisis as it pertains to foreign exchange. Much of it came in to play - dealers with the strongest franchise fared the best overall, while regional…
A changing longer-term dollar paradigm
Pete Luxton, global economic adviser at Informa Global Markets in London says the dollar may be reaching a turning point
The Brazilian real: Can it be reined in?
Simon Derrick, chief currency markets strategist at BNY Mellon in London discusses Brazil, its capital controls, and the implications for other emerging economies
The central clearing backlash continues
As the foreign exchange industry continues to get its house in order to prevent any undue regulatory scrutiny, cracks persist in the arguments extolling the virtues of central clearing facilities.
Diode decoupling
While there is increasing optimism about the global economy's rebound, the growth story is fractured. Asia - especially China but also South Korea, among others - is seeing strong growth while Western economies lag, says Paul Mortimer-Lee, strategist at…
Paradigm shift in forex means new risks
The changing paradigm of the foreign exchange markets might create a new set of pressure points for the industry that need to be addressed, warned delegates at the FX Week Asia congress in Singapore last Tuesday.
Yuan debate reignites
Simon Derrick, chief currency markets strategist at BNY Mellon in London, says the November G-20 meeting could be critical as the US and China set out their respective cases for the direction of the Chinese yuan
Segregated accounts: an uneasy compromise
State Street last week became the latest bank to take advantage of counterparty risk fears on the buy side, extending its hedge fund administration services to include custody, cash management and forex.
Central banks walk the 'not buying dollar' walk
Central banks are increasingly reluctant to accumulate US dollars, and are shifting out of the unit into other G-10 currencies, says Steven Englander, currency strategist at Barclays Capital in New York
The search for yield
Investment flows are returning to emerging markets as investors scour the globe for yield, says , senior currency strategist at Brown Brothers Harriman in New York
Struggling with risk
Geoffrey Yu, currency strategist at UBS, looks at the potential for a reversal of risk appetite
Smaller funds dead set on futures
A growing number of small fund managers are strongly considering switching out of forwards and into exchange-traded products to access the market for hedging and speculative purposes