Germany
EM sell-off will have lasting implications for currencies, says Natixis
Careful analysis of current accounts and export prices indicates Germany and Italy could benefit from the recent depreciation of emerging market currencies, but the US and the UK stand to lose out. By Patrick Artus
Dollar will outperform euro in the near term, says Barclays
An accurate forecast that the euro would strengthen at the end of 2012 has landed Barclays at the top of the three-month rankings, but the bank believes the dollar now has the edge
Euro will weather the storm, says Natixis economist
Germany will not allow the euro to fail, which is why the currency is performing better than expected, according to Asia economist at Natixis
Deutsche moves to simplify RMB under PBoC scheme
Deutsche Bank today completed the first renminbi cross-border transaction under a simplified scheme designed to ease the documentation burden for corporate users
Forex markets absorb political chaos in Europe
Participants reacted relatively calmly to political developments in Europe last week, and the absence of credible alternative currencies prevented a major sell-off
Eurozone crisis is a 'bomb about to explode', says Neil Record
The founder and chairman of Record Currency Management believes the euro has been mortally wounded and will struggle to survive in its current form
Spotlight on: Neil Record, Record Currency Management
The founder and chair of Record Currency Management talks to Robert Mackenzie Smith about the growth of the firm over the past three decades, as well as the challenges posed by the financial crisis and his shortlisted entry for the Wolfson Economics Prize
Testing euro exit scenarios
London-based think tank Policy Exchange is now judging the entries to the Wolfson Economics Prize, which asked entrants to propose the best way for a country to leave the eurozone. Following the relatively mild impact of Greece’s default earlier this…
Eurodollar in freefall, says TMS Brokers
A bearish short-term view on the euro lands TMS brokers at the top of the one-month forecast rankings
Policy centralisation key to future of Eurozone, says Goldman’s O’Neill
Success or failure of the Eurozone hinges on Germany ‘laying down the law’, according to chairman of Goldman Sachs Asset Management.
Markets brace for stress tests
LONDON – The euro traded firmly ahead of the European bank stress test results last Friday (July 23), despite expectations several banks will fail. But analysts warned the common currency is still a risk asset.
BNPP: Europe looks to liquidity and austerity
BNP Paribas (BNPP) has topped the 12-month currency forecast rankings for the third time in a row, having focused on the implications of liquidity and austerity measures on currency markets.
Super-competitive core won’t stop euro losses
The euro’s 'peripheral risk premium' has continued to rise through the bounce in EUR/USD. A super-competitive and rapidly recovering core won’t stop it rising further. Tighter policy in the core raises the deflationary benchmark for the periphery, adding…
Investors concerned over German banks' exposure to southern Europe
Investors and economists have identified German banks’ exposure to Europe’s indebted peripheral sovereigns as a potential risk to state finances.
On your marks...
One of the foreign exchange market mega-trends in 2010-2020 will be the use of the Swiss franc as a proxy for the old German mark, says Mansoor Mohi-uddin, global FX strategist at UBS in Singapore
Germany backtracks on currency derivatives ban
BONN – The German government has reversed on a proposed ban on currency derivatives and equity derivatives.
Experts divided over central bank intervention
TORONTO - There were mixed views on the central bank intervention in currency markets seen since the crisis among speakers at the FX Invest North America congress in Toronto last Tuesday.