Inflation
Zimbabwe reaches IMF agreement to deal with currency crisis
‘RTGS dollar’ will be supported by advice from IMF programme
Venezuela to adopt more flexible exchange rate
Liberalisation and US sanctions on oil industry likely to boost inflation, say analysts
Carstens says EMEs right to intervene, but must be ‘rigorous’
BIS “expending a great deal of analytical effort” in understanding the issue, he says
Argentine peso plummets as political risk rises
Rising inflation and recession increase popularity of former president Cristina Kirchner
Dollar-supportive factors may fade soon, says Wells Fargo
Longer-term dollar weakness likely as Fed approaches neutral policy, but how soon will that be?
Argentina adopts floating FX regime to tackle peso crisis
IMF extends running standby arrangement to $57.1 billion
Structural factors to weaken dollar – Scotiabank
Canadian bank says the outlook for the US currency is generally negative
Dollar’s rise and flagging risk sentiment dampen EM - SEB
Reduced risk appetite is currently affecting the EM currencies, but strong economic growth could help them to recover in the second half of the year
Trade discussions hinder dollar performance – CIBC
Friction over trade tariffs and tightening of QE will be the challenges for G10 in the months ahead
EM strength to continue for now, says Swissquote
The region will continue to improve over the next six months, says Peter Rosenstreich at Swissquote
Markets may be underpricing Brexit risk
‘We don’t see a situation where the UK is going to come out of this with a favourable deal’ – Mizuho currency strategist Sireen Harajli
Dollar downtrend intact for now – City Index
Regardless of the US administration’s preference for a strong dollar, the greenback is set to maintain its downward trajectory until March
Room for further cable gains, Wells Fargo says
US bank sees GBP/USD trading at $1.37 in three months' time and at $1.41 in 12 months
Monex Europe: bearish dollar outlook continues
But analysts are looking out for potential upside risks in US rates and inflation
Markets underpricing impact of tax reform, says BAML
“I think the market is not appreciating the risk of growth,” says David Woo, head of global rates and FX
Central banks to stay dovish, but messaging is key
Paying attention to what central banks say is the way to anticipate their moves in 2018
BoE hikes rates for first time in 10 years
Pound falls more than 1% against dollar and euro following long-awaited decision on interest rates
Swissquote: dollar has room for correction, but not a comeback
The bank's head of market strategy says markets under-appreciate the Fed's commitment to policy normalisation
Expect dollar rally to fade, BBVA says
The Spanish bank sees EUR/USD trading at $1.18 by year-end and to hit $1.21 by the fourth quarter of 2018
Disappointment with Trump continues to harm dollar – CIBC
EUR/USD is expected to trade at $1.20 by year-end and hit $1.23 in Q3 2018
SNB: from floor to ceiling
Swiss National Bank may ‘begin to act as a ceiling on the exchange rate’, says HSBC
Lacklustre dollar will help EUR/USD climb – CBA
EUR/USD is expected to trade at $1.20 by mid-2018 and hit $1.30 on a longer time horizon
ECB minutes reveal concerns over euro strength
Single currency has risen almost 6% over last three months, touching $1.1906 - highest since January 2015
Swissie’s fate now depends on ECB, strategists say
Sudden directional turn in EUR/CHF is a welcome relief for the SNB, even though the move to 1.15 is thanks to the ECB