Interest rates
Structural factors to weaken dollar – Scotiabank
Canadian bank says the outlook for the US currency is generally negative
Dollar will be tested if stocks correct – City Index
High risk of major stock market correction in US will dampen dollar strength, says broker
Global slowdown is a growing worry, says CMC Markets
Signs of softening growth are accumulating, while trade tensions drag business confidence down further
EM structural strength in focus as dollar rallies, CIBC
But dollar gains could soon lose steam
BIS warns of virtual currency risks
CBDCs could have an impact on global financial stability, and large demand could force central banks into risky assets, new report says
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
Danske maintains bullish stance on ruble
The bank has positive outlook for Brazilian real and Mexican peso as dollar bear market remains
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
Differentiate between emerging markets, urges Rabobank
The Dutch bank is “cautiously optimistic” about the Russian ruble, but keeps its long-held bearish view on the renminbi
Sterling to remain vulnerable, Rabobank says
The Dutch bank sees GBP/USD trading at $1.32 in three months and at $1.28 in 12 months
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
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
Credit Agricole conducts FX forwards with Orchestrade
The bank is migrating all front-to-middle processing of vanilla and structured products to the platform
FX weighs on banks' trading revenues in Q3 2016
OCC report finds a fall in FX and interest rates lowered banks' trading revenues, but they still performed better than in 2015
Morgan Stanley sees EUR/USD trading at $0.97 by end 2017
Currency strategist James Lord finds the euro susceptible to weakness and sterling cheap long-term
BoE could cut rates again this year, says StanChart
Nick Verdi, FX strategist for the UK bank in New York, sees sterling ending 2016 at $1.20
Covered interest parity anomaly signals trouble ahead if volatility picks up
Since the financial crisis, a persistent breakdown of covered interest parity signalled an anomaly in the market. Over the last two years the phenomenon has accentuated and policy-makers should not dismiss its meaning, warns the BIS
BoE holds interest rates but hints at action in August
Sterling extends gains as the central bank awaits more economic data from the referendum aftermath
Regulation will change markets, but slower than expected
But market participants say they are in the early stages of a transformation that could accelerate in the coming years