Market voice
Cable – getting nervous about $2?
Karen Griffith, chief currency analyst at Independent II Research, says technical and fundamental indicators point to sterling well above the $2 mark
Dollar weakening, but for how long?
Dollar weakness will continue into the first quarter of 2005 under current US policies, says Marios Maratheftis, economist at Standard Chartered Bank in London. But market volatility may change the Fed's stance
Dollar recovery set to continue
Dollar recovery is likely to continue this week as short-covering and profit-taking extend further, according to Mitul Kotecha, global head of FX research at Calyon, London
Dollar to plummet further in 2005
Continued dollar weakness in 2005 will fuel European and Japanese currency strength and damage export demand, according to Tony Norfield, ABN Amro's global head of FX strategy in London
Will Asia dump the dollar?
The possibility of a dollar collapse must be taken seriously. The US's benign neglect is increasingly untenable, says Tim Clayton, analyst at market analysis firm Investica in London
Who wins from yuan revaluation?
With a potential yuan revaluation looming, Adam Cole, senior currency strategist at Royal Bank of Canada in London, analyses the impact on the G10 FX markets.
FX – the odd man out
The currency market is decoupling from other markets. This is not sustainable, says David Woo, head of FX strategy at Barclays Capital in London
Spotlight on Japan's yen policy
With the focus on the US, little attention has been paid to Japan. Jake Moore, FX analyst at Barclays Capital in London, examines the MoF's likely actions now the US election is over
The US election effect
How will the US election affect the FX markets? Alan Ruskin, New York-based research director, 4Cast, reveals the results of his company's recent survey
US dollar's central role
The dollar is likely to have a large role to play in the adjustment of the US economy, whether it is suited to it or not, writes Alan Ruskin, research director at New York-based analysis firm 4Cast
Dollar to continue its slide next year
Michael Klawitter, senior currency strategist at WestLB Global Financial Markets in Düsseldorf, sees the euro continuing its appreciation against the dollar next year
SARB to cut before year-end?
Royal Bank of Canada expects a 50bp rate cut in South Africa to 7.00 before the end of the year, explains Tania Kotsos, senior emerging markets strategist at the bank in London
Oil woes hit yen
Neil Mellor, London-based analyst at Bank of New York points to the weakness of the Japanese market in the wake of high oil prices
FX majors unmoved by stronger capex
The capital expenditure recovery is unlikey to shake FX majors from their limited volatility, says Darragh Maher, senior currency strategist at Calyon
Ringgit revaluation looms
A change in the Malaysian ringgit's peg to the dollar is likely, despite the Malaysian authorities' protestations that this will not happen, says David Mann, Standard Chartered's senior FX strategist in London
The perils of a presidential election
The forthcoming US race for the White House represents a major risk for the FX markets ahead of voting in November and beyond, says Bilal Hafeez, head of foreign exchange strategy at Deutsche Bank in London
Will payrolls break EUR/USD range?
The market is already shifting its focus to this week's payrolls release, but the case for a range break in euro/dollar from a large positive or negative surprise is not clear cut, says Trevor Dinmore, FX strategist at Deutsche Bank in London
Will payrolls break EUR/USD range?
The market is already shifting its focus to this week's payrolls release, but the case for a range break in euro/dollar from a large positive or negative surprise is not clear cut, says Trevor Dinmore, FX strategist at Deutsche Bank in London
Is yen decoupling from oil?
The yen's gains against the greenback last week suggest an apparent decoupling from oil says Neil Mellor, currency strategist at Bank of New York in London
Euro/sterling kicks off
The summer football transfer season is providing unexpected support for euro/sterling, writes Pete Luxton, global markets adviser at Informa Global Markets in London
Sri Lanka rupee set to fall further
Domestic pressures and the rising oil price are likely to lead to further devaluation of the Sri Lankan rupee, say David Mann, senior international economist and Gill James, chief economist for the Middle East and South Asia at Standard Chartered in…
US equity markets to lead dollar path
US equity market performance will become critical for the dollar, say Neil Mellor and Simon Derrick, currency strategists at Bank of New York in London
Is sterling heading for a fall?
Falling UK corporate profitability and a new cable high spurs memories of 1992 and Black Monday, says Hans Redeker, global head of FX strategy at BNP Paribas in London
Central bank financing down
Foreign central bank financing of the US trade deficit is now below 30%. This means the quality of financing of the US structural deficit continues to deteriorate and pressure to sell the dollar will intensify, says Chris Turner, senior partner for FX at…