Trading

Property pressures the pound

As UK property price growth slows, investors are moderating their view on the Bank of England tightening cycle. This could add to sterling weakness, says Adam Myers at SG CIB in London

Consistency offers rewards

Few forecasters have been successful at both one-month and three-month currency forecasting over the past three months, our Index reveals. Only Westpac (top three-month forecaster and 10th place one-month forecaster) and Bank of Nova Scotia (6th place…

Dollar set to depreciate

Net capital inflows will exceed the US current account deficit over the next year, prompting dollar depreciation to begin again, says Jay Bryson, economics analyst at Wachovia Bank in Charlotte, North Carolina

HSBC reverses its fortunes

HSBC, which last month was languishing near the bottom of the FX Week Currency Forecasts Index, is this week the top one-month forecaster. The bank's aggregated majors forecasts, submitted May 21 and tested against spot on June 21, were out by just over…

How to make yen gains amid intervention fears

A currency overlay manager may wish to take advantage of fresh yen strength without being exposed to the impact of renewed intervention. Simon Derrick, head of Bank of New York's currency strategy team, describes a simple, low-cost way to express this…

Tax bill to bring the dollars home

NEW YORK – A new tax bill in the US that is likely to herald a massive repatriation of funds into the country could spell a 5%–10% hike for the dollar, according to one scenario model from Dutch bank ABN Amro.

Boosting dollar returns during euro strength

To boost returns on a US dollar deposit in a bullish euro environment, a European exporter would be wise to consider an FX tarn with conversion, says Christophe Bouculat, senior FX structurer at Calyon in Paris

Micex expands forex coverage

MOSCOW – The Moscow Interbank Currency Exchange (Micex) has launched new FX contracts in a step towards expanding the exchange-traded FX market in Russia.

Yen volatility returns in MoF absence

TOKYO – Traders in Japan are reporting a healthy return to yen volatility following the Japanese Ministry of Finance's (MoF) withdrawal from currency intervention in mid March.

Consensus forecasts win out

Consensus forecasts are commonly seen as a reliable indicator of future currency moves, and our Currency Forecasts Index proves this – to a degree.

Kiwi ripens against Aussie

The New Zealand dollar is rising against the Aussie in line with interest rate differentials. But potential growth in Australia may cap its gains, says Sue Trinh, currency strategist at the Bank of New Zealand in Wellington

Swissie rise snares forecasters

Dollar/Swiss was the most difficult currency pair to forecast over the past month, as the Swissie's 5% rise against the greenback took it from 1.3019 on May 7 to 1.2370 on June 7. Average % accuracy on one-month forecasts submitted by the 38 banks on our…

Improver knock-in forward for dollar bears

With the widely held belief that dollar/yen has scope to fall much further, Royal Bank of Canada's financial engineering team in London proposes a solution for a client wanting to buy US dollar forwards at more attractive rates. An 'improver knock-in…

An obsession with oil

Swiss franc, Norwegian krone and euro gains may be about to reverse, says Steven Pearson, chief currency strategist at HBOS Treasury Services in London

Snow hails CME's China deal

CHICAGO – The Chicago Mercantile Exchange (CME) has forged a ground- breaking deal with a central bank-sponsored FX trading platform in China, in a move hailed by US government officials as a crucial step towards renminbi flexibility.

Japan's MoF steers clear of intervention

TOKYO – Japan's Ministry of Finance (MoF) last week revealed it has not intervened in the FX markets since mid-March – and is likely to refrain from further currency intervention for some time, said market participants.

Volatility troubles traders

High intra-day volatility is making life difficult for forex traders, says Shahab Jalinoos, senior FX strategist at ABN Amro in London

RBS is top 12m forecaster

Forecasting currency moves over a 12-month horizon is a difficult discipline. In addition to negotiating unexpected economic data, interest rate differentials and trader psychology, the successful forecaster must also contend with geopolitical risks - a…

Long-term solution for dollar/rupee liability

With the Indian rupee rising and a low federal funds rate, Amit Bansal, head of treasury at Barclays Capital in Mumbai, proposes a solution for a corporate to take advantage of the inverted swap points

ACI Congress debates future

LONDON – The European forex community gathered in London last week for the ACI European Congress hosted by ACI UK. Among the contentious issues discussed during the three-day event were operational risk, the future of the European Union and trading in…

Oil troubles yen forecasting

Yen was the most troublesome currency to forecast throughout May, as the soaring cost of oil hit oil consumer Japan’s unit – and with it, yen forecasting accuracy.

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