Federal Reserve
Perspectives on 2014: Nigel Khakoo, Nomura
The market is now better prepared for the Fed to scale back quantitative easing than it was when the idea was first mooted in May, but concerns remain over regulatory issues and the buy side should be more involved, says Nigel Khakoo, head of Emea FX at…
Perspectives on 2014: Axel Merk, Merk Investments
The timing of QE tapering will remain a dominant theme in the coming months as many currencies remain beholden to central bank decisions, while the eurozone crisis is still far from over, warns Axel Merk, president and chief investment officer of Merk…
Monex Europe goes against the grain on EUR/USD
Currency broker Monex Europe climbs to first place in the three-month rankings after forecasting euro resilience against the dollar
Rising cost of credit drives corporates back to voice trading
Corporate treasurers have been facing up to the increased costs of hedging as their bank counterparties deal with regulation, but some say rising credit charges are driving them to revert from electronic platforms to voice trading. Joel Clark and Miriam…
FX Week Europe: Fed is in ‘La La Land’ on monetary policy
SG CIB's chief currency strategist hits out at Federal Reserve's failure to appreciate the implications of its QE and interest rate policies
Lynn Challenger talks to FX Invest
Michael Watt asks Lynn Challenger, managing director of global trading at Mellon Capital Management, about the ups and downs of 2013, the merits and demerits of FX trading styles, and his outlook for 2014
Deutsche retains eight awards, despite low interest in eurozone FX
Slipping into second place this year, Deutsche Bank nonetheless retains eight awards, including in new categories such as best bank for FX for investors
US dollar will outperform other majors, says BMO
Canadian bank tops one-month forecast rankings for the first time this year with a bullish take on the dollar
Crédit Agricole on the rise with bullish dollar view
A consistent view on US dollar strength sees Crédit Agricole soaring up through the one-month forecast rankings
ECB speculation provides welcome diversion for investors
Currency investors are growing weary of QE tapering speculation and taking more of an interest in events in Europe, prompting big moves in the euro
Westpac tops table with pessimistic dollar view
Australian bank tops this week's three-month currency forecast rankings after predicting events in the US would weaken the dollar against the euro
Systematic strategies will bounce back, say managers
Despite the recent bankruptcy of FX Concepts, some currency managers believe systematic investment strategies could soon make a comeback
Buy side prepares for fixed-income storm
Artificially low volatility leaves firms nervous about the future – and looking for fixed-income alternatives
City Index tops table with bullish sterling view
New to the FX Week forecasts index, City Index has topped this week's one-month table for the first time thanks to a correct call on sterling strength
Scepticism over tapering pays off for Westpac
Westpac tops this week's one-month currency forecast rankings with low expectations for the dollar and the yen
US political gridlock puts EM currencies in stasis
EM currencies could still be badly affected by US default, say traders
Reserve managers seek alternatives to USD and EUR
Following the IMF’s publication of its FX reserves data for the second quarter, Steven Saywell assesses why reserve growth has slowed and central banks are looking to diversify
US government shutdown impacts on dollar expectations
The timetable for tapering of quantitative easing and the performance of the US dollar could both be impacted if the shutdown continues, say strategists
Monex Europe on top with strong EUR/USD view
An accurate view on Fed tapering - or lack thereof - has leapfrogged Monex Europe to the top of the one-month rankings
Dovish FOMC risks losing market trust
Federal Reserve's communication over tapering adds to market's growing mistrust of central bank information
Asia is a focus for FX research, says Morgan Stanley's Redeker
Hans Redeker, global head of FX strategy at Morgan Stanley, talks to Miriam Siers about the objectives of his team and their expectations for the coming months
Currency managers caught out by dollar rise against EM currencies
Immediate future of emerging market currencies in the hands of the Federal Reserve amid QE tapering expectations
EM exodus continues ahead of imminent QE tapering
The Indian rupee and Indonesian rupiah have continued to fall this week as tapering of quantitative easing in the US looms in the coming months
Westpac wins with bet on sound pound
Westpac's head currency strategist says market has been overexcited over the prospect of tapering in the US, while sterling shows more promise