Forecast
Swissquote: Fed rate cut would be boon for EM currencies
Cutting interest rates in US will favour risky assets, bank says
City Index: US and China truce, global outlook weighs on Fed
Greenback may be bolstered in short term, but range trading expected over medium term
Danske Bank: Fed cuts and trade war truce will weaken US dollar
Euro to strengthen against greenback since Fed expected to ease more aggressively than ECB
Rabobank: US and China heading for Cold War
Fed cuts will not be enough to sustain EM currencies while capital outflows continue as tensions persist
Swissquote: discount short-term news, focus on central bank policy
Markets search for direction as trade tension lingers and central banks move back into spotlight
Rabobank: dollar and yen to strengthen due to safe-haven flows
Relatively attractive interest rate differential between dollar and other G10 currencies boosts appeal
City Index: ‘major negative knee-jerk reactions’ in EM if yuan breaks 7.00
Dollar tends to strengthen against sterling and euro on Brexit crisis and escalating US-China tension
TD Securities: cheap euro to rise if car tariffs don’t get in the way
Long-term risks play in single currency’s favour, says Canadian bank
SEB: tariffs won’t dampen China’s growing influence on global economy
But in the short run, threats will knock renminbi and other emerging market currencies
Westpac: yuan remains resilient despite upward pressure on USD
Yuan could be supported by China’s fiscal stimulus and balanced capital outflows; Indian rupee faces pressure from oil prices and deficits
RBC grapples with early UK election risk
Bank puts probability of no deal at 5%, but should it occur sterling could drop 10%, according to head of FX strategy in London
With G10 volatility low, EMs offer opportunities – Swissquote
The bank forecasts emerging market currencies to strengthen against the dollar throughout the year
Brexit delay to keep sterling in well-trodden ranges: Gain Capital
Green shoots of spring growth in global economy bring dollar, euro plays to the fore
Euro to languish as Germany's economy struggles – CMC Markets
Pan-European currency to maintain its slide even as Fed hits pause
The EM units to watch as US and China make peace – Swissquote
Currencies such as the Thai baht, which trades heavily with China, should benefit from easing tensions
BBVA: Nokkie and Aussie to pounce this year
With oil prices north of $60 per barrel, Norway’s currency will remain well bid, says Spanish bank
Dollar strength remains a theme for 2019 – Rabobank
Almost by default, the greenback is likely to stay well supported when other currencies don’t look as attractive
Monex Europe: China’s falling growth is biggest risk for EM currencies
But, following stimulus packages, the broker maintains bullish stance on renminbi
ABN Amro: euro to bottom out in first half of 2019
The bank has downgraded its forecasts across euro crosses amid subdued growth
Wells Fargo: US-China trade spat still a drag for Aussie
Dispute will keep trade-sensitive currencies under pressure, with a deal unlikely before March 1 tariff deadline, says strategist
Morgan Stanley: dollar to weaken in 2019 on waning growth outlook
US economy will be propped up by consumer spending, says the bank
Dollar looks set to hold its own in 2019 – Informa Global
It’s a struggle to find sustainable alternatives to the greenback among G10 peers, FX fundamentals manager says
CMC Markets: dollar to weaken as Fed halts rate hikes
Other central banks will follow the US lead and not tighten monetary policy further in 2019
Dovish Fed improves conditions for EMFX – Morgan Stanley
Weakening investment outlook for US suggests economic performance falling back in line with rest of world