Dollar
Saxo: euro/dollar parity possible early next year
John Hardy, head of FX strategy at the bank, holds a EUR/USD view of 0.98 for Q1 2017
Macroeconomic impact of Trump presidency still questionable
Global markets reacted with euphoria in the wake of the US election, but real economy repercussions may be less positive
TD Securities: Trump stimulus may give dollar short-term boost
But if the fiscal package benefits mostly the rich, the greenback could lose in the long run as GDP might take a hit
Rabobank: cable volatility here to stay, even with soft Brexit
Jane Foley, head of FX strategy, holds a cable view for 2017 of $1.20 and $1.19 for Q1 and Q4, respectively
China's FX reserves slide to lowest since 2011
Latest PBoC figures show a drop of $45.7 billion in October to $3.12 trillion
Reflation next year could dampen multi-year dollar rally
But dollar strength is likely to play out until the first quarter of 2017
Retail brokers tighten margins ahead of US election
FXCM, IG Group and Saxo Bank take steps to reduce risk for their clients, while others stand ready to act
BMO: dollar will bump along the top of the trading range
Canadian bank expects US currency to remain strong this year
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
Broad dollar strength on the horizon, says Wells Fargo
December hike of 25bp expected from Fed and it is likely to pull the trigger again in 2017, helping to propel the dollar
Rabobank: Trump expectations will favour safe-haven currencies
Rabobank says the likelihood of a Republican victory could spark a flight to safety and a broad correction in many risk assets
BoJ policy shift will do little to stimulate the economy
The Bank of Japan is running out of solutions for its stagnant economy
Firms play waiting game amid ‘fickle’ FX markets
Informa's Tony Nyman says September remains a “live” meet for the Fed, but December could be the trigger month to raise rates
BoE wrong to act so soon – CMC Markets
Despite gloomy consumer confidence data, retail sales rose in July – evidence that data does not support the decision
Sterling has further to fall – ABN Amro
Following action by the BoE and with more negative data on the economy expected, sterling is likely to hit 1.20 by the year end
Westpac tops forecast table on stronger dollar call
Australian bank sees markets focusing on central bank action once again
BoE will likely cut rates in August, says Morgan Stanley
Monetary policy action from the UK central bank is expected in August, via QE and a rate cut
Expect more sterling weakness – BMO Capital Markets
Cable may drop to 1.28 in the coming six months, as political uncertainty remains after the referendum
FX investors seek safe havens in post-Brexit world
Japanese yen and Swiss franc surge as traders look for safety. Meanwhile, central banks take action and stand ready to act
Oversold dollar view leads Rabobank to victory
The bank says the Fed could hike again in September, with another possible if there is good data in the months ahead
RBC Capital Markets: US views could be trumped
Electoral uncertainty and the risk of a Trump presidency could force the Federal Reserve to hold back longer than expected
Corporates explore new risk management paths
Understanding and resolving internal issues comes to the fore
Dollar will struggle as Fed hike hopes evaporate – BNPP
But recent Fed minutes indicate a level of confidence that a June rise has not been ruled out yet. It all depends on the data
Still time for two Fed hikes, says NAB
The Fed is not going to do anything that might upset other areas of the world, says NAB market strategist