Market voice
Headwinds are set to hinder the rand
Razia Khan, senior economist at Standard Chartered in London says the fundamentals for the rand are not supportive despite a recent rally
Real strength set to continue
Gray Newman, senior Latin American economist at Morgan Stanley in New York, says that the Brazilian unit will be supported by interest rates and continuing growth
Decoupling is key to Asian strength
Stephen Jen, head of currency research for Morgan Stanley, and Charles St-Arnaud, acting Asian currency strategist in London, say Asian currencies will strengthen once Asia decouples from the US
Black clouds over the greenback
David Woo, head of global FX strategy at Barclays Capital in London, looks at the threats to the US dollar from Chinese trade and a weak housing market
Politics and the pound
There are parallels between Tony Blair’s current situation and the period around Margaret Thatcher’s demise when the pound crashed out of ERM, write Peter Luxton, global markets adviser, and Stuart Bennett, head of European economics at Informa Global…
Make or break for FX diplomacy
James Malcolm and Mirza Baig, FX stategists for Deutsche Bank in Singapore, look at the prospects for Chinese FX policy in light of a new US Treasury Secretary
Time for a kiwi revival
John Horner, FX strategist for Deutsche Bank in Sydney, points to reasons to be positive on the New Zealand dollar
The yen – a conflict of interests
Neil Parker, economist at Royal Bank of Scotland in London demystifies the 'black art' of predicting movements in the yen
Loonie in tune with the market
The outlook for the Canadian dollar looks set to be tied to commodity prices and the global economy, says David Watt, senior economist at BMO Capital Markets in Toronto
Power to the peso
The Mexican peso's future is in the hands of a new administration, says Lewis Emmons, emerging market analyst at Informa Global Markets, London
Play equities and bonds through FX
Adam Cole, senior currency strategist at RBC Capital Markets in London, analyses how currencies move as bond and equity markets fluctuate
Down but not out
The Fukui scandal could bring about temporary depreciation for the yen, says Toru Umemoto , FX strategist at Barclays Capital in Tokyo
Where have all the petrodollars gone?
Jeffrey Young, managing director, head of currency research, and Eric Darwell, vice-president, currency strategist VP at Citibank in New York, analyse where 'petrodollars' are going and the ramifications for the greenback
Risky currencies are well supported
Despite a widespread perception to the contrary, most high-yielding currencies continue to do very well on strong fundamentals and firm inflows, says Beat Siegenthaler, senior strategist at TD Securities in London
Is sterling ripe for a fall?
The trade-weighted value of sterling has dropped to levels last seen in late 2003. At the start of Q2 there has been much speculation about the increasingly negative prospects for the UK economy and sterling, writes Jeremy Stretch, FX strategist at…
Pressure likely for the greenback
The improvement in February's US trade data is likely to be short-lived. Deutsche Bank's strategy team continues to look for EUR/USD to grind higher over the course of the quarter. Is the deterioration of the US basic balance still a valid reason to sell…
A changing regime
Low-yielding currencies are set to make a comeback, writes Teis Knuthsen, head of FX and fixed-income research at Danske Bank in Copenhagen
The end of emerging market exuberance?
A plunge in high-yield currencies has triggered concerns that global investors had become too lax in their evaluation of emerging market risk, but Caroline Blyth, emerging market manager at Informa Global Markets, says the likelihood of a serious…
A Russian revolution
Jurye Pimenov , senior FX dealer at the Central Bank of the Russian Federation, and Igor Souzdaltsev , project manager in financial markets at Investsberbank in Moscow, analyse the Russian rouble's strength and its recent comeback after the financial…
Not too late to sell the Swedish krona
As the short-term interest rate spread between the eurozone and Sweden increases, we are likely to see further depreciation of the krona, writes Henrik Degrér , senior portfolio strategist of Skandinaviska Enskilda Banken (SEB)
Turkey and the butterfly
Marios Maratheftis , FX strategist at Standard Chartered Bank in London, says it is one thing being positive on the TRY and another being complacent. Here he presents three models that can help with the timing of TRY trades.
Look past the Fed for dollar positives
Geoff Kendrick, senior currency strategist at Westpac in London, believes the market is too focused on the Fed's intention for rates, and is therefore missing the medium- term positive signs for the greenback
Loonie flight to quality remains on course
The current outlook for real interest rates and the growth picture remains favourable for the Canadian dollar, writes Ashraf Laidi , chief currency analyst at MG Financial in New York
A big year down under: AUD out-performs NZD
Four reasons why AUD/NZD is going higher in 2006, by Adam Cole , senior currency strategist at RBC Capital Markets in London