Forecast
Fed’s room to hike spells trouble for EMs – Scotiabank
Central banks’ interest rate tightening will make it hard for emerging markets with large deficits
Wells Fargo sees pound upside
Sterling could move higher against the dollar, even if the December 11 UK parliamentary vote on Brexit is rejected
Next year's Fed hikes are mispriced, says RBC Capital Markets
Canadian bank expects US rates to continue rising as long as US growth persists
Dollar-supportive factors may fade soon, says Wells Fargo
Longer-term dollar weakness likely as Fed approaches neutral policy, but how soon will that be?
Dollar to weaken on fundamentals and Fed, says CIBC
Dollar will be under further pressure as other central banks start normalising monetary policy
Global slowdown fears build on sell-off, says SEB
The sell-off in the second week of October illustrates the fragility of global risk appetite
Renminbi to weaken further as US tariffs bite – City Index
Trade tensions and rising US interest rates will pressure renminbi and EM currencies
BBVA forecasts sterling relief in November
Fluctuations and volatility in the currency are to be expected, says Spanish bank
Current account balances are key in EM, says Westpac
As risk sentiment sours due to the ongoing trade wars between the US and China, current account deficits will weigh on some EM units
Pound will benefit from positive Brexit news, says Monex
Sterling likely to recover if no-deal risk is removed
Structural factors to weaken dollar – Scotiabank
Canadian bank says the outlook for the US currency is generally negative
Back to fundamentals in emerging markets – Wells Fargo
The overall contagion risk of a crisis in Turkey is fairly limited
Cable may be establishing new range – IGM
A failure to agree on Brexit terms could broadly weaken the pound, strategist says
BoJ yield cap a risky move, says Saxo Bank
Bank of Japan shift drives biggest bond-yield jump in two years
No sign of a currency war, says Danske
US President Trump may wish for a weaker dollar, but the Fed will not bow to pressure and slow its tightening path
Dollar will be tested if stocks correct – City Index
High risk of major stock market correction in US will dampen dollar strength, says broker
SEB: growth and commodity prices are key for emerging markets
If growth continues to slow, the EM FX sell-off will be prolonged
Trade wars could stay just rhetoric, says Monex Europe
The dollar will remain subdued if the trade spat between the US and its partners is limited
Global slowdown is a growing worry, says CMC Markets
Signs of softening growth are accumulating, while trade tensions drag business confidence down further
China’s response to tariffs vital for EM units – City Index
US-China trade dispute could slow pace of hikes, leading to potential relief rally in EM currencies
CIBC remains bearish on dollar for medium term
Canadian bank’s currency strategist reckons the issue of twin deficits will thwart the greenback’s march
Dollar to run out of momentum, CBA says
Commonwealth Bank of Australia thinks the euro has larger upside potential than the US dollar
PBoC to watch renminbi’s depreciation against dollar – City Index
China is concerned the dollar’s recent bout of strength could put the redback in the US administration’s crosshairs
EM structural strength in focus as dollar rallies, CIBC
But dollar gains could soon lose steam