Here’s a clip from my CNBC Asia Guest Hosting slot last night. We talked about the EU Summit and my outlook plus levels for EUR

Posted in 2010 eurusd forecast, 2012 eurusd forecast, eu imf rescue plan, euro 4 Comments »

Since Standard & Poor’s cut the ratings of 9 Eurozone countries, the euro has done nothing but rally. One of the main reasons why the EUR/USD has been so resilient is because the downgrades had very little impact on European bond yields. French and Spanish bond yields have increased but by less than [...]

Posted in 2011 euro forecast, eu bank stress tests, euro sovereign debt crisis 5 Comments »

Talking euro on CNBC Asia last night

Posted in 2011 euro forecast, eur/usd 2 Comments »

The New Year has begun and it is important to see what the market is pricing in for central banks this year. As you may know, central bank rate hike expectations change often but as of last week, most central banks are expected to keep monetary policy unchanged in the coming year but one [...]

Posted in Australian Dollar, Bank of Canada, Bank of England, BoE rate cut, ECB, Federal Reserve, Reserve Bank of Australia, forex blog, reserve bank of new zealand 7 Comments »

The Federal Reserve’s Open Market Committee changes dramatically in 2012. Gone are Evans (the most dovish member of the FOMC), Fisher, Plosser and Kocherlakota (the Trio of hawks) and in comes Lacker, Pianalto, Lockhart and Williams. Three hawks and one dove will now be replaced with three doves and one hawk. We can [...]

Posted in FOMC, FOMC Dove Hawk Scale, Federal Reserve, forex blog 5 Comments »