skip to main content
Cross Asset Monthly

Currencies: Rattling On

By Michael Hart
Mar 1, 2011 12:57:00 AM | Last Updated

  • Two months into the year, FX markets show little direction, but a rising degree of volatility. Improving activity indicators battle against rising inflation, persistent eurozone woes and the flashpoints in the Middle East.
  • Regarding the major currencies, the short-term outlook of high uncertainty, with inflation risks to the recovery being exacerbated by surging oil prices, is USD-ambiguous, though it may be paradoxically EUR- and GBP-supportive in the short term, by bringing forward rate hikes.
  • Our NZDCAD short put in a strong performance this month, with New Zealand now the only[...]

Access to this content is restricted to RGE clients.

If you have a client code, please enter it here to activate your client account.

Click here for a free trial.

Learn About Our Services:

RGE Research

Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.

Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:

• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio

RGE Strategy

Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.

Learn More »

For information on becoming an RGE Client, please speak with an RGE Representative in New York at +1 212-645-0010, or in London at +44 (0) 207 092 8850, or email americas@roubini.com for the Americas, europe@roubini.com for Europe, the Midddle East and Africa, and asia@roubini.com for Asia/Pacific.

Publications

Our Research
?

Our Thoughts
?

Outlook Center
?

Central Bank Watch
?

Key Views
?

Scenario Analysis
?
RGE Clients can activate their account by updating Manage My Account

Top 10 Most Read

Our Research
1. The Battle for Crude Oil’s Risk Premium
Global Macro-Market Outlook
2. Macro-Market Overview: May 2013
Our Research
3. Europe’s Playbook for Financial Crises
Our Thoughts
4. Why SOE reform is off the agenda in China
Our Thoughts
5. The minutes from the Bank of England's May MPC meeting: More easing is likely
Our Research
6. Debt and Deleveraging: Will China Turn Japanese?
Our Research
7. The Eurozone Malaise: From Economic Causes to Market Implications
Our Thoughts
8. More thoughts and observations from Japan's Q1 GDP numbers last week
Our Research
9. The Other Fat Tail: Monetary Policy and Bubbles
Our Thoughts
10. The challenging outlook for North Africa's oil importers

ROUBINI FEEDBACK FORUM

What Do You Think?
Weigh in on Roubini.com's new look or report any problems you encounter.

Website Feedback Content Feedback