Expert Commentary

Note: This section contains information in English only.
Thu, 17 Jan 2013 11:53:05 GMT

Jonathan Cavenagh, Currency Strategist at Westpac, on South Pacific economies and their currencies

I guess there is a bit more uncertainty surrounding the Australian economic outlook now. The money investment boom has probably peaked and we are a little bit unsure about how much support the RBA rate cuts have provided to the other parts of domestic economy. The question is still whether or not the RBA has done enough to stimulate domestic

Tue, 15 Jan 2013 11:38:27 GMT

Kasper Kirkegaard, Senior FX Strategist at Danske Bank, on Danish economy and USD/DKK

In general, Danish growth has been absent for several years now, and the recovery out of the 2008 financial crisis has been very sluggish. That said, Denmark still enjoys, just like the rest of Scandinavia's countries, very healthy balances, marginal budget deficit, low debt levels and a positive current account - that all has mattered more for the currency market

Mon, 14 Jan 2013 09:07:02 GMT

Sonja Marten, Senior FX Strategist at DZ Bank, on USD/JPY and EUR/JPY

Obviously, we have seen a slight change over the last couple of days. We have seen the Yen trading a little bit stronger against the Dollar and the Euro. I think that has got nothing to do with the BOJ yet, because that is more to do with some profit taking. The market is extremely short on Yen. We had

Thu, 10 Jan 2013 08:51:06 GMT

Dr. J. Nixon, Chief European Economist at Societe Generale, on diverse views of Barroso and Merkel

Dr. James Nixon, Chief European Economist at Societe Generale, shares his opinion on whether the European debt crisis is over and when we will see an improvement in the Eurozone labour market

Tue, 08 Jan 2013 17:23:02 GMT

Richard Franulovich, Senior Currency Strategist at Westpac Banking Corp., on USD/CAD

It has been trading between roughly between 0.98 and 1.01 for the better part for more than 2 months now. There is no particular strong up or down trend in USD/CAD for the time being. However, I do think that there are risks that USD/CAD breaks down towards 0.97 in the coming weeks on the ground that the U.S. fiscal

Tue, 08 Jan 2013 07:31:06 GMT

Neil Mellor, Currency Strategist at BNY Mellon, on GBP/USD, EUR/GBP

The Sterling has become a difficult currency to predict largely because its fundamentals are a little awry. We had a series of very negative forecasts for the U.K. economic events during the autumn. However, things seem to change a little bit, and we have seen some positive data being released. I think the market has always been less incline to

Thu, 03 Jan 2013 16:23:52 GMT

Ulrich Leuchtmann, Head of FX Research at Commerzbank, on the U.S. budget deal, EUR/USD

I do not think it will last long. Perhaps, we have already seen the best part of it, especially on the FX side, where we saw a risk-on mood, with aussie and kiwi dollars gaining very much. This was something that I do not think will continue for a long time, because where the volatility is very low. Especially the

Fri, 21 Dec 2012 12:19:18 GMT

Professor Hendrik van den Berg on the International Monetary System, Part 2

Professor Hendrik van den Berg discusses the chances of SDRs to become a new world's reserve currency as well as analyzes advantages and disadvantages of floating and fixed exchange rates

Thu, 20 Dec 2012 11:53:14 GMT

Professor Hendrik van den Berg on the International Monetary System.

Dukascopy Bank always strives to provide its clients with the fresh and insightful ideas from world's leading academia experts. In this Expert Commentary piece Dukascopy shares the opinion of Professor Hendrik van den Berg on the International Monetary System.

Wed, 19 Dec 2012 15:57:13 GMT

Melinda Burgess, FX Strategist at RBS, on GBP/USD and EUR/GBP

Since the U.K.'s economy is emerging from the double-dip recession, do you expect the Bank of England to adopt a more hawkish tone in the future?No, I think at this stage we expect policy makers to continue to have a neutral bias to their monetary policy stance. They halted their quantitative easing programme in November, but the fact that they

Mon, 17 Dec 2012 17:01:07 GMT

Erica Blomgren, Chief Strategist at SEB Merchant Banking, on Norway's economy and the Nokkie

The Norwegian economy is performing relatively well. Unlike a lot of other Nordic countries, Norway is rather unaffected from economic point of view of what is going on in the Eurozone, although developments are very split between sectors. The Norwegian economy is more operating as an oil-dependent economy. The activity in the oil and offshore sector is currently booming and

Fri, 14 Dec 2012 09:17:13 GMT

The Perfect Global Financial Storm, Part 3

In the final part  Professor David W. Conklin from Western University provides an insight into how to prosper in the Global Financial Storm. 

Fri, 14 Dec 2012 07:05:51 GMT

The Perfect Global Financial Storm, Part 2

Dukascopy Bank is proud to present a second part of the article by Professor David W. Conklin from Western University, which discusses China's and India's needs and the commodity cycle, while the final part will provide an insight into how to prosper in the Global Financial Storm. 

Fri, 07 Dec 2012 15:16:39 GMT

The Perfect Global Financial Storm

Dukascopy Bank is happy to present an article by Professor David W. Conklin from Western University, which will be published in two separate parts. The first part is devoted to the overview of world's economic and financial stance, two possible scenarios of developments for the Eurozone, and the fiscal cliff in the U.S. The second part of the article discusses

Fri, 07 Dec 2012 09:35:11 GMT

Carolin Hecht, Currency Strategist at Commerzbank, on EUR/USD, the ECB and Fed

We have moved upwards towards the 1.3130 area, because the concerns regarding the fiscal cliff in the U.S.

Tue, 04 Dec 2012 15:29:31 GMT

Dr. Bill Watkins from California Lutheran University on the California's economic stance

There is an opinion that today's California is starting to look like austerity Europe. The jobless rate is at 10.2% level, the third highest in the country; immigration and health issues became a big concern. In addition, there is a state budget deficit, which reached a $16 billion level this May. 

Mon, 03 Dec 2012 07:41:09 GMT

Dr. Michael Arghyrou from Cardiff Business School on Greece's economic stance

I believe that, compared to the situation six months ago, the risk of Greece leaving the Eurozone has somewhat receded.

Thu, 29 Nov 2012 17:08:19 GMT

Dr. Shawkat Hammoudeh, Professor of Economics at Drexel University, on energy market

The United States is highly likely to overtake Saudi Arabia as the largest oil producer between 2017 and 2020, if it has the adequate policy and infrastructure. The U.S. should also become a net natural gas exporter in 2020 given the right policy. The U.S. is highly likely to become self-sufficient in energy by 2035.

Mon, 26 Nov 2012 17:28:15 GMT

Professor Sankarshan Basu on China's and Japan's U.S. Treasury holdings

Since the beginning of 2012 China's U.S. Treasury holdings have decreased from $1.5 trillion to $1.15 trillion, while Japan increased its share by 24% and reached the level of $1.12 trillion in the U.S. treasuries. Japan is expected to become the United States' largest foreign creditor by January of the next year. 

Fri, 23 Nov 2012 16:31:13 GMT

Raghav Subbarao, FX Strategist at Barclays Capital, on EUR/USD

I think the Euro will remain in a range given that the news of the meeting should have been factored in.

Wed, 21 Nov 2012 19:28:57 GMT

Nick Trevethan, Senior Commodities Strategist at ANZ, on gold

I would not describe gold's behavior as a safe haven. I would say it is currently looking more like a risk asset than a safety trade.

Tue, 13 Nov 2012 15:49:57 GMT

Robert Bergqvist, Chief Economist at SEB, on Sweden's economy

I think the reasons for the slowdown are not coming from domestic sources, but rather due to negative developments in the international economy, and especially the uncertainty about what is happening currently in Europe.

Tue, 13 Nov 2012 15:49:43 GMT

Anders Eklof, Chief FX Strategist at Swedbank, on EUR/SEK and USD/SEK

We expect EUR/SEK to trade at 8.75 at the end of the year, while our forecast for USD/SEK is 6.85. The major drivers for the Swedish Krona are obviously Swedish macro environment and the ongoing Euro crisis.

Wed, 07 Nov 2012 15:33:58 GMT

Adam Cole, Global Head of FX Strategy, on EUR/USD, EUR/JPY and EUR/AUD

Our main expectation is that the Greek parliament will vote "Yes" to the austerity package this evening. With that package passed, the Eurogroup meeting on Monday will be able to set out the longer term plans for Greece and release the next tranche funds.

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