Long term forecasts reports from selected analysts around the world on forex market. Available in ActionForex.com http://www.actionforex.com Tue, 09 Feb 2010 15:33:52 +0100 FeedCreator 1.7.2 http://www.actionforex.com/images/M_images/aflogo.jpg http://www.actionforex.com Long term forecasts reports from selected analysts around the world on forex market. Available in ActionForex.com http://www.actionforex.com/long-term/long-term-forecasts/the-australian-dollar-outlook-20100205106165/ In mid December, the Australian dollar was sitting at around 90.5˘. Since that time the AUD has moved in a 93˘ to 86˘ range. We are now sitting at the extreme lowpoint of that area after a run of negative sentiment accumulated in the early part of February. Indeed, the... Fri, 05 Feb 2010 10:22:10 +0100 http://www.actionforex.com/long-term/long-term-forecasts/monthly-economic-outlook-%11-january-2010-20100113104431/ Our estimate for fourth quarter real GDP has been raised significantly as a result of October and November's stronger inventory numbers. We are still expecting a $20 billion drop in inventories, so there is some upside risk. The slower pace of inventory liquidations is expected to add around 4 percentage... Wed, 13 Jan 2010 09:42:18 +0100 http://www.actionforex.com/long-term/long-term-forecasts/international-financial-outlook-january-2010-20100113104430/ World economic recovery is underway, led by the emerging markets. When the data for Q4 2009 are in, they will show that all of the G20 economies - which together account for over 90% of world gdp - are expanding. This recovery has three main implications for financial markets in... Wed, 13 Jan 2010 09:36:14 +0100 http://www.actionforex.com/long-term/long-term-forecasts/financial-markets-monthly-%11-january-2010-20100110104147/ Data over the past month largely produced upside surprises relative to market forecasts resulting in a sustained pickup in equity markets and a relatively sharp rise in government bond yields. Since our last publication on December 4, 2009, 10-year rates in the markets that we cover were up as much... Sun, 10 Jan 2010 03:22:11 +0100 http://www.actionforex.com/long-term/long-term-forecasts/fx-themes-for-2010-20091228103459/ For most of 2009 the USD traded weaker pressured by low yields and improving risk appetite. USD in ending the year near a three and half month high supported by a shift in focus to improving US economic outlook and Fed rate hike speculation. We expect the USD to rally... Mon, 28 Dec 2009 22:05:33 +0100 http://www.actionforex.com/long-term/long-term-forecasts/2010-outlook-%26-trading-themes-20091227103395/ Herein we provide a quick summation of our top trades for 2010. Each trade is discussed more fully in the geographic and product-specific sections of this report. 1) Long CAD / Short EUR (Page 10) CAD should outperform EUR due to rising commodity prices and Canada's stronger structural position. Sun, 27 Dec 2009 11:18:27 +0100 http://www.actionforex.com/long-term/long-term-forecasts/annual-economic-outlook-2010-%11-rebalancing-the-u.s.-economy-for-a-new-course-20091227103394/ Trading was fundamentally transformed by the European Age of Discovery, which was pioneered by Portuguese navigators, such as Bartolomeu Dias and Vasco da Gama, who set sail down the West African coast, eventually making it to India by the end of the 16th century. The new course broke the stranglehold... Sun, 27 Dec 2009 11:13:08 +0100 http://www.actionforex.com/long-term/long-term-forecasts/global%3a-market-themes-in-2010-20091227103393/ Risky assets generally thrive when growth is in the early - and normally fastest - stages of recovery. As this year's brisk recovery has happened alongside massive cost-cutting earnings have been in a ‘sweet spot'. However, much of the fuel driving the recovery is of a temporary nature. The most... Sun, 27 Dec 2009 11:08:06 +0100 http://www.actionforex.com/long-term/long-term-forecasts/the-labor-market-pain-conundrum-20091115100620/ The labor market has been one of the hardest hits sectors of the real economy during the credit crisis, with the same trend being seen in most of the developed economies. The history of labor reporting indicates that employment is a lagging indicator of economic health, where the slack in... Sun, 15 Nov 2009 05:56:46 +0100 http://www.actionforex.com/long-term/long-term-forecasts/monthly-economic-outlook-20091112100497/ So it indeed has been. As this short quote from the Executive Summary of our 2009 Annual Outlook (published in December 2008) neatly summarized, the economic recovery faces a number of secular challenges that will alter the pace and composition of growth. For many decision-makers, the outlook for 2010 suggests... Thu, 12 Nov 2009 13:46:38 +0100 http://www.actionforex.com/long-term/long-term-forecasts/financial-markets-monthly-%11-november-2009-20091109100193/ The tide has turned for the global economy with U.S. real GDP posting a stronger-than-expected increase in the third quarter, the Reserve Bank of Australia (RBA) citing Australia’s good economic performance as a reason for raising the policy rate and China recording a breathtaking 8.9% increase in third-quarter output. Canada,... Mon, 09 Nov 2009 07:47:30 +0100 http://www.actionforex.com/long-term/long-term-forecasts/international-financial-outlook-november,-2009-20091109100192/ Foreign exchange rate volatility remained fairly intense last month. Interest rates were calmer but here too tensions have increased, as financial markets give more thought to when some of the extraordinary loosening of monetary policy seen over the last year will start to be reversed. On the foreign currency front,... Mon, 09 Nov 2009 07:42:18 +0100 http://www.actionforex.com/long-term/long-term-forecasts/what-is-gold-telling-us?-2009102098757/ Gold prices have surged in recent months, which some observers claim is a clear warning that inflation will soon turn sharply higher as it did in the late 1970s. However, other forward-looking market-based inflation indicators do not support this hypothesis. Inflation indicators such as bond yields, consumer expectations and TIPS... Tue, 20 Oct 2009 10:31:01 +0100 http://www.actionforex.com/long-term/long-term-forecasts/real-estate-trends-could-impact-future-path-of-canadian-monetary-policy-2009100697748/ With the recession drawing to a close, the focus has shifted to the shape of the recovery and the implications for the eventual rebalancing of monetary policy. TD Economics believes that the most likely scenario is a gradual economic expansion in 2010, which will do little to absorb the significant... Tue, 06 Oct 2009 09:42:32 +0100 http://www.actionforex.com/long-term/long-term-forecasts/what%27s-wrong-with-the-dollar?-2009092496931/ The dollar has followed a downward trend over the past six months, weakening against the currencies of other major economies and developing countries alike. Some observers claim that the dollar's depreciation reflects unease among foreigners about the U.S. fiscal outlook. However, there is very little evidence to support this hypothesis.... Thu, 24 Sep 2009 14:48:39 +0100 http://www.actionforex.com/long-term/long-term-forecasts/international-financial-outlook-september,-2009-2009091496102/ Selling pressure on the dollar remained in August, as the US economic recovery lagged that of Germany and France, and even Japan. Sterling moved like the US dollar in the last month, with the pound sagging a little against the euro, but gaining versus the US currency. There are increasing... Mon, 14 Sep 2009 13:04:59 +0100 http://www.actionforex.com/long-term/long-term-forecasts/global-markets%3a-the-great-dissipation-%11-one-year-on-from-lehman-2009091496100/ One year has passed since Lehman Brothers folded, and the global economy has begun to recover. The decision by policy makers to met-out discretionary punishment to some financial firms and not others transformed a financial crisis into a global run on the bank, raising the cost of stabilizing both the... Mon, 14 Sep 2009 12:39:42 +0100 http://www.actionforex.com/long-term/long-term-forecasts/monthly-economic-outlook-%11-september-2009-2009090995775/ Forecasts for economic growth during the second half of this year and 2010 have been steadily ratcheted up as most of the monthly economic indicators have come in better than expected. We have raised our own estimate modestly. We now see real GDP rising at a 3.7 percent annual rate,... Wed, 09 Sep 2009 10:57:45 +0100 http://www.actionforex.com/long-term/long-term-forecasts/financial-markets-monthly-%11-september-2009-2009090995774/ Upbeat economic data dominated in August especially in the United States where the improvement in housing statistics and auto sales stole the headlines. Globally, talk of the end of the recessions in Germany, France and Canada and more positive news from Australia bolstered expectations that the world economy is tracking... Wed, 09 Sep 2009 10:52:07 +0100 http://www.actionforex.com/long-term/long-term-forecasts/september-monthly-forecast%3a-one-year-after-lehman-2009090495472/ Measured from the collapse of Lehman Brothers, the global financial crisis will have its one year anniversary this month. Lehman went into its final death spiral last September, imploding as the Fed and Treasury decided to use the demise of the relatively small investment bank as a lesson to Wall... Fri, 04 Sep 2009 09:09:28 +0100