Flash: AUD is uncomfortably high – Rabobank

FXstreet.com (London) - Jane Foley, Senior Currency Strategist at Rabobank said that the RBA Governor Stevens was again successful in talking down the AUD overnight.

Key Quote:

“Although the decision by the RBA to leave rates on hold was expected by the market, the comment that the AUD was “uncomfortably high” succeeded in undermining the currency”.

“On balance we expect that while hopes that the Fed will delay tapering could support AUD/USD on a 3 month view that the AUD will be vulnerable into 2014”.

“On a 12 month view we see risk that AUD/USD could revisit this year’s low in the 0.88 region”.

EUR/JPY under pressure on ECB’s Asmusen quotes, dismal EZ PMI data

The EUR/JPY has lost solid ground the last hour –roughly 20 pips – as market participants have priced in that after today’s dismal EZ PMI data ECB is under pressure to at least signal a loosening monetary policy on Thursday.
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Flash: The ECB doing homework, EUR/USD to weaken through trendline? – Societe Generale

Sebastien Galy, analyst at Societe Generale said that the ECB published a paper on the feasibility of counter cyclical buffers this morning, ahead of the ECB meeting. In the business of signalling, this is stating we are doing our homework.
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