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Forex - Weekly outlook: March 25 - 29

Published 03/24/2013, 06:35 AM
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Investing.com - The euro rebounded against the dollar on Friday, to end the week higher as hopes for an agreement on a bailout deal for Cyprus ahead of Monday’s deadline bolstered demand for the single currency.

The euro gained ground against the dollar as political leaders in Cyprus prepared to pass legislation to restructure the country’s banking sector and impose capital controls.

The European Central Bank said Thursday that it will cut off liquidity to Cypriot banks on Monday if an agreement with the European Union and the International Monetary Fund on an alternative bailout solution is not in place.

The EU and the IMF have offered a EUR10 billion bailout loan to Cyprus, but insisted that the country find a way to raise EUR5.8 billion in exchange for financial aid.

A previous agreement that included a levy on deposits in Cypriot banks was rejected by the country's parliament on Tuesday.

EUR/USD hit a session high of 1.3009 on Friday before settling at 1.2991, up 0.71% for the day and 0.36% higher for the week.

The yen was higher against the dollar for a second day on Friday after a speech by new Bank of Japan Governor Haruhiko Kuroda disappointed expectations for indications that more aggressive easing monetary measures were imminent.

USD/JPY fell to session lows of 94.20, the pair’s lowest since March 7 before settling at 94.48, down 0.45% for the day and 0.93% lower for the week.

The pound ended the week higher against the dollar, but trimmed gains after ratings agency Fitch said it would make a decision on whether to downgrade the U.K. before the end of April, citing the weak outlook for economic growth and high government debt levels.

Sterling found support after the annual budget on Wednesday contained a number of measures to drive economic growth. In addition, U.K. Chancellor George Osborne updated the Bank of England's remit to allow it to use "unconventional monetary instruments" to support the economy but said the bank’s inflation target will remain unchanged.

GBP/USD hit a session high of 1.5248 on Friday, the pair’s highest since February 22, before settling at 1.5230, 0.37% higher for the day and up 0.88% for the week.

On Wednesday, the Federal Reserve announced that it will leave monetary policy unchanged in spite of recent signs that the U.S. recovery is gaining traction, citing concerns over high unemployment levels and risks from  tax increases and federal government spending cuts.

Speaking at the end of the bank’s two-day policy meeting, Fed Chairman Ben Bernanke said the central bank may gradually wind down the pace of its bond buying, but only after the labor market shows signs of being on a more stable footing.

In the week ahead investors will be closely monitoring developments in Cyprus as a failure to reach a deal could see the country exit the euro zone.

Market participants will also be watching German data on retail sales on Tuesday amid concerns over the economic outlook for the euro zone and an Italian government debt auction on Thursday.

The U.S. is to release a flurry of data including reports on durable goods orders, home sales and consumer confidence.

Ahead of the coming week, Investing.com has compiled a list of these and other significant events likely to affect the markets.

Monday, March 25

The U.K. is to release industry data on mortgage approvals, a leading indicator of demand in the housing market.

Later in the day, Federal Reserve Chairman Ben Bernanke is to speak at an event in London; his comments will be closely watched for any indication of the possible future direction of monetary policy.

Also Monday, New Zealand is to release official data on the trade balance, the difference in value between imports and exports.

Tuesday, March 26

Reserve Bank of Australia Governor Glenn Stevens is to speak; his comments will be closely watched by investors.

In the euro zone, Germany is to produce official data on retail sales, the government measure of consumer spending, which accounts for the majority of overall economic activity.

The U.K. is to publish a private sector report on retail sales, an important economic indicator.

Later Tuesday, the U.S. is to release a flurry of economic data with government reports on durable goods orders and new home sales as well as a report on consumer confidence.

Wednesday, March 27

New Zealand is to release a report on business confidence, a leading indicator of economic health. Meanwhile, the RBA is to produce its financial stability review, which looks at conditions in the country’s financial system.

In Switzerland the KOF Economic Research Agency is to publish its economic barometer, designed to predict the medium term direction of the economy.

The U.K. is to release final data on fourth quarter economic growth and a government report on the country’s current account.

The euro zone is to release preliminary data on consumer inflation, which accounts for a majority of overall inflation. In addition, Italy is to hold an auction of 10-year government bonds.

Canada is to publish official data on consumer inflation.

The U.S. is to produce industry data in pending home sales and a government report on crude oil stockpiles.

Thursday, March 28

Japan is to publish official data on retail sales, the government measure of consumer spending, which accounts for the majority of overall economic activity. Australia is to release official data on private sector credit.

In the euro zone, Germany is to publish official data on the change in the number of people employed.

Canada is to publish data on monthly gross domestic product, the broadest indicator of economic activity and the leading measure of the economy's health.

The U.S. is to release the weekly government report on initial jobless claims and revised data on fourth quarter economic growth. 

Friday, March 29

Japan is to release official data in inflation, household spending and industrial production, leading indicators of economic health.

Markets in Australia, New Zealand, Germany, Switzerland, the U.K. and Canada are to remain closed in observance of Good Friday.

In Canada, the government is to unveil its annual budget statement.
The U.S. is to round up the week with official data on personal spending and expenditure and revised data form the University of Michigan on consumer sentiment and inflation expectations.



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