FX Weekly: 17th January 2011

 After several months of EUR weakness on the back of national and corporate funding worries – EUR pairs bounced back on rumours of additional state help for ailing European sovereigns

 BoE leaves rates unchanged as market expectations for a mid-2011 rate hike grow. This week’s UK figures could be explosive for Sterling.

 Equities/bond yields/US Dollar correlation breaking down going into 2011 – possibly a sign of a nascent recovery in the US

 Australian floods unlikely to have long term impact on AUD pairs as impact on future production seems to be manageable despite the severe hit to infrastructure across the Queensland territory.




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