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Wednesday, 20 February 2013

FOREX-U.S. dollar rallies broadly after Fed minutes






FOREX-U.S. dollar rallies broadly after Fed minutes



Wed Feb 20, 2013 3:54pm EST
* Fed may need to taper, halt QE3 - minutes
* Japan PM Abe backtracks on foreign bond buying
* Sterling drops sharply after dovish BoE minutes
By Wanfeng Zhou
(Reuters) - The dollar jumped to a four-week high again
NEW YORK, Feb 20
st the euro and rose versus the yen on
Reserve's last meeting suggested policymakers may have to slow
Wednesday after minutes from the Federa
l or stop buying assets
before seeing the pick-up in hiring.
weakness in stocks and commodities prompted investors to dum
The Australian, Canadian and New Zealand dollars fell as
p riskier assets. Sterling tumbled on speculation of further
itative-easing program, the Fed minutes
monetary easing by the Bank of England. Policymakers are increasingly worried about the costs and risks of their quan t showed, fueling expectations the central bank may scale back its stimulus program sooner rather than later.
tend those gains," said Marc Chandler, global head of currency
"The dollar has been generally firm all day and the (Fed) minutes have been seized as a handy reason to e x strategy at Brown Brothers Harriman. The U.S. currency had been rising even before the Fed minutes as weakness in equities and commodities and speculation
Western Union Business Solutions in Washington. The dolla
of a hedge fund selling assets spurred investors to seek safe havens. "We are seeing generally a risk-off sentiment," said Ravi Bharadwaj, market analyst at r index, which tracks the greenback versus a basket of six currencies, rose 0.8 percent to 81.078. It had hit as high as 81.116, the strongest since late November.
by a warning about the dangers of ending the bond-buying program
Although the minutes said that many officials voiced concern last month over potential costs of further asset purchases, that hawkish tone was balanced somewhat prematurely. The Fed voted last month to maintain its third round of so-called quantitative easing, or QE3, at an $85 billion monthly pace, and said it would buy bonds until it saw a substantial
tes will do nothing to detract from expectations of a tapering
improvement in the outlook for the labor market, which remains under pressure with the jobless rate at 7.9 percent. Alan Ruskin, head of G10 FX strategy at Deutsche Bank in New York, said the min u off of quantitative easing in the second half of the year. "That will be treated like the beginning of the end of highly accommodative policy, and therefore akin to a tightening, even if the Fed's balance sheet is still expanding," he wrote to
Against the yen, the dollar rose 0.2 percent to 93.69 yen as
clients. That should result in a stronger dollar in the second half of the year, he said. The euro fell 0.8 percent to $1.3278, having dropped as low as $1.3273 on Reuters data, the lowest since Jan. 23. It slipped 0.7 percent to 124.41 yen. U.S. bond yields rose. The yen had gained the previous day after disagreements between Japanese officials on foreign bond purchases raised doubts over how aggressively Japan will ease its monetary policy. Japanese Finance Minister Taro Aso said on Tuesday he was
has diminished. Sterling fell to its lowest since July, 20
not considering buying foreign bonds as part of efforts to ease monetary policy, even though Prime Minister Shinzo Abe said this was an option. But Abe mirrored Aso's stance on Wednesday, saying the need to establish a public-private sector fund to buy foreign bonds 10 versus the
thinking of doing more QE, so it is clear sterling h
dollar and was last down 1.2 percent at $1.5238 after minutes from the Bank of England's latest meeting showed the central bank appeared closer than expected to loosening monetary policy. "The BoE have moved the goal posts. They are now saying that despite higher inflation they ar eas to weaken," said Hans Redeker, head of Global FX strategy at Morgan Stanley. The Australian dollar lost 1 percent to $1.0246, while the New Zealand dollar lost 1.5 percent to $0.8339. Reserve Bank of New Zealand Governor Graeme Wheeler said global imbalances and a weak U.S. dollar were driving up the New
Zealand dollar and left the currency overvalued compared with
economic fundamentals.



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