ANZ - "FORECAST CHANGES We have slightly reduced our GBP/USD, AUD/USD and NZD/USD forecasts for the second half of 2013.
· Long NZD/CAD and NZD/JPY on December seasonality
· Long AUD/USD spot, long a AUD/USD put as a hedge over the fiscal cliff
· Long USD call/HKD put
· Short USD/KRW via put spread
· Short USD/INR via put spread
· Short USD/CNY NDF
· Short USD/PHP NDF"