To add a new post, please log in or register
Australia: Not Yellen Yet, Just Hinting – ANZ Research Team at ANZ, suggests that low volatility, even lower bond yields globally, and tighter credit spreads have provided a favourable backdrop for Australian corporates to issue and investors hungry for yield are providing a willing buyer...
Currency
  • 42
  • 2
Roberto Jacobs, 19 May 2016, 07:59
USD and US Interest Rates Headed North after FOMC Minutes – Westpac Martina Song, Research Analyst at Westpac, notes that the US dollar and US interest rates rose sharply after the minutes of the Fed’s 26/27 April meeting were released...
Currency
  • 25
  • 2
Roberto Jacobs, 19 May 2016, 07:55
U.S. Government Bonds Slide on FED Rate Hike Expectations The U.S. government bonds continue to trade lower on Wednesday after reading strong April consumer price index and hawkish comments from Federal Reserve officials...
Currency
  • 16
  • 2
Roberto Jacobs, 18 May 2016, 15:29
USD: Is the Currency Oversold? - Rabobank Jane Foley, Research Analyst at Rabobank, suggests that the futures are implying a stronger risk of a US rate hike this year on the back of yesterday’s slew of hawkish commentary from Fed officials...
Currency
  • 28
  • 2
Roberto Jacobs, 18 May 2016, 15:13
Can Japanese Policy Weaken JPY? – Nomura Research Team at Nomura, suggests that after the sharp JPY depreciation owing to disappointment from the BOJ, USD/JPY has stabilised around 109, the level before expectations of a BOJ easing increased because of a media report...
Currency
  • 58
  • 2
Roberto Jacobs, 18 May 2016, 14:27
What to Watch Out in Today's FOMC Minutes Today, Federal Reserve Open Market Committee (FOMC) will release minutes of its April meeting, which is the biggest event risks for Dollar based pairs. Today’s minutes is of particular interest to have a feel, which camp within FOMC gaining momentum...
Currency
  • 36
  • 2
Roberto Jacobs, 18 May 2016, 14:11
USD Looks Constructive Medium Term – Westpac Strategists at Westpac argued the outlook for the greenback remains constructive in the medium term. Key Quotes “Fed officials, even doves like Rosengren and Kaplan, are signaling that June is live and 2-3 rate hikes "make sense...
Currency
  • 38
  • 2
Roberto Jacobs, 18 May 2016, 14:02
CBR Ready to Act – CBR’s Yudaeva First Deputy Governor of the Central Bank of Russia Ksenia Yudaeva has reiterated the central bank’s readiness to intervene in the FX markets in case of financial instability. She added that those interventions could be carried out without previous notice...
Currency
  • 26
  • 2
Roberto Jacobs, 18 May 2016, 12:19
ECB’s Villeroy: If Required by Brexit, ECB Ready to Act If Call On Additional comments crossing the wires from ECB governing council member Villeroy: Monetary policy to boost inflation by 0...
Currency
  • 49
  • 2
Roberto Jacobs, 18 May 2016, 11:14 #ECB
Brexit: Is Hope a Strategy? – Greenwich Associates Research Team at Greenwich Associates, suggests that as the world moves closer to the U.K referendum on continued EU membership on June 23, what once seemed a remote possibility now seems increasingly likely—or at least possible...
Currency
  • 29
  • 2
Roberto Jacobs, 18 May 2016, 10:56
Fed Officials Warn Over Markets Dovish Hike Expectations Several FOMC members have come out and warned against too dovish expectations by market participants over rate hike...
Currency
  • 22
  • 1
Roberto Jacobs, 18 May 2016, 09:45
FOMC Minutes at the Centre Stage Today – Danske Bank Research Team at Danske Bank, suggests that the release of the minutes from the April FOMC meeting is likely to get the most attention today as the calendar is thin...
Currency
  • 48
  • 2
Roberto Jacobs, 18 May 2016, 09:00
RBNZ: Rate Cut Likely at June Meeting - Westpac Imre Speizer, Research Analyst at Westpac, notes that the RBNZ held the OCR steady at 2.25% on 28 April, in line with Westpac’s forecast...
Currency
  • 41
  • 2
Roberto Jacobs, 18 May 2016, 08:34
USD Bias Constructive - Westpac Research Team at Westpac, are sticking with a constructive USD bias, even though it is struggling to develop much forward traction. Key Quotes “Fed officials, even doves like Rosengren and Kaplan, are signaling that June is live and 2-3 rate hikes "make sense...
Currency
  • 37
  • 2
Roberto Jacobs, 18 May 2016, 07:10
JPY: GDP Surprised to the Upside - Rabobank Michael Every, Head of Financial Markets Research at Rabobank, notes that today we have seen Q1 Japanese GDP, which has somehow surprised to the upside, rising 1.7% q-o-q annualized vs. expectations of 0.3...
Currency
  • 42
  • 2
Roberto Jacobs, 18 May 2016, 07:08
Mexico: Banxico Intervention Risk Rising – TDS Sacha Tihanyi, Senior EM Strategist at TD Securities, suggests that the MXN trading conditions, relative to a set of indicators, suggest that the peso is in the midst of becoming “unhinged” again, in much the same way that led Banxico to unexpectedly...
Currency
  • 39
  • 2
Roberto Jacobs, 18 May 2016, 07:04
Weekly Focus: FOMC Minutes & Housing FOMC Minutes Serve as Another Attempt to Boost Optimism for June Rate Hike April’s FOMC meeting minutes (Wednesday) may be lagged but they have the potential to shift expectations on another rate increase in the near future...
Currency
  • 28
  • 1
Roberto Jacobs, 17 May 2016, 20:12
AUD: Post-RBA Minutes Rebound Provides A Selling Opportunity - Morgan Stanley We view the overnight AUD rebound launched by the release of RBA minutes as providing a selling opportunity...
Currency
  • 86
  • 1
Roberto Jacobs, 17 May 2016, 18:27
US CPI Supports Fed’s Inflation Outlook - Wells Fargo According to analysts from Wells Fargo, today’s US CPI numbers support the Federal Reserve outlook that inflation is gradually trending toward its target...
Currency
  • 92
  • 1
Roberto Jacobs, 17 May 2016, 18:14
RBA Minutes Lack Explicit Easing Bias, But Extent of Infation Downgrades Keep Alive Rate Cut Bets Minutes of the RBA May 3rd policy meet definitely lack explicit easing bias...
Currency
  • 83
  • 1
Roberto Jacobs, 17 May 2016, 16:30