To add a new post, please log in or register
JPY: Intervention Threat Not a Sustainable Driver for a Weaker Currency - MUFG Lee Hardman, Currency Analyst at MUFG, notes that the yen has strengthened in the Asian trading session partially reversing weakness from early this week...
Currency
  • 62
  • 2
Roberto Jacobs, 11 May 2016, 10:42
UK Rates: The Fall and Rise of Brexit Premia - TDS Renuka Fernandez, Senior Rates Strategist at TD Securities, suggests that a couple of weeks back they noted that markets had significantly priced lower Brexit premia and saw risks of a sharp re-pricing on UK rates...
Currency
  • 68
  • 2
Roberto Jacobs, 11 May 2016, 10:39
USD Value, Shifts in Crude Oil Prices to Shape Value of Mexican Peso Investor confidence for emerging markets continues to mainly drive capital flows to Mexico. High volatility in Q1 has impacted the Mexican currency...
Currency
  • 71
  • 1
Roberto Jacobs, 10 May 2016, 15:19
ECB Likely to Cut Rate in June, More Stimulus Likely in September The European Central Bank is expected to adopt further policy easing in June, with more stimulus measures likely in September, after it had cut rates in March this year...
Currency
  • 58
  • 1
Roberto Jacobs, 10 May 2016, 14:38 #ECB
Osborne Beats the Bremain Drum - Investec Research Team at Investec, notes that the UK Chancellor George Osborne continued yesterday to run his economic impact campaign, highlighting his perceived risks in the event of a Brexit at next month's EU vote...
Currency
  • 57
  • 1
Roberto Jacobs, 10 May 2016, 13:22
JPY: Finance Minister Aso Continues to Talk Up Intervention Threat - MUFG Lee Hardman, Currency Analyst at MUFG, notes that the yen has continued to weaken in the Asian trading session leaving USD/JPY on course to increase for the sixth trading day out of the last seven as initial sharp yen gains...
Currency
  • 58
  • 1
Roberto Jacobs, 10 May 2016, 10:08
Long Live FXRreturns - Deutsche Bank George Saravelos, Strategist at Deutsche Bank, notes that the international press is replete with stories of poor investor returns and discretionary fund closures this year...
Currency
  • 102
  • 1
Roberto Jacobs, 10 May 2016, 10:05
The USD remains a bullish currency in the longer-term, however the lack of a confirmed rise in core inflation and a cautiously neutral Fed have induced bearish sentiment on the USD in the short term. Dollar weakness is likely to continue until we get some solid tier one US data...
Currency
  • 65
Sherif Hasan, 10 May 2016, 09:36
Norges Bank to Leave Rates Unchanged – Danske Bank Research Team at Danske Bank, expects the NB to leave the sight deposit rate unchanged at 0.50% and to re-iterate its dovish bias from the March meeting...
Currency
  • 77
  • 2
Roberto Jacobs, 10 May 2016, 06:47
Korea: BOK to Stay on Hold for Now - Nomura Young Sun Kwon, Research Analyst at Nomura, suggests that although their Bank of Korea (BOK) Signal Index suggests a high likelihood of a rate cut this Friday, they maintain their call that the BOK will stay on hold as we believe policy easing will come...
Currency
  • 75
  • 1
Roberto Jacobs, 10 May 2016, 06:28
Yen May Not Stop at 105 Even in Short Term Last week has been filled with speculation that Bank of Japan (BOJ) may extend its monetary stimulus on Thursday, especially after negative rates loan rumor, but they didn’t...
Currency
  • 50
  • 2
Roberto Jacobs, 2 May 2016, 14:15
EUR Fundamentals Remain a Mixed Bag - TDS Research Team at TDS, suggests that the ECB hopes it delivered its last bout of easing in March, and will be content to sit on the sidelines for an extended period of time (rising oil prices will help...
Currency
  • 77
  • 2
Roberto Jacobs, 2 May 2016, 13:24
US: Personal Income Rises 0.4% in March; PCE in Line with Expectations The Bureau of Economic Analysis informed that during March personal income increased 0.4%, above the 0.3% gain expected by market consensus; personal spending rose 0.1%, below expectations of a 0.2% increase...
Currency
  • 84
  • 1
Roberto Jacobs, 29 April 2016, 15:55
JPY: All-Japan Core Inflation Rate Lower than Consensus – Nomura Research Team at Nomura, notes that in March the all-Japan core CPI (general index excluding fresh food) fell 0.3% y-y, below the consensus of -0.2% (Bloomberg survey median) and down from 0.0% in February...
Currency
  • 63
  • 1
Roberto Jacobs, 29 April 2016, 07:27
NZD: RBNZ Kept Cards Close to the Chest – ANZ Research Team at ANZ, notes that the OCR was maintained at 2.25% by RBNZ and a clear easing bias was retained (“further policy easing may be required”...
Currency
  • 82
  • 1
Roberto Jacobs, 29 April 2016, 07:24
US GDP: Loss of Momentum in US Economy - ING James Knightley, analyst at ING Bank explained that the US 1Q16 GDP increased at an annualised 0.5% rate versus the 0.7% consensus expectation. Key Quotes: "The main weakness was non-residential fixed investment, which fell 5.9%, thereby subtracting 0...
Currency
  • 115
  • 1
Roberto Jacobs, 28 April 2016, 19:15
RBNZ OCR Review: Softly, Softly – Westpac Anne Boniface, Senior Economist at Westpac, notes that as expected, the RBNZ left the OCR unchanged at 2.25% at today’s OCR Review...
Currency
  • 63
  • 1
Roberto Jacobs, 28 April 2016, 08:39
BOJ Disappoints, No change in Policy The BOJ has decided to stand put, keeping the policy unchanged, with the interest rate at -0.1...
Currency
  • 96
  • 1
Roberto Jacobs, 28 April 2016, 06:09
Brazil: Now what? – Commerzbank Analyst, Peter Kinsella at Commerzbank, suggests that the last week’s vote in Brazil’s lower house of Congress starts the impeachment process in earnest. Key Quotes “Investors can expect a Temer led administration by early May...
Currency
  • 120
  • 2
Roberto Jacobs, 25 April 2016, 07:07
US: FOMC and Q1GDP are Key Highlights – Westpac Richard Franulovich, Research Analyst at Westpac, suggests that the US data pace picks up notably this week, the FOMC and the first estimate on Q1 GDP due (Thu) the key highlights...
Currency
  • 88
  • 2
Roberto Jacobs, 25 April 2016, 07:01