thenews / Profile

With global growth slowing, deflationary pressure rising and global equities down 8% since the start of 2016, markets will be listening closely to the message from the G20 finance ministers and central bank governor meetings in Shanghai on 26- 27

One of the big problems Janet Yellen has had in recent weeks is that she, and the Fed in general, are running out of excuses not to hike rates. Sure, they can delay rate hikes or outright cancel them, but that would suggest three things: that the

By Boris Schlossberg In one of the best investment columns written this year titled "How to Make Volatility Your B-" Josh Brown goes through the step by step process of dollar cost averaging demonstrating why it is the single greatest investment

Currency investors should consider selling NZD/USD this week, advises Morgan Stanley in its weekly FX pick to clients. MS' rationale is as follows: "In the stronger USD environment, the NZD would end up weakening the most. It is not all about the USD

Eurozone final February manufacturing PMI fell to 51.2, which coupled with yesterday’s release indicating a return to eurozone deflation, should continue to boost expectations for significant ECB easing next week, notes BNP Paribas. " While we agree

Yen denominated pairs have had a tough few weeks as continued depreciation and rampant speculation over central bank intervention has taken its toll. However, the EURJPY charts are starting to signal a potential breakout in progress that could set

EURUSD's decline in the past three weeks has come against a backdrop of a 10% rally in EUR Stoxx 50. This is in no small part due to exuberant hopes for new frontiers in ECB easing. In December, the ECB disappointed after the market had already been

Currency investors should consider buying EUR/USD this week, advises Credit Suisse in its weekly FX pick to clients. The trade is macro-technical driven. "Our technical analysts are long EURUSD on a tactical horizon, looking for fresh buying around

Later than advertised but now out Might be prudent to wait for stronger inflation before hiking for the second time He's taking a conservative approach to policy in the near term Expects more meaningful rate hikes in 2nd half of the year It may be

The EUR has been capped on the back of ECB President Draghi reassuring yesterday that the central bank will not hesitate to act should it be necessary. Most interestingly it was stressed that in the light of the recent financial turmoil, the state of

5 things to watch out for The Fed removed its assessment on the balance of risks. What was the internal debate? The international outlook. "Foreign economic developments, in particular, pose risks to U.S. economic growth," Yellen said last week. Path

From Goldman Sachs: Euro: FX Forecasts: We maintain our EUR/USD forecasts of 1.04, 1.00 and 0.95 in 3, 6 and 12 months, which we reverted to on January 21. This implies EUR/¥ at 127, 125 and 124 in 3, 6 and 12 months. Motivation for Our FX View: We

Minutes of the Federal Reserve's January meeting showed that the policy-setting committee saw more downside risks for the US economy. The Federal Open Market Committee (FOMC) acknowledged that the labor market had strengthened since its December

Goldman Sachs USD/JPY forecasts unchanged Japanese Yen: FX Forecasts: We maintain our USD/JPY forecasts of 122, 125 and 130 in 3, 6 and 12 months. This implies EUR/¥ at 127, 125 and 124 in 3, 6 and 12 months. From Goldman Sachs: Motivation for Our FX

One of the most hawkish Federal Open Market Committee (FOMC) members and president of the Federal Reserve (Fed) in St. Louis, James Bullard, warned that it would be 'unwise' for the Fed to raise interest rates further, as inflation expectations are

In its weekly note to clients today, BNP Paribas discusses its outlook for EUR/USD making the case for the pair to rally into mid-year. The following is BNPP's rationale behind this call along with its EUR/USD targets over the coming months. "The key

UK PM repeats himself upon returning to the talks " I'm gonna get back in there and do more work " Good luck with that one Dave. Frankly I don't fancy your chances. GBPUSD staging a bit of a recovery though as traders/ algo boxes continue to pull it

Breaking news from PM Cameron No peace for the wicked they say. I was just getting my coat and boots on for a dog walk and up pops Dave to confirm what I already told you earlier and previously. Mystic Mike or what. The official question will be

UK PM in recent comments before his cabinet meeting, now underway. Following on from Ryan's comprehensive, in-the-moment, report last night the UK is now awash with media coverage as Cameron gathers his government. I'm not so sure the deal- a legally

Dave's deal euphoria disappears before the weekend is up. Poor old Cameron. He's like a bloke who's just won the lottery then watched his ticket blow out his hand and into the Thames. If I'm honest I wasn't expecting things to go potty quite so