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Thursday, 09 September, 2021

(BI) Bank of Canada Paves Way for Taper End, Quantitative

(BI) Bank of Canada Paves Way for Taper End, Quantitative Tightening 1. Bank of Canada Paves Way for Taper End, Quantitative Tightening Central Bank Speaker “Eventually, when we need to reduce the amount of monetary stimulus, you can expect us to begin by raising our policy interest rate. What this all means is it is reasonable to expect that when we reach the reinvestment phase, we will remain there for a period of time, at […] Read More

Friday, 03 September, 2021

MACRO VIEW COLUMNS: Are Commodities Driving Stocks? Excel Breaks It Down: Ma

From: News Alert (BLOOMBERG/ 731 LEX G) At: 09/03/21 11:30:05 To: Read More

Wednesday, 18 August, 2021

(DJ) Fed Debated Timing, Mechanics of Stimulus Pullback at July

(DJ) Fed Debated Timing, Mechanics of Stimulus Pullback at July Meeting ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Fed Debated Timing, Mechanics of Stimulus Pullback at July Meeting2021-08-18 18:00:44.425 GMT By Nick Timiraos (Dow Jones) — Federal Reserve officials ramped up deliberations last monthover how and when to start pulling back their extraordinary support for aneconomy growing more rapidly than they expected earlier this year. Minutes of their July 27-28 Fed meeting, released Wednesday, also shed lighton how policy makers judged […] Read More

Wednesday, 18 August, 2021

(BFW) Fed’s Rosengren Would Support Start to Tapering in Fall: F

(BFW) Fed’s Rosengren Would Support Start to Tapering in Fall: FT ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. TWT 08/18 04:05 FT Economics: Top Fed official warns massive bond purchases are ill-suited for US economy t.co/mhWyAt3HazTWT 08/18 04:02 FT Economics: Top Fed official warns massive bond purchases are ill-suited for US economy t.co/mhWyAt3Haz BN 08/18 04:07 *FED'S ROSENGREN WOULD SUPPORT TAPERING START NEXT MONTH: FT BN 08/18 04:05 *ROSENGREN SAYS MASSIVE BOND PURCHASES ILL-SUITED FOR U.S.: FT Fed’s Rosengren Would Support […] Read More

Tuesday, 10 August, 2021

Inflation in Inflation Comments

  Stolen from Twitter… But thought it was interesting:     Archr LLP is Authorised and regulated by the Financial Conduct Authority (FCA reference 617163). Archr LLP is not covered by the Financial Services Compensation Scheme (FSCS). Archr is registered in England and Wales No. OC371018. Registered office 115B Drysdale Street, Hoxton, London, United Kingdom, N1 6ND This message may contain confidential or privileged information. If you are not the intended recipient, please advise us […] Read More

Wednesday, 28 July, 2021

(DJ) Fed Says Economy Has Made Progress Toward Its Goals, Teeing

(DJ) Fed Says Economy Has Made Progress Toward Its Goals, Teeing Up Bond Taper ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Fed Says Economy Has Made Progress Toward Its Goals, Teeing Up Bond Taper2021-07-28 18:00:33.407 GMT By Nick Timiraos (Dow Jones) — WASHINGTON — The Federal Reserve indicated that the economyhas made progress toward the central bank's employment and inflation goals,and officials offered a hint they could begin to reduce their asset purchaseslater this year. The Fed since the end of […] Read More

Tuesday, 27 July, 2021

U.S. Returning to Tighter Mask Guidelines (11:20 a.m. NY)

U.S. Returning to Tighter Mask Guidelines (11:20 a.m. NY) U.S. health officials will return to tighter guidelines for the use of masks, advising that fully vaccinated individuals wear them in public indoor settings in places where the virus is spreading rapidly as part of a response to the spread of the delta variant. The Centers for Disease Control and Prevention will recommend that teachers, staff, students and visitors to K-12 schools wear masks indoors regardless […] Read More

Wednesday, 30 June, 2021

Focus Events – Wed 30th June:

Focus Events – Wed 30th: EU Session: 07:00 – UK: GDP 07:45 – Fra: CPI; PPI; Cons Spending 08:55 – Ger: Unemployment 10:00 – Eur: CPI 12:00 – UK: BoE Haldane (Super Hawk) Supply Events: 10:00 – Ita: 6bn 5y,10y BTP (26k RX) 14:45 – UK: BoE Op 7-20y sector US Session: 12:00 – US: MBA Mortgage Apps 13:00 – US: Fed Bostic (No Known Bias) 13:15 – US: ADP Employment 13:30 – Can: GDP; […] Read More

Thursday, 24 June, 2021

BOE Street Views

BOE Street Views Barclays: Expects BoE to stay the course even while they acknowledge the better outcome relative to May forecasts. Expect unanimous vote on leaving rates unchanged and only Haldane again voting to reduce Gilt QE by £50bn. BoE to continue pushing the idea that economic slack has to be significantly reduced before policy can be tightened. The pandemic situation could lead to a note of uncertainty. BoA: Expects policy left unch at this […] Read More

Monday, 21 June, 2021

EGB strat pieces round up

EGB strat pieces round up Strategists at Barclays like buying Spanish 10-year bonds as a tactical trade, while peers at Santander prefer buying bonos against Portuguese debt. BNP favors buying 20-year French green bonds against swaps. Barclays: (strategists including Cagdas Aksu) Recommends tactically buying 10-year Spain after last week’s sell-off, given the favorable supply-demand backdrop ahead, light positioning and dovish ECB, while the hawkish Fed is now out of the way Santander: (strategists including Antonio […] Read More

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