Monday, 03 September, 2018
***EUREX Rolls updates***
Rolls update (up until Friday’s close) James Sewell E James.Sewell@archr.com 49 Carnaby Street, London, W1F 9PY United Kingdom ARCHR.COM Read More
Rolls update (up until Friday’s close) James Sewell E James.Sewell@archr.com 49 Carnaby Street, London, W1F 9PY United Kingdom ARCHR.COM Read More
From: Archr <hq=archr.com@send.aweber.com> On Behalf Of Archr Sent: 26 August 2018 20:53 To: Ashley Joye <Ashley.Joye@Archr.com> Subject: ARCHR- The Week Ahead Archr – Focus Event Sunday August 26, 2018 Dear Ashley, U.S. Expect market activity to be muted in the week ahead, late summer malaise hanging on with the passing of the dog days of summer around mid-August. Mostly second-tier data in the week ahead and a dearth of Fed-speakers so far on […] Read More
EU lawmakers from Italy’s coalition parties seek funds to quit euro – Reuters News 01-Jun-2018 15:05:56 To view this story on Eikon, click here BRUSSELS, June 1 (Reuters) – European Union lawmakers from the two parties forming Italy’s new government coalition voted this week to set up EU funds to help countries quit the euro, a sign of the Italian leadership’s ambivalent position on the common currency. The vote came as the anti-establishment 5-Star […] Read More
By Tim Cooper LONDON (MNI) – Source: MNI/Bloomberg EGB SUMMARY: Italian bonds have had a rollercoaster ride this morning in an otherwise subdued trading session, with the UK and US observing holidays. – 10Y BTPs widened to as much as 233.6bps over Bunds after dropping to 189.90 early in the session, last trading 219.3bps, 13.8bps wider. Spreads are entering levels not seen outside crisis (i.e. 2011-13). – Former IMF staffer Cottarelli has now […] Read More
MNI INTERVIEW:Infl Expctns Likely Hovering at 2%-Fed Economist By Sara Haire –Inflation Driven By Inflation Expectations "Difficult" To Prove –Possible There Could Be Downshift in Consumers’ Inflation Expectations WASHINGTON (MNI) – Concerns over the impact that inflation expectations have on actual inflation have been ramped up by some economists recently as expectation measures have converged closer to 2%, but in an interview with MNI, Cleveland Fed senior vice president and research economist Edward Knotek said […] Read More
By Nikos Chrysoloras and Ian Wishart (Bloomberg) — The European Union is fine-tuning what access it’s prepared to give the U.K.’s crucial financial services industry after Brexit, and the proposal falls far short of what Britain and its banks think is fair. The EU will consider offering the U.K. “improved equivalence” for its financial services, according to the latest draft of the bloc’s negotiating position, obtained by Bloomberg. That means the EU will only let […] Read More
BUND SCARCITY MAKES MAJOR EXTENSION OF ECB’S QE DIFFICULT, WILL BE KEY FACTOR IN ANY DECISION TO TAPER OR EXTEND – SOURCES German bond scarcity a key factor in ECB QE extension debate: sources – Reuters News 23-Jun-2017 11:19:08 By Balazs Koranyi FRANKFURT, June 23 (Reuters) – The growing scarcity of German government bonds makes any major extension of the European Central Bank’s asset buying scheme difficult and this […] Read More
MNI INSIGHT: RBA May Use Scope to Lower Rate if AUD Stays High –Other Cenbks’ Tightening May Not Hinder RBA Ease if Need Seen By Sophia Rodrigues SYDNEY (MNI) – The Reserve Bank of Australia has the scope to lower the cash rate further and is prepared to use that scope if there are signs the appreciating exchange rate is dampening growth and inflation. Importantly, the RBA would cut even if other central banks are […] Read More
Reuben Sim T +44 (0) 20 7422 2988 E reuben.sim@archr.com 49 Carnaby Street, London, W1F 9PY United Kingdom ARCHR.COM 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 […] Read More
NWM (NatWest Markets) Gilts: Trading the BoE- Could this time be different? BoE rhetoric is not consistent with ‘one and done’ type policy adjustments. BoE Chief Economist Mr Haldane believes that the risk of tightening ‘too late’ is now greater than the risk of tightening ‘too early’. Raising rates once or twice is unlikely to offer much comfort. Mr Saunders aim is to ‘move from the current loose stance towards neutral’ and Governor Carney has […] Read More