Tuesday, 28 August, 2018
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
Friday, 01 June, 2018
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
Monday, 28 May, 2018
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
Friday, 25 May, 2018
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
Monday, 26 March, 2018
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
Friday, 27 October, 2017
By Bill Sokolis, Michael Chrysostomou, David Keeble LONDON (MNI) – Hallowe’en has come early to Spain; it is truly scary on the streets of Barcelona but, so far, EGBs are treating the Catalonian issue as a localised event. Less scary was the dovish taper from the ECB. Like Freddy Krueger, Draghi slashed the amount of purchases in half but the audience didn’t scream. These audiences have seen far too many […] Read More
Thursday, 26 October, 2017
Still too much slack in the labour market, says RBA deputy Debelle http://www.afr.com/news/economy/still-too-much-slack-in-the-labour-market-says-rba-deputy-debelle-20171026-gz8ph0#ixzz4wbGWcyxx by Jacob Greber Unemployment is still above the level at which inflation-busting official interest rates are needed, says Reserve Bank of Australia deputy governor Guy Debelle, who warned the nation may yet suffer the same advanced economy affliction of a breakdown between hiring and wages. In a speech outlining plans by the Reserve Bank to make minor tweaks to the way officials present inherently tricky forecasts […] Read More
Tuesday, 24 October, 2017
ECB STREET VIEWS: * Pictet Asset Management expects 9-month extension of QE at E30bn p/m along with some changes to QE composition and reinvestment policy". * RBC: Look for a reduction of at least E30bln in net terms with duration remaining opened ended but with at least a 9-month end date. Forward Guidance should be strengthened and re-iterated. * Soc Gen: 9-month extensions at E25bln p/m, possibly buy debt with longer maturities. Keep door […] Read More
Tuesday, 17 October, 2017
MNI FX Pi – Extreme Persistence USD Bearish Positioning Persists – 3-months at Extreme… Source: MNI/CFTC/Bloomberg …EUR Longs Hold Steady, But EURUSD Fails to Respond… Source: MNI/CFTC/Bloomberg … JPY Short Positions Extending, USDJPY Rebounds From 200-Day MA… Source: MNI/CFTC/Bloomberg …GBP Long Positioning Remains at Extreme, But GBPUSD Exhausted… Source: MNI/CFTC/Bloomberg …Slight Scaling Back of AUD Longs Could Leave AUDUSD Exposed… Source: MNI/CFTC/Bloomberg …CAD Longs Remain Close […] Read More
Tuesday, 17 October, 2017
LONDON (MNI) – MNI PINCH calculate probability of rates rising in the US have moved modestly higher following newswire reports of Trump being impressed by Taylor’s interview, with markets pricing in two rate hikes by September 2018. Rates have ticked lower in the UK though as markets interpreted BoE Governor Carneys comments as marginally dovish. While in the Eurozone talk of ECB announcing lower but for longer QE has led to the curve […] Read More
