Monday, 25 September, 2017
AFR – Westpac’s Bill Evans says RBA won’t be hiking anytime soon by Philip Baker If Philip Lowe starts to hike interest rates and it makes life a misery for everyone who has a mortgage, and then slows the economy down dramatically, then he runs the risk of being the first governor of the Reserve Bank since Bernie Fraser to be in the top job when there’s a recession. No central banker wants that on […] Read More
Friday, 22 September, 2017
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
Tuesday, 22 August, 2017
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
Tuesday, 01 August, 2017
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
Friday, 23 June, 2017
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
Monday, 22 May, 2017
LLUSTRATION BY MICHAEL PARKIN The Sunday Times, May 21 2017, 12:01am Share Save A few months ago, I moved halfway across the world to report for this paper from New York. This move means less than it once did: people in Brooklyn use the same laptops, drink the same coffee and watch the same TV shows. Yes, dry-rub Southern chicken and a proper roast dinner are still worlds apart, but the food in Brooklyn and […] Read More
Thursday, 18 May, 2017
From: James Fay Sent: 18 May 2017 13:54 To: Ashley Joye <Ashley.Joye@Archr.com>; Tom Jennings <Tom.Jennings@Archr.com>; Michael Campbell <Michael.Campbell@Archr.com> Subject: FW: ANALYSIS: Fed Leaning Towards Leisurely Shrinking Reinvestmnts From: MNI Exclusive Insight Sent: 18 May 2017 13:53:51 (UTC) Dublin, Edinburgh, Lisbon, London To: James Fay Subject: ANALYSIS: Fed Leaning Towards Leisurely Shrinking Reinvestmnts ANALYSIS: Fed Leaning Towards Leisurely Shrinking Reinvestmnts –Officials Emphasize Smooth, Flexible Process After May Meeting By Jean […] Read More
Wednesday, 03 May, 2017
As a young New York Times reporter nearly four decades ago, I helped chronicle the rollout of what proved to be among our country’s greatest economic follies — the alchemistic belief that huge tax cuts can pay for themselves by unleashing faster economic growth. Buoyed by this idea, Congress passed the largest tax reductions in history just seven months after Ronald Reagan’s inauguration. I was deeply skeptical of the illogical notion that tax cuts could […] Read More
Wednesday, 03 May, 2017
The Times UK – You can’t lead Brexit talks, EU tells May PM vows to be ‘bloody difficult woman’ Oliver Wright, Policy Editor | Bruno Waterfield, Brussels May 3 2017, 12:01am, The Times Theresa May will be barred from negotiating the terms of Brexit with her fellow European Union leaders, senior figures in Brussels have warned. In a sign of an increasingly hardline approach, the prime minister will be prevented from joining discussions at future EU heads of state meetings, […] Read More
Sunday, 23 April, 2017
https://www.google.co.uk/amp/s/amp.theguardian.com/world/live/2017/apr/23/french-election-voting-under-way-in-first-round-live 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 immediately and delete this message. The unauthorised use, disclosure, distribution […] Read More
