NZ's population growth to fall down next year
Oct 27, 2015 04:48 am UTC| Commentary
New Zealands population boom continues unabated - the population growth rate for 2015 will be higher than any year since 1974, at above 2%. Data last week showed that net migration remained extremely strong in September,...
USD likely gained from ECB, PBoC, BoJ and Riksbank's soft tone?
Oct 27, 2015 04:35 am UTC| Commentary
The first fed funds rate hike will likely come at either the January or March FOMC meeting next year, with the highest odds on a January move. The combined soft tone from the ECB on Thursday, followed by easing from the...
Impacts of Pis on polish rates
Oct 27, 2015 04:31 am UTC| Commentary
Recommendation is to short PLN/HUF as a low beta (to global developments) way to trade the unorthodox policy stance in post election Poland. Alternatively, long USD/PLN also expresses the negative developments in Poland...
75% probability of Fed's rate hike in March 2016
Oct 27, 2015 04:31 am UTC| Commentary Central Banks
The Fed is likely to deem its communication at the October meeting a success if markets stay broadly unchanged following the release. Whether it will succeed in this is up to the exact wording in the...
RBNZ likely to cut OCR further next year
Oct 27, 2015 04:27 am UTC| Commentary
The key upcoming event in New Zealand is the Reserve Banks OCR Review on Thursday. The outcome shouldnt surprise anybody - RBNZ Governor Graeme Wheelers speech two weeks ago included a dress rehearsal for the OCR Review.As...
PiS majority, implications for PLN
Oct 27, 2015 04:26 am UTC| Commentary
In Poland, an outright PiS majority is likely to increase downside risks for the PLN, imply lower short-end rates but would be negative for duration. The market is likely to view a decisive result in favour of PiS as...
How Fed chooses to describe the latest economic developments?
Oct 27, 2015 04:23 am UTC| Commentary Central Banks
FOMC member Jeffrey Lacker is expected to dissent again this week and advocate a rate hike. The key phrases to watch are, first, the description of global economic and financial developments, which in September were...