UK CBI to show weakening investment intentions

Oct 26, 2015 04:45 am UTC| Commentary

UKs Industrial Trends survey this week is the quarterly version that includes a range of extra questions on such areas as investment and employment intentions. Given the declining performance of the manufacturing sector...

German Ifo unlikely to resist weaker sentiment in October

Oct 26, 2015 04:43 am UTC| Commentary

Despite the weakening, German business climate index remains close to 1 standard deviation above its longterm average, providing a more positive outlook for German economic activity than manufacturing and investor...

ECB pares way for more QE by year-end

Oct 26, 2015 04:35 am UTC| Commentary Central Banks

The ECB surprised markets last week, strongly hinting additional policy stimulus at its December meeting, when the committee updates its economic projections. We continue to think that a time extension of the PSPP program...

BCB minutes to give more information on horizon

Oct 26, 2015 04:34 am UTC| Commentary

The minutes will be the most important release in the week ahead. After keeping the Selic rate unchanged at 14.25% and changing the convergence of inflation to the "relevant horizon for monetary policy" instead of the end...

Euro poised for further losses, eyes on FOMC

Oct 26, 2015 04:33 am UTC| Commentary

A waterfall-like pattern was seen on the EUR/USD as it dropped three big figures in just over 24 hours after the ECB presser, where Mario Draghi hinted at the expansion of the QE program in December, which smacked the...

BoJ likely to ease further

Oct 26, 2015 04:31 am UTC| Commentary Central Banks

Japans disappointing economic data, a risk of another technical recession, a flat Philips curve, and weak corporate inflation outlook led to some market expectations for further easing at this weeks BoJ meeting. Indeed,...

Banxico likely to keep rates unchanged

Oct 26, 2015 04:27 am UTC| Commentary Central Banks

In Mexico the focus of the market will be on Thursdays Banxico meeting. A stable inflation outlook, the moderate pace of economic activity ,and restrained FX pass-through, coupled with the delay in Feds hiking cycle should...