Mar 04, 2015 10:18 am UTC| Commentary
Quotes from Lloyds Bank There are key data releases today. With our economists forecasting downside risks to UK services PMI and firmer ADP employment and US services ISM, this suggests downside risks for GBP/USD; we...
Mar 04, 2015 10:14 am UTC| Commentary
Quotes from Lloyds Bank The February US ADP report will attract significant interest this afternoon as a potential guide to Fridays payrolls report. We are looking for indication of a twelfth consecutive month of...
RBC Capital Markets: JPY Review
Mar 04, 2015 10:03 am UTC| Commentary
Quotes from RBC Capital Markets Tonights weekly capital flows data bear watching in light of the big flows into overseas equities seen recently and last weeks evidence that GPIF is the source of much of the demand for...
Mar 04, 2015 09:35 am UTC| Commentary
Quotes from RBC Capital Markets GDP rose 0.5%q/q, 2.5%y/y in Q4, broadly as both the market and RBA expected. The contours of the data were very much in line with recent themes; the influence of lower rates was...
RBC Capital Markets: CAD Review
Mar 04, 2015 09:27 am UTC| Commentary
Quotes from RBC Capital Markets In the weeks that have followed the surprise January rate cut, oil prices appear to have stabilised around levels consistent with the January MPR assumptions, perhaps reducing the need...
Standard Chartered Bank: Korean Treasury Bonds to outperform
Mar 04, 2015 09:02 am UTC| Commentary
Quotes from Standard Chartered Bank We expect KTBs to outperform, based on our rate-cut expectation in Q2. Their downward momentum halted in February and the 3Y KTB yield increased by 27bps to 2.48% from its low of...
Standard Chartered Bank maintains short-term underweight and medium-term neutral FX weighting on KRW
Mar 04, 2015 09:00 am UTC| Commentary
Quotes from Standard Chartered Bank We maintain a short-term Underweight and medium-term Neutral FX weighting on the KRW. Koreas weak growth-inflation mix, combined with monetary easing across the region, is likely to...
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