Jan 03, 2018 10:12 am UTC| Research & Analysis Insights & Views
In 2018, the crude oil balance will likely tighten and inventories draw, on a likely 9-month extension of the OPEC-Russia accord and amid continued firm demand growth. The speed at which US shale responds will help...
Jan 03, 2018 09:40 am UTC| Research & Analysis Insights & Views
EURJPY PPP and FEER valuations are the yen bears arch-enemies, but they apply far more to the USDJPY than to the EURJPY, given that the euro, too, is significantly undervalued on a PPP basis. The PIIE puts a...
FxWirePro Poll: BoE likely to keep Bank Rate steady at 0.5 pct in Q1 2018
Jan 03, 2018 08:10 am UTC| Commentary Insights & Views Central Banks Economy
The Bank of England (BoE) is seen holding its benchmark interest rate or the Bank Rate steady at 0.5 percent in the first quarter of this year, after having adopted a rate hike at its previous meeting in 2017, an FxWirePro...
Jan 03, 2018 07:02 am UTC| Research & Analysis Insights & Views
Against the forwards, the forecasts have been the most bearish on the TWD, KRW, THB, RUB SGD and the most bullish on the TRY, CZK PLN. On a regional basis, EMEA should outperform. We could foresee slightly more EM Asian...
FxWirePro: New Year trade resolutions for EMFX baskets
Jan 02, 2018 12:48 pm UTC| Research & Analysis Insights & Views
We reckon bullish USD/EM baskets, spot rates should be upwardly biased, and the bulk of total return performance in 2018, if any, should come via carry similar to the past two years. The risk to our forecasts is a...
Jan 02, 2018 12:25 pm UTC| Research & Analysis Insights & Views
The GDP in Singapore advanced an annualized 2.8% QoQ basis in the last three months of 2017, below 9.4% in Q3 and market expectations of 2.9%, advance estimates report. The Singapore economy grew a strong 3.5% in 2017...
Jan 02, 2018 09:52 am UTC| Research & Analysis Central Banks Insights & Views
A few more central banks tiptoe to the exit 2017 was the year in which more central banks broke ranks. We expect this to continue in 2018. The Fed will hike four times and the BoC two, which supports long positions in USD...
Johannesburg in a time of darkness: Ivan Vladislavić’s new memoir reminds us of the city’s fragility
Economist Chris Richardson on an ‘ugly’ inflation result and the coming budget
Biden administration tells employers to stop shackling workers with ‘noncompete agreements’
Labour can afford to be far more ambitious with its economic policies – voters are on board
IceCube researchers detect a rare type of energetic neutrino sent from powerful astronomical objects