
FxWirePro: Favour optionality in CHF longs vs USD via 3m put spread and EUR via cash
Apr 18, 2017 11:50 am UTC| Research & Analysis Insights & Views
Our longstanding bullish view on CHF has been motivated by decent domestic data both on the activity and inflation front which should eventually result in reduced FX intervention activity by the SNB. The past week...

U.S. inflation softens due to temporary factors, should not worry the Fed too much
Apr 18, 2017 11:37 am UTC| Insights & Views Central Banks
A report by the Labor Department on Friday last week showed U.S. Consumer Price Index dropped 0.3 percent in March, the first decline since February 2016. March US CPI inflation was much weaker than expectations for an...

FxWirePro: EMFX basket and hedging perspectives
Apr 18, 2017 08:59 am UTC| Central Banks Insights & Views
In BRICS FX bloc, ZAR weakness has probably run its course while the RUB benefited from the improving macro story in Russia and, more recently, from the firm recovery in oil prices with Brent bouncing above $55. We...

FxWirePro: The driving forces of AUD REER valuation and how to arrest FX risks
Apr 18, 2017 08:32 am UTC| Research & Analysis Insights & Views
Another upgrade to iron ore forecasts, recently, the iron ore analysts made some further upgrades to iron ore forecasts. A combination of stronger demand indicators in China and with weaker supply in 1Q is responsible for...

Apr 18, 2017 07:44 am UTC| Research & Analysis Insights & Views
Australian Macro Outlook: The RBA left the cash rate unchanged at 1.5% in the recent monetary policy meeting, as widely expected and forecast continues to maintain status quo in the near future. The recent data flow...

The 'clean coal' row shouldn't distract us from using carbon capture for other industries
Apr 18, 2017 06:08 am UTC| Insights & Views
Since the February blackouts in South Australia, the Australian government has increased its interest in carbon dioxide capture and storage (CCS). However, in Australia and elsewhere, CCS is closely associated to so-called...
Degrees of separation: companies shed degree requirements to promote merit over qualifications
Apr 18, 2017 06:04 am UTC| Insights & Views Science
At the end of 2016, the Australian Bureau of Statistics (ABS) revealed that close to two-thirds of all Australians had completed a degree or apprenticeship. The growth in the number of people attending a university or...