Treasury bond yields and their correlation with FX returns
Jun 08, 2015 06:52 am UTC| Insights & Views
The breakdown of euro-area Q1 GDP should confirm that the 2015 cyclical recovery is mainly being driven by consumption.In fact, in recent years, until now there has been only one sustained period where long rates mattered...
German industrial production registers solid start to second quarter
Jun 08, 2015 06:49 am UTC| Insights & Views
German industries roared back in April to beat analysts estimates and slashing expectations of slowdown in Europes largest economy. In April 2015, production in industry was up by 0.9% from the previous month on a...
Shooting Star on peak of EUR/USD uptrend; Fresh short build ups are likely
Jun 08, 2015 06:25 am UTC| Insights & Views
Industrial production points to a weak start in Q2: On the data front, April industrial output should point to a weak start in the euro area at -0.2% MoM due to weak global demand and disappointing export numbers. French...
QQE pushes Japanese GDP higher
Jun 08, 2015 05:58 am UTC| Insights & Views
Bank of Japan (BOJ) can now feel proud and confident once more over its Qualitative and Quantitative Easing (QQE) program, after months of disappointment as first quarter GDP moved higher according to second flash...
Chinese imports shrinks fast, exerts pressure on Commodity currencies
Jun 08, 2015 05:28 am UTC| Insights & Views
Chinese customs authority released stats of May trades today and it is another devastating showdown for exporters dependent on Chinese demand. Chinese trade balance was positive at $59.5 billion, but that came in the...
Guide to today’s important data and events
Jun 08, 2015 04:24 am UTC| Insights & Views
Not many economic dockets scheduled for today, risk associated is low. Data released so far - China - Imports dropped 17.6% in May, while exports dropped -2.5%. Trade balance for May came at $59.5 billion. Upcoming...
Surge in bond yields & their adverse impact on Asian currency baskets
Jun 05, 2015 13:05 pm UTC| Insights & Views
When the Federal Reserve eventually decides to taper monetary policy, major Asian currency crosses like Yen, SGD, CNY are tendering to shift their trends.Christine Lagarde has made a strong pitch to the US Fed to postpone...
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
Labour can afford to be far more ambitious with its economic policies – voters are on board
Sudan: civil war stretches into a second year with no end in sight