Oct 25, 2016 08:25 am UTC| Research & Analysis
Moodys Investors Service says that the Asia Pacific metals mining and construction building sectors have been the main drivers of corporate defaults in the region over the past two and a half years, and that the...
Oct 24, 2016 07:19 am UTC| Research & Analysis
The stakes are high this week. A big shift in the trajectory of inflation in Australia would threaten both our view that the market will not move to price in hikes into the OIS strip, and that the AUD remains capped, with...
Oct 21, 2016 13:12 pm UTC| Central Banks Research & Analysis
The Turkish lira rallied yesterday after CBT surprised markets by keeping rates on hold at its MPC meeting. But as the pair rallied today, the last weeks gains are almost wiped off when the dollar looked good today...
Realized versus implied volatilities – Bullish or bearish dollar among EM FX radar
Oct 21, 2016 12:57 pm UTC| Research & Analysis
Analyzing the time-varying properties of the EM FX spot-vol relationship reveals that the connection has weakened significantly over the past couple of years with the exception of the INR. In isolation, this reduces...
Oct 21, 2016 12:23 pm UTC| Central Banks Research & Analysis
It is not too hard to draw parallels between the size of the BoJ and the SNBs balance sheets, and hence the potential constraints on the SNBs FX policy which amounts to a soft floor in EURCHF. Its noteworthy that this...
Oct 21, 2016 09:47 am UTC| Research & Analysis
Fundamental updates: We will not find out what will happen next to the ECBs asset purchasing program until 8th December. ECB President Mario Draghi made that clear yesterday. He wants to wait for the results presented...
Oct 21, 2016 07:10 am UTC| Research & Analysis
The JPY exposure has foundered on the combination of higher US bond yields which JGBs have been unable to follow courtesy of the BoJs cap and lower US election risk. The rather weak US data of the last few days cautions...
South Africa’s plan to move away from coal: 8 steps to make it succeed
Germany lowers voting age to 16 for the European elections
IceCube researchers detect a rare type of energetic neutrino sent from powerful astronomical objects