FxWirePro: Pound may end its longest consecutive rise in 10 months
Mar 08, 2016 07:03 am UTC| Commentary
Short covering, broad based weakness in Dollar and risk affinity that has so far boosted GBP/USD, may lose its steam going ahead. Todays release of weaker than expected trade balance and worst slump in Chinas exports...
Bearish outlook for Gilts in 2016
Feb 18, 2016 11:29 am UTC| Insights & Views
At European leaders meeting on February 18th and 19th, there is scope for an agreement to be reached over the renegotiated terms of Britains EU membership, clearing the way for a referendum in June. If the UK were to...
Any supply/demand mismatch effect of ECB's QE expansion likely to come beforehand
Oct 09, 2015 05:37 am UTC| Commentary
The impact of ECB making the existing QE programme more expansive on Bund yields, should be through the reflationary effect, especially if risky asset and oil prices stabilise/move higher and this should put upward...
Japan needs expansion of nominal GDP through reflationary policies
Sep 29, 2015 04:40 am UTC| Commentary Economy
The original goal of Abenomics was to expand nominal GDP through reflationary policies, as it perceived shrinking nominal GDP to be the largest problem facing the Japanese economy. This policy is leading Japan in the right...
Japan's Q3 GDP growth likely positive, economic sentiment firm but real economy and inflation weak
Aug 18, 2015 11:36 am UTC| Insights & Views
Japans economy contracted by 0.4% Q/Q in Q2 in "real" or inflation-adjusted terms, while on annual terms it fell 1.6 per cent, less than the 2.2 per cent fall expected, data released on Monday showed. While the drop was...
Japan's economy likely at start of full scale reflation
Aug 17, 2015 05:18 am UTC| Commentary Economy
Due to the fall in oil prices, Japans CPI has stalled, while wages have been increasing since the start of the new fiscal year in April. As a result, real household income is recovering and consumer sentiment is now...
Disinflation still remains rampant across Euro zone
Jul 16, 2015 10:41 am UTC| Insights & Views
In spite of European Central Banks (ECB) sincerest efforts disinflation and threat of deflation still remains rampant across Euro zone, which is hiding behind headline positive inflation report. In June European monetary...
‘We have thousands of Modis’: the secret behind the BJP’s enduring success in India