May 29, 2015 01:10 am UTC| Commentary
Barclays notes:The JGB market was firm this week despite marked changes in the external environment, with weakness in the yen and an equity...
May 29, 2015 01:08 am UTC| Commentary
Barclays notes:Ambitious fiscal targets require welfare expenditure growth to fall further. 10yr asset swaps have underperformed, we turn neutral at current levels. We await further fiscal news in Julys Budget but we...
Euro Area rates review: Barclays
May 29, 2015 01:06 am UTC| Commentary
Barclays notes:The key events in Europe next week will be the ECB meeting on Wednesday and the outcome of the first June tranche due from Greece to the IMF on Friday. We expect the ECB not to panic about the bond market...
May 29, 2015 01:03 am UTC| Commentary
Barclays notes:Recent Fedspeak suggests that the Fed is eager to begin the hiking cycle this year, provided the economy continues to improve. Given the recent strengthening of the USD, the onus on data to surprise to the...
Canada - Volatile But Resilient
May 29, 2015 00:35 am UTC| Commentary
Canadian markets are likely to spend the week primarily being buffeted by forces abroad at least until Friday when the May jobs report is released. Even that is hardly a shoe-in for a distinguishable market effect in...
US non-farm payrolls likely to rise in May
May 28, 2015 23:45 pm UTC| Commentary
Next week is a big US data week, with non-farm payrolls, the ISM manufacturing survey, April personal consumption expenditure and inflation data.Regional business surveys have remained mixed lately, and the ISM...
Greece negotiations will remain in focus
May 28, 2015 22:30 pm UTC| Commentary
Negotiations between Greece and the creditor institutions will be closely tracked as the first instalment (c.EUR 300mn) of the EUR 1.5bn debt repayment to the IMF looms on 5 June. The lack of tangible agreement between...
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