Mar 25, 2015 13:50 pm UTC| Commentary
Fed to raise interest rates 25bp in June and another 25bp in Q4-2015Reinvestment of maturing debt proceeds to end in early 2016, balance sheet reduction to startSociete Generale notes as follows .... Output gap closing,...
Mar 25, 2015 13:46 pm UTC| Commentary
ECB plans to buy 60bn of private and public sector debt per month (PSPP) until Sep-2016 Purchases of government debt set at yield limit of -0.20% (deposit rate) Societe Generale notes as follows .... 10y Bund...
Brazilian economy likely stagnated in Q4 14
Mar 25, 2015 07:48 am UTC| Commentary
Societe Generale notes.. The economic activity index suggests that the economy likely stagnated in Q4 14 on a sequential basis (-0.7% yoy) or declined marginally. This implies that it stagnated on a full year basis...
Taiwan’s central bank to put aside its rate hike plans
Mar 25, 2015 07:36 am UTC| Commentary
Societe Generale notes.. We expect Taiwans central bank to put aside its rate hike plans and leave the policy rates unchanged at its Q1 meeting, given that inflation is expected to moderate this year and the global...
Mexican economic activity slowed sharply in January, looks to be an anomaly
Mar 25, 2015 07:18 am UTC| Commentary
Societe Generale notes.. January industrial production (and export growth) was disappointing and surprising given thelack of any meaningful trigger for this development.As a result, we estimate growth to have slowed to...
Business confidence of French economy to improve in March
Mar 25, 2015 07:12 am UTC| Commentary
Societe Generale notes.. The French National Statistical Institute (INSEE) business confidence index for the whole economy is expected to improve from 94 to 95 in March, while the manufacturing index should remain...
Some moderation in German Ifo expected
Mar 25, 2015 07:04 am UTC| Commentary
Societe Generale notes.. In March, we expect the Ifo business climate index to have risen to 106.9, from 106.8 before. While the rebound was stronger than expected in Nov-Jan, the improvement was weaker than expected...
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
Biden administration tells employers to stop shackling workers with ‘noncompete agreements’
IceCube researchers detect a rare type of energetic neutrino sent from powerful astronomical objects