SARB to refrain from hiking rates in July, may hike by end-2016 if CPI surprises

Jun 22, 2016 12:09 pm UTC| Insights & Views Central Banks Commentary Economy

South African Reserve Bank (SARB) will announce its interest rate decision on 21 July. In mid-May the SARB took a break in the rate hike cycle but openly admitted its dilemma between a weak real economy and high inflation...

FxWirePro: Sell-off likely in EUR swaption curve during H2

Jun 22, 2016 11:39 am UTC| Insights & Views

A glimpse on Eurobond yields: 10year European real yields are down at -0.8% and have little scope to fall further, which in turn limits EUR/USD downside to what can be caused by a rise in US real yields. They are at 10bp...

FxWirePro: New Zealand's upbeat GDP reduces prospects of OCR cut, so as US CPI for Fed hikes, lead NZD/USD at 1-year highs

Jun 22, 2016 07:34 am UTC| Insights & Views Research & Analysis

NZ produced the upbeat GDP QoQ numbers last week, actual 0.7% versus forecasts at 0.5%. New Zealand economy advanced a seasonally adjusted 0.7 pct in Q1 of 2016, following 0.9 pct expansion in the previous period and...

Vital Signs: an election in Australia, a key poll in the UK, all lead to uncertainty

Jun 21, 2016 11:42 am UTC| Insights & Views Politics

This week: A familiar theme of this column has been the significant uncertainty about the global economy that is leaving investors - and to some extent, consumers - standing on the sidelines. That in turn means...

Seven ways to tell whether a private equity-backed IPO should be avoided

Jun 21, 2016 11:37 am UTC| Insights & Views Business

Private equity-backed IPOs (Initial Public Offerings) have come under significant scrutiny following several high-profile failures: but are these representative or merely anomalous blights on an otherwise well-performing...

Briferendum Series

Britain and Europe: a long history of conflict and cooperation

Jun 21, 2016 11:29 am UTC| Insights & Views

Britains referendum on the EU marks another step in the countrys long and troubled history with its European neighbours. Divorce or not, Europe will continue to have a huge influence over British politics and society ...

Briferendum Series

Betting on Brexit: stakes high, but the big money backs Remain

Jun 21, 2016 11:25 am UTC| Insights & Views Business

Ive been analysing betting patterns for many years and see them as one of the most accurate ways of understanding the dynamics around the outcome of votes such as at elections and referendums. For example, I found...