Aug 29, 2017 11:56 am UTC| Research & Analysis Insights & Views
On the supply side, we see limited scope for further supply disruptions this year. Double-digit price appreciations in some of the metals in the last month and a half also represent signs of potentially larger production...
Aug 29, 2017 11:10 am UTC| Research & Analysis Insights & Views
Finally, Silvers modest underperformance relative to gold has caused us to slightly cut our silver forecasts for the remainder of 2017 and 2018. Through the end of 2017, we see prices fundamentally moving lower in turn...
Moody's: German debt issuers' credit profiles resilient to potential election outcomes
Aug 29, 2017 09:55 am UTC| Research & Analysis
While the outcome of Germanys federal elections will shape fiscal and economic policy that will influence credit conditions over the next four years, the results are unlikely to have any material credit impact on the...
Fitch: China Power Sector Consolidation to Ease Profit Pressures
Aug 29, 2017 09:30 am UTC| Research & Analysis
Consolidation in Chinas power sector should ease pressure on profitability created by increased competition in recent years, says Fitch Ratings. It is in keeping with the Chinese governments strategy of merging state owned...
FxWirePro: Sterling OTC indications signal Brexit risks mitigated but not eradicated
Aug 29, 2017 07:20 am UTC| Research & Analysis Insights & Views
GBP is the poorest performing major currency this past month as the market flipped the BoE from the vanguard to the rearguard of expected central bank policy normalization (the GBP NEER fell by nearly 3%). The news flow...
FxWirePro: Bullish/bearish scenarios of GBP/JPY and hedging framework
Aug 29, 2017 07:02 am UTC| Research & Analysis Insights & Views
Bearish GBP scenarios: 1) Sub-1% growth as the consumer squeeze is aggravated by falling house prices. 2) Insufficient progress on the Brexit divorce delays the start of talks on a new trade deal beyond...
FxWirePro: GBP and CHF vol spreads for tepid vols
Aug 28, 2017 12:21 pm UTC| Research & Analysis Insights & Views
Over the next few months, GBP is likely to continue trading on the back-foot. Sterling may have cheapened considerably since the Brexit referendum in June 2016, but the sizeable current account deficit remains an albatross...
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