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  • Article / 27 February 2018 at 0:20 GMT

    Central bank inflation scorecards will be marked this week

    Managing Director / Technical Research Limited
    New Zealand
    Central bank inflation scorecards will be marked this week
    The end of the month is when any progress in meeting central bank inflation goals is revealed. Inflation remains stubbornly low in Europe, the US and Japan, as data releases will show. Meanwhile the relationship between forex rates and interest rate differentials has broken down – for the moment.
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    28 February
    Treve Treve
    Nice Max!
  • Article / 23 January 2018 at 23:56 GMT

    Dissenter at Bank of Japan calls for more easing

    Managing Director / Technical Research Limited
    New Zealand
    Dissenter at Bank of Japan calls for more easing
    The Bank of Japan says “developments in prices continue to warrant careful attention”. This doesn’t sound like it's ready to take their foot off the accelerator any time soon. If anything, more easing could be on the cards
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  • Article / 05 January 2018 at 1:02 GMT

    USD traders ignore rate differentials and look over the rainbow

    Managing Director / Technical Research Limited
    New Zealand
    USD traders ignore rate differentials and look over the rainbow
    Inflation has been moribund in the US, the Eurozone and Japan, so why has the US dollar been singled out and sold off? And why have bullish views about USD proven to be so wide of the mark, especially given US rate rises, tax cuts and GDP growth? Max McKegg explores these questions in this analysis.
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    05 January
    Kashif khawja Kashif khawja
    Appreciate this food for thought. I will appreciate your comments as to how unexpected market shocks can shatter this scenario.
  • 1y
    Patto Patto
    The traditionalists on the FOMC (like Yellen) will be aware of the signalling power of the yield curve. But it is a long way from inverting, which...
    1y
    Treve Treve
    “This time it’s different” – the most dangerous phrase in a trader’s vocabulary.
    1y
    Max McKegg Max McKegg
    Both fair comments. The FOMC may well feel no need for immediate concern but it’s a large Committee and there will be different points of view. Besides,...
  • Article / 07 February 2017 at 6:00 GMT

    3 Numbers: German industrial output on the up and up

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: German industrial output on the up and up
    German industrial might is now recording its third straight month of growth. In the US, there are signs that job openings may have reached their peak, but the uptrend in employment remains. Meanwhile, Japan's 10-year bond rate is at its highest level in more than a year - can the central bank commit to maintaining the 0% target?
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  • 1y
    Patto Patto
    An astute reading of the situation Max..........
    1y
    Max McKegg Max McKegg
    Thanks
    1y
    bvlaerhoven bvlaerhoven
    well said Max and absolutely something we should keep in mind. Big moves in USDJPY coming rather sooner than later i think.
  • Squawk / 11 September 2016 at 15:35 GMT
    Chief Economist & CIO / Saxo Bank
    Denmark
    Sunday Macro

    What you need to know:

    3. ) Yield curve moved up - which is anti-QE and what central banks now want - in order to stop bleeding banks dry of earnings...

    Market is saturated with QE, flattening
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