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  • Article / 1 hour ago

    Central banks calling: We can beat deflation

    Managing Partner / Spotlight Ideas
    United Kingdom
    Despite the low inflation rates being recorded around the world, it shouldn't be assumed that developed economies are being sucked into a deflationary tailspin. In the developed world, the Eurozone and Japan have been two flat spots and any evidence that growth was starting to power ahead would feed directly into the US economy. The evidence supports the BoJ, but can the ECB - with its QE programme about to begin this month – actually deliver?
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  • Article / 2 hours ago

    Today's Trade: China rate cut to help buyer mood

    Trading Desk / Saxo Capital Markets
    Over the weekend China’s central bank surprised the market with a rate cut, shaving a quarter of a percentage point off benchmark lending and deposit rates. Its Manufacturing PMI also came in at 49.9 versus 49.7 forecast. Locally, markets are expecting early gains, while AUDUSD will remain choppy until tomorrow's Reserve Bank decision on rates.
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  • Article / 3 hours ago

    NPC is a godsend for diehard China bulls … and bears

    Managing Director / Asia-analytica Research
    The much-hyped annual meeting of the Chinese legislature is essentially political theatre – with tightly scripted policy pronouncements that this year are all but certain to reaffirm continued state backing for reform, rebalancing and restructuring. But the typically cryptic language of policy will allow both bulls and bears to each make a different case.
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  • Squawk / Yesterday at 17:37 GMT
    individual Trader
    U.S Stocks ended the month of February with some impressive gains with not much in the last week as markets ended roughly where they started and the U.K's FTSE 100 failing to record a close above the previous week's high though making another record high since Dec. 1999 earlier in the week. Most importantly the German Dax, EuroStoxx50 and Nikkei225 made significant gains all closing the week with new highs after the other with speculators buying whats high than following the 'buy low sell high' cliché. March technically looks Positive to me with a few significant Bullish breaks in the FTSE 100 and strong SPRTS in other Stock Baskets, the sky is the limit.
    #Bullish USDJPY as stocks keep positive and DXY poised to make fresh highs
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  • Calendar event / Friday at 21:16 GMT

    CN Trade

    High Exports YoY % Change
    High Imports YoY % Change
    High Trade Balance
  • Squawk / Friday at 18:04 GMT
    Foreign Hedging - "Another notable trend has been greater FX hedging of EURdenominated investments. Given that FX hedges are typically done over-the-counter, we gauge this dynamic by examining the ETF market. Since the ECB implemented a negative deposit rate, implicitly using EUR as the transmission
    mechanism for monetary policy, foreign investors have
    significantly increased FX-hedged equity investments relative
    to unhedged ones (see Exhibit 6). As long as front-end rates
    trade in the red, foreign investors essentially are paid to
    remove FX risk from their European investments. And
    knowing that the central bank welcomes a significantly weaker
    currency to boost competitiveness and increase imported
    inflation, we expect this hedging to continue." in THE EURO IMITATION GAME by Morgan Stanley (FX Pulse - )
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