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  • Editor’s Picks / 46 minutes ago

    Twitter's stalled growth stokes concerns

    Reuters
    Twitter reported its first quarter with no growth in users since it went public, stoking fresh concerns on how long it will take for the company to reverse the trend. The stalled growth in the average number of active monthly users came despite a series of changes to make Twitter easier and more engaging. While the company said it is taking additional steps – including launching changes to the timeline of tweets – it told investors not to expect immediate results.
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  • Editor’s Picks / Yesterday at 22:58 GMT

    Best start to the year for Aussie bonds since 1991

    Bloomberg
    Australian bonds are having their best start to a year since the economy was last in recession in 1991 as concerns about Chinese currency devaluations, banking stability and a US economic slowdown drive investors to the safest assets. Candice Zachariahs writes the nation’s benchmark 10-year yield has dropped half a percentage point since December 31 to 2.38% as of 0930 AEDT on Thursday. It sank Tuesday by the most since 2013. Government debt hasn’t had this kind of start to a year since the recession a quarter of a century ago that helped push unemployment to a peak of more than 10% and caused a number of local financial institutions to fail.
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  • Editor’s Picks / Yesterday at 14:34 GMT

    Opec cuts forecasts for rivals in 2016

    CNBC
    The question of whether Opec will budge on its own production remains unsettled – the cartel has certainly made no move in that direction thus far – but a new forecast from the 12-member group sees its rivals' oil output falling over the next 12 months. According to the cartel, non-Opec production is expected to fall by 700,000 barrels/day in 2016, 40,000 b/d less than was called for in Opec's January forecast. The projected decline comes as low oil prices knock shale, tar sands and other such producers out of profitability, particularly in the US and Canada. Opec also noted that "positive projected growth in the US economy and continued healthy growth in the road transportation sector" will likely be reflected by marginally increased demand over the next 11 months.
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  • Article / Yesterday at 13:52 GMT

    Macro Digest: Yellen night – party time or house of horrors?

    Chief Economist & CIO / Saxo Bank
    Denmark
    Yellen will be trying to balance job growth with financial stress, which of course is impossible. Even if she does deliver a very dovish speech (which I don’t expect) the market may ignore her. The risk is that market sells off and retests 1,804.00 in the S&P 500 as the central banks’ place in the limelight is about to turn to dark.
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  • Article / Yesterday at 8:33 GMT

    FX Update: Don’t envy Janet Yellen’s task today

    Head of FX Strategy / Saxo Bank
    Denmark
    FX Update: Don’t envy Janet Yellen’s task today
    The USD weakness broadened yesterday as the market holds its collective breath on what Fed Chair Yellen has in store for us today. It feels like markets are on the edge of the abyss – can Yellen throw the markets a rope or has the Fed lost its mojo like the ECB and BoJ already have?
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