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  • Squawk / 1 hour ago
    Blogger / MoreLiver's Daily
    Finland
    Thought for the weekend: In US, 90% of non-performing loans have been provisioned or written off. In the euro area, only 50% of NPLs have been dealt with. The US NPL/GDP ratio is around 1%, and the trend is falling. In the euro area, the ratio is 9% and has not peaked. Additionally, there are strong signs that the European NPL-numbers are higher than are currently reported.

    Monitorin the banks and making sure they are well capitalized is the responsibility of the single supervisor - the European Central Bank. It would be interesting to know when the ECB plans to begin enforcing capital requirements properly.
    Read the Squawk
  • 22h
    John Shaw John  Shaw
    China is really slowing. I can see that first hand this week. Real estate is really in the dumpers and a lot of started buildings...
    21h
    fxtime fxtime
    I am still bearish on usdcad but can see what you mean on your chart...it is time for a directional trade with the Loon and we are...
    19h
    mishco mishco
    thx Mike, have a nice weekend
  • Article / Yesterday at 15:00 GMT

    Crude hits a sweet spot while gold looks for support

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Crude hits a sweet spot while gold looks for support
    WTI and Brent crude oil increasingly seem to have found a sweet spot and are struggling to break away from current prices. In WTI crude oil this level is $60, while for Brent crude it is five dollars higher. The stronger dollar this week, meanwhile, is hitting gold prices.
    Read the article
  • Article / Yesterday at 14:12 GMT

    Forget the EU vote...GBP is set for sterling gains against the euro

    Owner / Seven Days Ahead
    United Kingdom
    Forget the EU vote...GBP is set for sterling gains against the euro
    Since the UK's in/out referendum on EU membership is expected in late 2017, we don't think the British pound is currently trading on the probabilities of that event. What will drive GBPEUR instead is the strength of UK growth compared to the Eurozone; the level of UK inflation and what that means for UK monetary policy; and the health of UK public finances.
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  • Calendar event / Yesterday at 12:30 GMT

    CA Monthly GDP

    forecast
    actual
    High GDP, Quarterly
    +0.3%
    -0.6%
    Med Imports, Q/Q
    -0.4%
    Med Exports, Q/Q
    -0.3%
    Med Business Inventories
    11.46B
    Med Domestic Demand, Quarterly
    -0.4%
    Med GDP, Monthly
    +0.2%
    -0.2%
  • Calendar event / Yesterday at 12:30 GMT

    CA Quarterly GDP

    forecast
    actual
    High GDP, Quarterly
    Med Imports, Q/Q
    Med Exports, Q/Q
    Med Business Inventories
    Med Domestic Demand, Quarterly
  • Calendar event / Yesterday at 12:30 GMT

    US 2nd estimate GDP

    forecast
    actual
    Med Corporate Profits
    +3.1%
    Med GDP
    -1%
    -0.7%
    Med Chain-Weighted Price Index
    -0.1%
    -0.1%
    Med PCE Price Index
    -2%
    Med Purchase Price Index
    -1.6%
    Med Real Final Sales
    -1.1%
    Med Core PCE Price Index (Ex Food/Energy)
    +0.8%
    Med Personal Consumption
    +1.8%