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  • Article / Thursday at 12:19 GMT

    UK rates too low and GBP significantly undervalued

    Head of Trading / The ECU Group plc
    United Kingdom
    UK rates too low and GBP significantly undervalued
    UK economic data have been encouraging, and the 'peak uncertainty' in business investment may be behind us. We continue to see an impending sharp pivot for inflation, economic sentiment, monetary policy expectations and ultimately currency valuations, as discussed recently. UK rates are too low and sterling undervalued, according to our view of the economy.
    Read the article
  • Calendar event / Thursday at 1:30 GMT

    AU Labour Force

    forecast
    actual
    High Unemployment Rate-SA
    5.6%
    5.6%
    High Employment-SA, M/M
    +20000
    +27900
    Med Full-Time Workers-SA, M/M
    -20300
    Med Participation Rate-SA
    65%
    65.1%
    Med Hours Worked-Aggregate-SA, M/M
    -14.4M
    Med Part-Time Workers-SA, M/M
    +48200
  • Calendar event / Wednesday at 8:30 GMT

    GB UK monthly unemployment figures

    forecast
    actual
    High Jobless Claimants % of Workforce
    2.3%
    High Jobless Claimants-Adj
    -4200
    Med Avg Earnings Ex-Bonuses, 3-Mo
    +2%
    +2.1%
    Med Unemployment Rate, 3-Mo
    4.5%
    4.4%
    Med Unemployment, Net Chg, 3-Mo
    -57000
  • Article / Tuesday at 12:08 GMT

    Constructive ambiguity?

    Head of Trading / The ECU Group plc
    United Kingdom
    Constructive ambiguity?
    The British government's preparations for withdrawing from the European Union have entered a new phase, marked by the steady release of papers outlining a 'new deep and special partnership the UK wants to build with the EU'. If that reduces the uncertainty around the UK's Brexit negotiating position, it could have big implications.
    Read the article
  • Article / 11 August 2017 at 15:12 GMT

    In FX, if it hurts, you're losing

    FX Trade Strategist / www.Loonieviews.net
    Canada
    In FX, if it hurts, you're losing
    US president Donald Trump turned what would have been dull, dog days of an August trading week into a lively affair that sparked widespread risk aversion and got a whole bunch of people googling Guam.
    Read the article
    11 August
    usxau usxau
    I hear you both loud and clear! LOL
    11 August
    Michael O'Neill Michael O'Neill
    Yea but you are a bike racer. So obviously you are already fit. The pain is just to remind you what not-so-fit people have to endure.,...
    11 August
    fxtime fxtime
    ex racer and no longer fit :-(
  • Article / 10 August 2017 at 12:13 GMT

    Mexican standoff

    Head of Trading / The ECU Group plc
    United Kingdom
    Mexican standoff
    An increasing conflict between tight labour markets and low wages is among the factors leading us to anticipate a potentially acute pivot for currencies (and stocks). In this Mexican standoff, firms are keeping wages at levels that do not attract new workers at the desired pace. But watch out for a sharp pivot in the US dollar and the pound sterling if employers blink first on wages.
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