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  • 10h
    opportunist opportunist
    So let's see what impact on mainly export data it will have for U.S., Eurozone, Japan, South Korea.
    Commodity exporters will probably enjoy capital inflow from China -...
  • Article / 28 April 2016 at 13:00 GMT

    Goldilocks and the three currency bears

    Head of Trading / The ECU Group plc
    United Kingdom
    Goldilocks and the three currency bears
    The US Federal Reserve, the Reserve Bank of New Zealand and the Bank of Japan all judged that the current growth and inflation backdrop is neither too hot, nor too cold. Their inaction reinforces a picture of central banks increasingly reaching the limits of monetary policy and of currencies playing a growing (if unspoken) role.
    Read the article
    28 April
    JakubSzalaFX JakubSzalaFX
    "through this low growth may well be above the current "potential growth""

    Interesting how the economy structure has changed after the crisis.

    Growth trend smoothing, due to unconventional...
  • Article / 26 April 2016 at 13:24 GMT

    Daily Shot: Aggressive BoJ action could sting massive JPY longs

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Aggressive BoJ action could sting massive JPY longs
    The Bank of Japan has a range of tools at its disposal when its policymakers meet on Thursday, and the bank is likely to act as inflation expectations have dropped. Aggressive BoJ easing action could prove painful for holders of a massive net long position in JPY. In the FX markets,the euro looks too expensive based on the rate differentials and the US dollar undervalued for the same reason.
    Read the article
  • 17 April
    Andrey Popov Andrey Popov
    Very sound analysis. Nadia, what do you estimate will be the impact of this meeting on oil price? Also, when do you think CBR will start decreasing...
    18 April
    Nadia Kazakova Nadia Kazakova
    Hello, so far the impact on the oil price seems is relatively muted, I expected more of a drop in the oil price. There is still a...
    18 April
    Nadia Kazakova Nadia Kazakova
    Mind you, there are still 10 days before the rate decision, and it is long time for the markets
  • Editor’s Picks / 01 April 2016 at 9:24 GMT

    UK vulnerable to Brexit shock as deficit low unveiled

    The Telegraph
    Britain's current account deficit is at its worst since 1772, excluding war-time, leaving the economy desperately exposed to a Brexit shock, warns Ambrose Evans-Pritchard. The reliance on foreign capital to fund consumption may have worked rather well, but that could all change if a vote to leave the European Union on June 23 wins the day. The UK is evidently a nation living beyond its means with £58 billion spend beyond earnings slated for 2016 and if there is an exodus of foreign money, that could see sterling slip disastrously.
    Read article on The Telegraph
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  • 17 March
    reliablemandate reliablemandate
    This comment has been redacted
    18 March
    Adam Courtenay Adam Courtenay
    I had no idea that Ireland had enjoyed this kind of growth. I'd be interested to know if this is reflected in the stockmarket at all?
    18 March
    Martin O'Rourke Martin O'Rourke
    This is the ISEQ chart which covers the top 20 in Ireland as listed in London.
  • Article / 26 February 2016 at 12:15 GMT

    Russia picks wrong time to tap bond market

    Russia oil and gas expert
    United Kingdom
    Russia picks wrong time to tap bond market
    The Russian finance ministry painted itself into a corner with the idea of launching a new sovereign eurobond issue while Russia remains subject to international sanctions over the Ukraine conflict. If the $3 billion placement goes ahead, it might attract hot money, but at a price. A better strategy would be to come back to international markets once the sanctions are lifted.
    Read the article
    26 February
    Nadia Kazakova Nadia Kazakova
    Hi Stephen, I think Russian administration still believes that the oil price will rebound at some point this year. Hence, they are muddling through at the moment,...
    26 February
    Nadia Kazakova Nadia Kazakova
    Hi fxtime, In terms of trust, I agree, Russia would need to win it back. Not sure the current administration is fully aware that it is seen...
    26 February
    fxtime fxtime
    Since TNK-BP days I have kept funds away from Russia and i doubt I will be the only trader with this viewpoint. Greece is generally regarded the...
  • Article / 24 February 2016 at 12:17 GMT

    Greece cancels 2012 IMF bailout programme

    Managing Partner / Spotlight Group
    United Kingdom
    Greece cancels 2012 IMF bailout programme
    Greece is trying to dictate terms to its creditors again by asking for an IMF bailout programme agreed in 2012 to be scrapped just a month before it is scheduled to expire. The move comes even as Greece has signalled a request for a new arrangement and despite failure to live up to its earlier bailout requirements, such as pension reform.
    Read the article
    24 February
    HaythamSabry HaythamSabry
    many thanks, I'm short :)
    24 February
    HaythamSabry HaythamSabry
    What happened?
    24 February
    Stephen Pope Stephen Pope
    I suppose a knee jerk reaction on this news...

    US new home sales sank from a 10-month high in January, boosting concern over the health of the housing...