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  • 3y
    Stephen Pope Stephen Pope
    There are few certainties in life...especially in financial affairs, however, a pass by the Fed seems highly probable.

    Yellen is locked into being data dependent, therefore, to hike...
    3y
    Michael S. McKenna Michael S. McKenna
    I agree, Stephen – particularly given the shakiness seen in US equities of late, I cannot see the Fed risking a pronounced correction in exchange for a...
    3y
    fxtime fxtime
    The Feds mandate does not permit any influence to national presidency election results and must remain neutral.....I cannot see how Yellen and her merry team can do...
  • 3y
    Patto Patto
    Max, as the RBNZ is so committed to an exchange rate path, do you think there's a chance they will intervene in the FX market, if for...
    3y
    Max McKegg Max McKegg
    Can never say Never but doubt it anytime soon !
    3y
    abach abach
    Good analysis. I only disagree with the forecast that commodity prices will be strong. In this environment of decreasing demand and consumption globally this is not what...
  • Article / 17 August 2016 at 2:17 GMT

    Kiwi dollar strength continues to defy RBNZ strategy

    Managing Director / Technical Research Limited
    New Zealand
    Kiwi dollar strength continues to defy RBNZ strategy
    Events are conspiring against the RBNZ in its attempt to lower the exchange rate. Dairy prices are rebounding, global bond yield yields remain at rock bottom and hopes the US Federal Reserve will ride to the rescue with rate hikes are fading.
    Read the article
    3y
    Allied Allied
    I agree that they could do Intervention but it wouldn't work and be short lived. It creates the chance that real money is waiting on (buying dips)...
    3y
    Patto Patto
    Previous interventions by the RBNZ (a couple of years ago) were successful for a while - and costly for traders who were long NZDUSD at the time....
    3y
    vyacheslav111 vyacheslav111
    Can I buy it now NZD/USD and stop 0.7129?
  • Squawk / 01 March 2016 at 12:37 GMT
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    Portugal
    "Carlsberg is behind in digital, it will cost to catch-up
    Carlsberg has noted that the group is behind in digital presence. This is evidenced when comparing the Facebook 'like' presence of the flagship Carlsberg brand against that of the Heineken brand – on either an absolute or volume-relative basis. We compare A&P spending more closely in the margin section." UBS
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  • Squawk / 01 March 2016 at 12:36 GMT
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    Portugal
    "Recent European Nielsen data (off-trade volume and sales) indicates that Heineken continues to perform well in Western Europe – a key market for the premiumisation strategy given aging demographics and limited pricing power. Heineken's sales growth in the last 12 weeks has been +3.6% vs the market overall +1.9% and Heineken has gained share in the last 4 weeks as well as over the last 52 weeks. Carlsberg in contrast has lost share over all three period, in the last 12 weeks sales were -3.8%. " UBS
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  • Squawk / 01 March 2016 at 12:35 GMT
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    Portugal
    "Heineken best-placed for 2016, reiterate Buy; Carlsberg downgrade to Sell (from Neutral) " UBS « "We continue to believe Heineken's category exposure is the most attractive within the global brewers given it has the highest exposure to premium beer, cider and low/no alcohol categories. These categories over the long term offer stronger volume growth, higher price/mix and better margins than mainstream lager. Furthermore the flagship Heineken brand is the largest global brand by volume with well-established brand equity (see below for global Facebook 'like' comparisons) which allows Heineken to more easily penetrate new markets. "
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  • Editor’s Picks / 15 February 2016 at 10:25 GMT

    Portfolio kaput? Drown your sorrows in Lehman Brothers Whiskey

    Yahoo Finance
    The once mighty Wall Street firm whose collapse kicked off the 2008 financial crisis is back — as a whiskey. London entrepreneur James Green worked with distillers in South Carolina and Scotland to create three different blends so people can taste the story of the biggest bankruptcy in US history, reports Yahoo Finance. "'Snapfire' is a young, spicy whiskey, meant to evoke the financial system's collapse. 'Ashes of Disaster' is smokier, and in the words of Green, has 'a contrite, bereft peatiness.' The third spirit, 'Evergreen,' has 'notes of optimism' and represents rebirth," Yahoo Finance says. Barclays, which bought part of Lehman, fought unsuccessfully to stop the whiskey from hitting the market. The whiskey maker's attorney said Barclays let the trademark on the Lehman Brothers name expire. "Who knows, if Lehman Brothers Whiskey takes off, you might soon be ordering Enron Vodka or Bear Stearns Beer at a watering hole near you," Yahoo says.
    Read article on Yahoo Finance
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  • Article / 16 December 2015 at 0:56 GMT

    NZDUSD primed for action ahead of Fed meeting

    Managing Director / Technical Research Limited
    New Zealand
    NZDUSD primed for action ahead of Fed meeting
    Clearly the biggest influence on NZDUSD over the next 24 hours will be the US rate decision, but a couple of hours later we will get an update on New Zealand’s economic growth - and it's humming along, suggesting some form of resilience for the NZD.
    Read the article
    4y
    Treve Treve
    well written and informative!
    3y
    tradingwithapro tradingwithapro
    This comment has been redacted
    3y
    Patto Patto
    I agree Max. Just as the Kiwi rallied when the RBNZ cut rates last week, the USD will sell off after the fed hikes. Strange but true.................