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  • Article / Wednesday at 8:56 GMT

    FX Update: FOMC rate guidance in focus as QT era begins

    Head of FX Strategy / Saxo Bank
    Denmark
    FX Update: FOMC rate guidance in focus as QT era begins
    The Fed will take the notable step of announcing the start of unwinding its enormous balance sheet at today’s meeting, though this has been thoroughly flagged in advance. The bigger question for the market is the degree to which the Fed climbs down from its rate forecasts for a December hike and the hiking path for next year and beyond.
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  • 04 September
    lahla lahla
    "Fed BS unwind leading to a selloff in the bond marekts. " This is a risk for the trade or the opposite.? thank You
  • 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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  • Article / 04 August 2017 at 11:40 GMT

    It's the politics, stupid!

    Head of Trading / The ECU Group plc
    United Kingdom
    It's the politics, stupid!
    Sterling and the UK rate markets were knocked on 'Super Thursday' when the Bank of England underscored the negative economic connotations of the uncertainty of the Brexit talks. As the Brexit debate and Trump shenanigans occupy centre stage, politics are now the core driver of FX markets.
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  • 28 July
    John G Acher John G Acher
    "In the 11 years since 2005, the economy has never had an annual growth rate above 2.7 percent. (...) So do economists really think that 3...
    28 July
    fxtime fxtime
    Good and relevant review...thx for updating. :-)
  • Article / 12 July 2017 at 12:00 GMT

    Binary solution

    Head of Trading / The ECU Group plc
    United Kingdom
    Binary solution
    Although downside risks to the global economy seem to have diminished recently, upside risks have not grown. This backdrop supports a risk-positive, yield-seeking market until inflation (or fiscal stimulus) emerge.
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  • 29 May
    djustoe djustoe
    So with the improvement in earnings, are companies no longer seen to be overvalued using p.e ratios for example?
    29 May
    Georgio Stoev Georgio Stoev
    Despite high valuations, CAPE of SP 500 at 29x, equities can continue to climb. Little bit of exuberance in the late stages of a bull market.