Forex Calendar
Markets Outlook – Business Outlook “Actually” Stronger in March
This afternoon’s ANZ business survey registered a slight decline in its headline confidence – to +67.3, from +70.8 in February. However, we judge an increase in seasonally adjusted terms – to +68.9,
Australian Markets Weekly – RBA $A jawboning not particularly useful
The main event this week will be Tuesday’s RBA Boardmeeting. They will keep their cash rate target at 2½% at themeeting but there will be interest in the accompanyingStatement.
Weekly Commentary
Last week’s data has emphasised one of the importantthemes in the NZ growth story; that the current pickupin growth has become increasingly broad based.
The Week Ahead in FX
In the week ahead, investors will be looking to Friday’s U.S. nonfarm payrolls report for March for further indications on the strength of the labor market,
Weekly Economic & Financial Commentary
U.S. Review Hanging in There · Stronger consumer spending on services led the third estimate of
Daily FX Update
Speculation is rising that China is on the verge of stimulative policies to support growth; while next week holds significant risk in releases and central bank policy.
US Morning Update
EUR or USD strength is a necessitating component of commodity bloc weakness, but neither showed any signs of returning during the London morning.
Central European Daily
Hopes for ECB easing boost currencies in Central Europe S&P welcomes improving Hungarian fundamentals While the CNB Board meeting brought virtually no market impulses for the Czech currency,
The Global Macro Pulse
AUD and NZD rose strongly on the open, the former hit a high of 0.929 and the later surged to 0.869. Both have since retraced to 0.926 and 0.867 respectively.
FX Daily
In Europe, preliminary March HICP inflation data from Spain and Germany aredue today. This will give us the first indication on the important euro-area inflationfor March to
UBS Morning Adviser
Glass is edging towards half full for Norges, but nothing more The krone’s robust performance on Thursday suggests the market believe Norges’ narrative is
FI Eye-Opener: Edging closer to deflation?
Bonds continued to rally yesterday. The German 10-year benchmark yield fell another 3bp to around 1.54%, already close to the March low of some 1.50%. The US 10-year yield retreated by around a bp.