Forex Calendar
The Global Macro Pulse
The USD was broadly stable against major crosses. EUR was unchanged at 1.376 and AUD held in at 0.936. USDJPY rose slightly to 102.05 following a weaker-than-expected Japanese current account release but
UBS Morning Adviser
This move is not over With EURUSD having already shed about 1.2% since Thursday’s ECB press conference,
FX Daily
Today we have a very light calendar in terms of data releases but there are someinteresting central bank speeches. ECB’s Constancio,
FI Eye-Opener: Semi-core meltdown?
Bond yields edged higher on Friday on both sides of the Atlantic, with the ultra-long end of the curve seeing the biggest pressure in the aftermath of a weak 30-year auction in the US last Thursday.
Scandi markets ahead: Swedish CPI and new NGB auction in 10-year segment
The Riksbank has put a lot of focus on inflation. Swedish core inflation is running at0.0%, which is well below the Riksbank’s forecast and way below the 2.0% inflationtarget.
Markets Outlook – Surplus to Requirements
Thursday’s election-year Budget will be the centrepiece of New Zealand’s market week. Sure, the NZ government has signalled restraint.
Weekly Commentary
The March quarter labour market figures confirmed that ahiring spree is under way as the economy gathers steam. But with more and more people being drawn into the work force,
The Week Ahead in FX
In the week ahead, investors will be looking ahead to the BoE’s quarterly inflation report for further indications of the expected course of monetary policy.
Weekly Economic & Financial Commentary
U.S. Review From Bad to Worse: A Contraction in Q1 GDP Growth? · The trade balance data this week, for March, showed that the trade deficit was $40.4 billion,
Daily FX Update
A general sense of risk off, profit taking into the weekend and expectations of June ECB policy action has driven the USD higher, equities lower and the US 10yr yield back down to 2.6%.
Central European Daily
The CNB springs no surprise and speaks of a later exit Lower inflation, higher growth, a later departure from the exchange rate regime,
UBS Morning Adviser
Low US rates & strong fundamentals boosting KRW Continued low US rates have helped EM portfolio flows and have resulted in a resurgence in EM currencies.