Tag Archives: ECB
UBS Morning Adviser
Whither EURGBP if/when BoE and ECB diverge? The February decisions by the ECB and BoE (next week’s inflation report included) may put
The Global Macro Pulse
FX price action has diverged from equities. AUDUSD has rallied 1.5% from its Asia open in response to the shift by the RBA to neutral from a bias to ease.
ECB Preview: Another refi rate cut
At the ECB meeting last month, Mario Draghi described two scenarios that would lead to action. We saw both of these triggers materialise in January. Therefore, we expect the ECB to ease again on Thursday.
US Morning Update
Broader market conditions were decisively ‘risk-off’ during the London morning, as a meaningful improvement in EM conditions has still failed to materialise.
Euro area: The heat is on the ECB… again
The heat is on the ECB to ease policy again at this week’s meeting. At the January ECB meeting, Mr Draghi identified two triggers that could prompt new monetary easing:
FX Daily
Focus continues to be on emerging markets. Large parts of Asia are closed today due to the Chinese New Year public holiday.
Pressure Must Be Building on ECB Again
Another interest rate cut in Europe could be just around the corner as the risk of deflation rears its ugly head again.
Daily FX Wrap and Strategy
The NZD/USD sits a little lower, at 0.8080, this morning.With its epicentre on emerging markets, risk aversioncontinued to impact on markets on Friday night.
The Week Ahead in FX
In the week ahead, investors will be keenly anticipating Friday’s U.S. nonfarm payrolls report for January after December’s report showed that the economy added far fewer jobs than expected.
Weekly Overview
To help Kiwi businesspeople and householders make informed financial decisions by discussing theeconomy and its implications in a language they can understand.
China: What rebalancing?
The Chinese economy ended 2013 with a real growth rate of 7.7%, the same as in 2012. While this more than met the government’s full-year target of 7.5%, growth was soft by historical standards,
Currency analysis EURUSD
The EUR/USD exchange rate is currently subject to opposing forces. On the one hand, liquidity and improvement with respect to the debt crisis continue to support the euro.