Tag Archives: ECB
The Week Ahead in FX
In the week ahead, investors will be focusing on Friday’s U.S. nonfarm payrolls report for November, amid expectations that the Federal Reserve will start to
Weekly Forex Report
US data continue to be encouraging Despite quite resilient US data, showing only mild negative effects from the partial government shutdown in October,
Morning FX Market Commentary
Euro stays well supported after German CPI data On Thursday, EUR/USD held close to the 1.36 mark as a rebound in German inflation questioned the room for more ECB easing.
US Morning Update
We continue to look for opportunities to sell EURUSD on rallies between 1.3540 and 1.3570, particularly with USDJPY still comfortably above the 101.00 mark.
FI Viewpoint: xCcy basis swap monitor
In this note, we look into recent development on the xCcy basis swap markets. The focus is tilted towards scandi currencies.
Weekly Forex Report
Why did gold rally in the first place? The first question that springs to mind when contemplating gold is what exactly are we buying?
European FI Strategy – The heat is on
Market talk To QE or not to QE, the question for the Fed, and soon maybe the ECB…
Riksbank weakens SEK
Last week we published our latest edition of SEK Views, in which we raised our December EUR/SEK forecast to 9.05, mainly because we now expect the Riksbank to lower interest rates.
New Financial Forecasts
Norway: We expect Norges Bank to cut rates by two times 25bp next summer. There will however not be any such signals at the upcoming MPC meeting in December.
FX Viewpoint: let it flow
“Confidence leaves on horseback, but returns on foot” – Dutch proverb Listening to ECB’s Mersch last Friday, I got the impression that further ECB measures are not imminent and the outright QE, hinted by Praet last week, while legally possible, is not on the cards.
US Morning Update
Major Overnight Headlines German Q3 GDP in-line at 0.6% QoQ, intra-Euro Area trade flows a net drag on growth
ECB Survey of Professional Forecasters
Inflation: In the October ECB Survey of Professional Forecasters (SPF), results imply inflation expectations of 1.4%, 1.5% and 1.6% for 2013, 2014 and 2015 respectively.