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I posted earlier on JPM on the yuan:BNP have a similar view on a lower RMB, saying it'll keep falling:“Ultimately it depends on the yield difference between US and China, and we’re witnessing a nearly record widening of nominal rates differential.”and“We don’t think...
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This snippet via Mizuho on the Australian dollar. In a (very) brief summary of the piece:China Woes: The sheer magnitude of balance sheet and cash-flow shocks mean stimulus, including rate cuts are mere signals not solutions.Especially as further property sector and...
China imposed roughly US$1.5 mn in financial penalties on the Beijing arm of Mintz Group for allegedly conducting unapproved statistical work.The info comes from a Wall Street Journal (gated) report, in brief:Beijing Municipal Bureau of Statistics said Mintz’s Beijing...
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives,...
China Securities Daily with the opinion piece saying banks may hurry along cuts to existing mortgage rates. Seems a little far-fetched to expect too much on this. Yesterday the People's Bank of China left the 5 year LPR unchanged. This is the rate that mortgage rates...
People's Bank of China set the onshore yuan (CNY) reference rate for the trading session ahead.USD/CNY is the onshore yuan. Its permitted to trade plus or minus 2% from this daily reference rate.CNH is the offshore yuan. USD /CNH has no restrictions on its trading...
Analysts at JP Morgan remain bearish on the RMB:“The fundamental case for additional yuan weakness remains very much intact.” “We see the dollar-yuan uptrend as durable, but recent events are a reminder that authorities will periodically try to disrupt one way...
The soft tweak to monetary policy at its previous meeting saw the bank allow the 10 year to rise above its previous 0.5% cap. The new line in the sand is 1%. We are not close to that. Yet. USD/JPY is not far from its recent high, no jawboning from Japan as yet either....
People's Bank of China USD/CNY reference rate is due around 0115 GMT.The People's Bank of China (PBOC), China's central bank , is responsible for setting the daily midpoint of the yuan (also known as renminbi or RMB). The PBOC follows a managed floating exchange rate...
In summary from J.P. Morgan's proprietary AI quant model latest:Corporate sentiment is weak overall given financial conditions, aggregate sentiment QSI score for the S&P 500 at the 32.7th percentile The QSI on Federal Reserve monetary policy is at a multi-year low...
Australian Weekly ANZ Roy Morgan Consumer Confidence survey comes in at a still very weak level, and down from last week. ANZ comment: Confidence fell 2.4pts, perhaps on AUD weakness. Household inflation expectations jumped to 5.5% from 5.2% the week before.MoneyMaker...
The two-horse race for the 2024 US Presidential election is Biden vs. Trump.Former President Trump is well in front of other Republican candidates and it seems their best chance is if he ends up convicted and in jail. CNN reports Trump plans to turn himself in at...
Via a note from analysts at KiwiBank, their outlook for the Reserve Bank of New Zealand.In (very) brief summary from the note:The RBNZ ... cash rate was left unchanged at 5.5%.The OCR track however was more hawkish than we had hoped. We were surprised to see the...
This snippet from UBS on yesterday's disappointment from the People's Bank of China:China cut its one year loan prime rate, but less than markets had anticipated. For those bewildered by the plethora of policy tweaks in China, it is best to look at the bigger picture....
A handy snapshot summary from ANZ on oil supply:signs of supply tightness easingIraq’s oil minister, Hayyan Abdul Ghani, is reported to be planning the resumption of oil exports through the Ceyhan terminal. Output has been curtailed by a dispute over payments between...
A snippet projection from UBS on the benchmark S&P500 index.Analysts at the bank's base case forecast for the index is to 4,500 in December 2023 and then 4,700 in June 2024. Citing:second-quarter reporting season likely marked the trough in year-over-year earnings...
Federal Open Market Committee (FOMC) Chair Powell is speaking this week at the Kansas Fed's Jackson Hole symposium.Previews posted:Previewing the week ahead in financial markets. TL;DR version is NVDA earnings vs. PowellGoldman Sachs is not expecting a strong signal...
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives,...
The start to the trading week was void of any economic news (or central bank comments for that matter) in the US session. The Jackson Hole Summit later this week, will provide the fireworks with Chair Powell's speech scheduled for Friday at 10:05 AM ET, highlighting...