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The speech by Christopher Kent, Assistant Governor (Financial Markets) at the Reserve Bank of Australia is titled "Channels of Transmission' (link to full text)He doesn't sound keen on further rate hikes. The headlines indicate a slew of reasons for further rate hikes...
The Tuesday news from the US featured this:Timiraos: Higher long-end yields likely to extend Fed pauseIn which WSJ Fed whisperer Nick Timiraos said that the run-up in long-term interest rates might substitute for a further central bank rate hike:A sustained rise in...
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...
US September is PPI due on Wednesday at 8.30am US Eastern time.I posted a preview yesterday:The consensus expected can be seen in the screenshot below. As for the ranges of estimates for the 'ex food & energy:for the m/m the range of estimates spans from 0.1% to...
DB says that inflationary pressure is receding:central bank tighteningsupply chain pressures have diminished commodity price inflation has subsidedBut, say the analysts, now is not the time to become complacent, urging caution. Outlining 4 reasons to be wary of an...
Reuters Tankan is a monthly survey that seeks to track the Bank of Japan's tankan quarterly survey Japan manufacturers index +4 in October, unchanged from SeptemberNon-manufacturers index +24 in October vs +23 in September Manufacturers January index seen at +5,...
Head of Specialized Strategies at J.P. Morgan Private Bank spoke in a CNBC interview.In brief:positive outlook for earnings ... could cause new highs by the middle of 2024“We think we bottomed out last quarter, we began to re-accelerate, and the fundamental story is a...
Did she not get the memo?Daly speaking Decline in goods inflation has been an easy win, and not largely due to the Fed's rate hikesJust starting to see improvement in non-housing services inflation, need more of itWe have more work to do, inflation is still highFed...
The Bank of Japan is considering raising its inflation outlook for the current business year to next March, from 2.5% at present to near 3%.That's the report in Japanese media, Kyodo, the item cited "sources close to the matter":upward revision would reflect price...
Justin caught wind of this on Tuesday ICYMI:The gist of this is that China is considering new stimulus and higher deficit to meet its annual growth target. Chinese authorityes mulling the issuance of at least CNY1 trillion ($137.1 billion) of additional sovereign debt...
> EU gives Musk 24 hours to respond about Israel-Hamas war misinformation and violence on X <!--> --> <!--> --> Info via CNBC:Thierry Breton, the European commissioner for the internal market, said in a letter addressed to Musk on Tuesday that his...
JP Morgan says that while in the current environment, uncertainty is high, war in Israel is unlikely to disrupt oil supplies.The 'but' is:"There has been no immediate impact on current global oil production ... supply could be disrupted if the U.S. were strictly to...
Legendary hedge fund founder Paul Tudor Jones spoke with CNBC on Tuesday. Sounding notes of caution. In brief:“It’s a really challenging time to want to be an equity investor and in U.S. stocks right now,”“You’ve got the geopolitical uncertainty" (says this creates...
Via a note from DB favouring equities into next year. Analysts at the bank say their base case is no recession in the EUR zone.DB favour European stocks over US.In brief:"We anticipated weaker growth, disappointing beats in earnings and disappointing central bank...
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,...
Yields have come off since the weekend with the horrific events in Israel prompting a move to US Treasuries:But are nevertheless at lofty levels. This summary of MUFG remarks is via the folks at eFX. For bank trade ideas, check out eFX Plus.Synopsis: MUFG observes...
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 major stock indices are closing higher for the 2nd consecutive day this week, and the 3rd consecutive day overall. The gains were led by the NASDAQ and S&P index which each rose over 0.5% today (but near the middle of the day's trading range)The closing levels...
Markets:Gold down $1 to $1859US 10-year yields down 12.9 bps to 4.65%WTI crude down 59-cents to $85.79S&P 500 up 0.6%GBP leads, JPY lagsThe levers that are driving markets remain elusive and that was especially true today on a day that didn't have any real...
USDJPY trades back below the 100 hour MA. Bearish.The USDJPY moved higher into the US session today, and in the process moved between the 100-hour MA (blue line at 148.83) and the 200-hour MA (green line at 149.129). The high price reached 149.09 which was just above...