Aug 29, 2017 12:14 pm UTC| Research & Analysis Insights & Views Central Banks
EURUSD has risen above 1.20 for the first time since January 5, 2015. The combination of ECB-induced EUR strength and substantial headwinds for the USD in the coming weeks pushes EURUSD higher. In the aftermath of the...

Aug 29, 2017 11:56 am UTC| Research & Analysis Insights & Views
On the supply side, we see limited scope for further supply disruptions this year. Double-digit price appreciations in some of the metals in the last month and a half also represent signs of potentially larger production...
Aug 29, 2017 11:10 am UTC| Research & Analysis Insights & Views
Finally, Silvers modest underperformance relative to gold has caused us to slightly cut our silver forecasts for the remainder of 2017 and 2018. Through the end of 2017, we see prices fundamentally moving lower in turn...

FxWirePro: Sterling OTC indications signal Brexit risks mitigated but not eradicated
Aug 29, 2017 07:20 am UTC| Research & Analysis Insights & Views
GBP is the poorest performing major currency this past month as the market flipped the BoE from the vanguard to the rearguard of expected central bank policy normalization (the GBP NEER fell by nearly 3%). The news flow...

FxWirePro: Bullish/bearish scenarios of GBP/JPY and hedging framework
Aug 29, 2017 07:02 am UTC| Research & Analysis Insights & Views
Bearish GBP scenarios: 1) Sub-1% growth as the consumer squeeze is aggravated by falling house prices. 2) Insufficient progress on the Brexit divorce delays the start of talks on a new trade deal beyond...

Why investor-driven urban density is inevitably linked to disadvantage
Aug 28, 2017 15:53 pm UTC| Insights & Views Economy
The densification of Australian cities has been heralded as a boon for housing choice and diversity. The up-beat promotion of the swing to urban living by one of Australias leading developer lobby groups epitomises the...
Banks shouldn't underestimate the risk of concentration in the housing market
Aug 28, 2017 15:48 pm UTC| Insights & Views Economy
The view of Australian banks on the risk that mortgage stress poses to our economy and the banks own viability is worrying. Shayne Elliott, CEO of ANZ Bank commented in this weeks Four Corners report: The reality is...