
Fundamental Evaluation Series: USDJPY vs. 2-year yield spread
Aug 17, 2018 08:33 am UTC| Commentary Central Banks
The above chart shows the relation between the 2-year bond spread (U.S. - Japan) and USD/JPY exchange rate. Brief background (2012-2016): This one pair has been at odds with yield divergence throughout early 2016 as...
Norges Bank keeps rates on hold, likely to hike rate in September
Aug 16, 2018 13:11 pm UTC| Commentary Central Banks
The Norwegian central bank met today and kept the interest rates on hold, as anticipated. The Norges Bank also affirmed the signals from the monetary policy report in June. The monetary policy meeting today was an interim...

"It is unnecessary for the PBoC to employ broad-based monetary easing", says ANZ Research
Aug 16, 2018 09:08 am UTC| Commentary Economy Central Banks
According to the latest report from ANZ Research, it is unnecessary for the Peoples Bank of China (PBoC) to employ broad-based monetary easing. We may see marginal tightening in interbank market liquidity conditions and...
FxWirePro: Snippets of PBoC’s actions amid trade tensions and CNY hedging openings
Aug 14, 2018 14:03 pm UTC| Research & Analysis Insights & Views Central Banks
The major Asian currencies seem unchanged today, but significantly weaker in the medium-run, with CNY and KRW leading the way. USDCNY is again approaching 6.90, and the market expects that the PBoC could step into the...

FxWirePro: Bullish/bearish scenarios of EUR/AUD, OTC Outlook and Options Hedging Strategy
Aug 14, 2018 12:54 pm UTC| Research & Analysis Insights & Views Central Banks
BullishEURAUD scenarios: 1) Euro growth rebounds to 2.5-3% by mid-2018; 2) ECB becomes more comfortable with progress on wages and core inflation and softens calendar-based rate guidance 3) The Aussie unemployment...
Is the economy getting stronger? The RBA says 'time will tell'
Aug 13, 2018 14:07 pm UTC| Insights & Views Economy Central Banks
Vital Signs is a regular economic wrap from UNSW economics professor Richard Holden (@profholden). Vital Signs aims to contextualise weekly economic events and cut through the noise of the data affecting global...
Fundamentals to watch out for this week
Aug 13, 2018 11:07 am UTC| Commentary Central Banks
In terms of volatility risks, this week is relatively light, however, there are some scheduled events and data that readers need to keep a tab on. What to watch for over the coming days: Economic data: UK ILO...