Fed tightening cycles are widely seen as bad news for EM Markets
Dec 14, 2015 16:28 pm UTC| Commentary Central Banks
Higher interest rates from the Fed need not be bad news for EM. After all, the Fed initiates a tightening cycle because it views the US economy strong enough to cope. Moreover, the Fed has been warming up for this...

FED liftoff series – expected hike path
Dec 14, 2015 16:15 pm UTC| Commentary Central Banks
The event the world has been awaiting, preparing and speculating for is finally approaching - meeting by US Federal Reserve, in which US interest rates will finally rise from their zero bound. Market is now pricing 72%...

FED liftoff series – good or bad for equities?
Dec 14, 2015 16:08 pm UTC| Commentary Central Banks
The event the world has been awaiting, preparing and speculating for is finally approaching - meeting by US Federal Reserve, in which US interest rates will finally rise from their zero bound. Market is now pricing 72%...

BOE hike path is underestimated, according to deputy governor
Dec 14, 2015 13:12 pm UTC| Commentary Central Banks
Market might be underestimating Bank of Englands (BOE) policymakers zeal to hike interest rates and market might be too dovish in their expectations of the path of hike, according BOE deputy governor, Minouche Shafik, at...

Dollar’s longs reflecting desperate gains upon Yellen’s move
Dec 14, 2015 12:42 pm UTC| Insights & Views Central Banks
The large majority of price sensitive market participants still seem to be betting on USD longs. However, these only have a reasonable risk reward profile medium term. I doubt that nobody will square their USD-long...

Low CEE inflation supports accommodative monetary policy
Dec 14, 2015 11:44 am UTC| Commentary Central Banks
On 11 December 2015, the Bank of Russia decided to keep the key rate at 11.00 percent per annum, in recognition of growing inflation risks, but the risks of economic cooling remain. The bank estimates annual pace of...

PBoC strikes a chord again – Is Fed likely to discount FX war?
Dec 14, 2015 10:56 am UTC| Insights & Views Central Banks
The focus for this week would be apart from the Fed meeting the main movers this week will be: US CPI (Tuesday) German ZEW (Tuesday) Euro Flash PMI (Wednesday) German Ifo (Thursday). Focus would remain to...
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