Currency War Series

Economists expect three rate hikes from Fed this year

Jan 06, 2016 11:39 am UTC| Commentary

The PBoCs lower yuan fix and drop in Chinas composite PMI, upset markets risk sentiment. The emerging markets currencies are dragged down across the board as depreciating yuan is hurting regional confidence. The market...

Fundamental Evaluation Series

Outperforming outlier Germany could pose long term challenge for ECB policy

Jan 06, 2016 11:02 am UTC| Commentary Central Banks

Yesterdays better than employment report from Germany shows it remains an outperforming outlier in Euro Zone. German economy despite facing worst of migrant crisis managed to expand both its manufacturing and services...

Currency War Series

BoC unlikely to tighten policy until at least mid-2017

Jan 06, 2016 10:49 am UTC| Commentary

In order to shield Canadian economy, the Bank of Canada is unlikely to tighten policy until at least mid-2017. When it finally does move, it will raise rates somewhat faster than the Fed. But, at about 100 basis points...

Spain awaits fresh election

Jan 06, 2016 10:37 am UTC| Commentary Politics

Spain likely to see fresh elections in March as political deadlock in the country continues at the national and regional levels. A three-way coalition support including PSOE to safeguard the economic recovery has been...

Bank of Canada likely to lag the Fed

Jan 06, 2016 10:22 am UTC| Commentary

The Bank of Canada is not expected to increase the amount of monetary policy stimulus, unlike the ECB and BoJ."The BoC will still lag the Fed substantially as far as any tightening of monetary policy is concerned. The...

Fed Hike Aftermath Series

Fed likely to begin gradual normalization

Jan 06, 2016 10:19 am UTC| Commentary Central Banks

The overarching investment theme heading into 2016 is the divergence of global monetary policies among major central banks. Ultra-low interest rates alongside substantial amounts of quantitative easing by the Fed, BoE,...

Currency War Series

Speculations rise over further stimulus hint from ECB

Jan 06, 2016 10:14 am UTC| Commentary Digital Currency

After yesterdays preliminary inflation data for December, which fell short of expectations speculations are again fuelling that there could be a stimulus hint from European Central Bank (ECB). According to flash estimate,...