Oct 11, 2015 21:47 pm UTC| Commentary Central Banks
USDAsia crosses have pulled back sharply over the past week, following a disappointing US payrolls report, FOMC minutes signaling patience, and continued recovery in risky assets. YTD underperformers such as IDR and MYR...
Swedish inflation the next focus point for the Riksbank
Oct 11, 2015 21:25 pm UTC| Commentary
Swedish inflation (Tuesday) and the release of TNS Sifo Prospera inflation expectations report (Wednesday) will likely steer price action for the SEK this week. CPIF is expected to have increased 0.95% y/y (consensus: 0.9%...
Back to data watching as we await the 30 October BoJ
Oct 11, 2015 21:05 pm UTC| Commentary Central Banks
The Bank of Japan (BoJ) kept its monetary policy unchanged last week despite some market speculations for a surprise early action. Their inaction and relatively optimistic statements resulted in a rather limited reaction...
US data watched closely to assess loss in momentum
Oct 11, 2015 20:47 pm UTC| Commentary
Market participants will be looking for clues about the US growth outlook after a series of weak data, including the disappointing employment report, point towards a loss in momentum. Recent data have weighed on the...
Euro area data to confirm moderate activity and very low inflation
Oct 11, 2015 20:28 pm UTC| Commentary
Euro area data this week should confirm the status quo - moderate activity and extremely low inflation. IP (Wednesday) is expected to decline 0.5% m/m in August (consensus: -0.5%) and final September CPI headline and core...
Domestic data to confirm BoE's cautious stance
Oct 11, 2015 20:23 pm UTC| Commentary Central Banks
UK CPI inflation (Tuesday) is expected to show a print of -0.1% m/m (consensus 0.0% m/m) in September, following a flat reading in August. On Wednesday, labour market data will be released. Unemployment in August is...

U.S. growth outlook still intact
Oct 11, 2015 11:50 am UTC| Commentary
The discrepancy between market expectations for interest rate hikes and the messaging from Federal Reserve officials continued last week. Last weeks payroll report seemed to confirm market anxiety about the strength of the...