BoJ’s 2% inflation target could take a long time to achieve
Aug 10, 2015 17:37 pm UTC| Commentary
The market is doubtful about whether the Bank of Japans 2% inflation target will be achievable around the first half of fiscal 2016. The key factors that determine CPI are aggregate wages (domestic pressure), US CPI...

Commodity prices tumble In July
Aug 10, 2015 16:49 pm UTC| Commentary
After a quiet couple of months, commodity prices moved back into the spotlight, with several prices plunging. Oil, industrial and precious metals prices in particular were hit hard over the last month, with most reaching...

A less inflationary pork cycle in China
Aug 10, 2015 16:01 pm UTC| Commentary
The infamous pork cycle is heating up again, pork prices in the CPI basket have risen 17.4% since May and were up 16.7% yoy in July, which accounted for half of the headline CPI reading of 1.6% yoy. The current cycle is...
Fed’s LMCI continues to advance in July
Aug 10, 2015 15:31 pm UTC| Commentary
The Federal Reserves Labor Market Conditions Index (LMCI) rose 1.1 points in July, the third consecutive monthly increase for the index and a reflection of sustained and broad based labor market improvement early in Q3....
Polish Zloty:1-3 Month Outlook
Aug 10, 2015 12:28 pm UTC| Commentary
Polands headline inflation increased to -0.8% in June from -0.9% in previous month. In its Financial Stability Report - July 2015, NBP cited that this deflationary environment is rather transitory, attributing it to lower...
USDJPY soars, nears ¥125 again
Aug 10, 2015 11:23 am UTC| Commentary
The greenback was winning on Friday and pushed the yen into defence as bulls were active after Fridays break. Fridays dip was quickly bought and the pair accelerated around 60 pips higher on Friday to 124.70, with appetite...
CFTC Speculators FX Positioning as at 04th August, 2015
Aug 10, 2015 11:18 am UTC| Commentary
EUR shorts lengthened last week to their highest levels since early June. A better tone in many EM currencies suggested that confidence in the carry trade may have picked up last week. "However, given Chinese growth...