10yr UST rates at year end to be unchanged at 2.35%
Aug 06, 2015 04:48 am UTC| Commentary
The forecast for 10y rates at the end of 2015 remains at 2.35%. The forecast is slightly higher than the implied year end forward rate of 2.33%, but lower than the Bloomberg median forecast of 2.52%."A gradual Fed and low...
Asian stocks trade mixed before NFP report
Aug 06, 2015 04:26 am UTC| Commentary
Asian markets were trading in mixed directions on Thursday, with Japan outperforming while Chinese and Australian stocks sank ahead of tomorrows all-important US non-farm payrolls report.Investors got an insight into...
Daily Economic Outlook: 6th August, 2015
Aug 06, 2015 04:18 am UTC| Commentary
Domestic market attention is set to focus on the BoEs policy decision and its revamped policy process, set to coincide with re-emerging fissures in the UK monetary policy debate. The Big Bang at noon of the policy...

The macro outlook should put US rate hikes on the horizon
Aug 06, 2015 04:02 am UTC| Commentary
Greek issues have receded from the headlines, and market focus is expected to return to core worries around the broader global macro outlook. In particular,the USD is expected to move higher as the July 29th FOMC...
NOK on a slippery slope, but is it over?
Aug 06, 2015 03:52 am UTC| Commentary
Commodity currencies are undoubtedly out of favor, and NOK has been feeling the pain since oil prices began their plunge late last year. After a brief respite, oil resumed its downward trend in July as seasonal support...
US service sector activity heats up
Aug 06, 2015 03:37 am UTC| Commentary
There is definitely no summer lull in the U.S. services sector. ISM non-manufacturing report was good news all-around with broad-based gains alongside an impressive headline, which passed the 60-point threshold for the...

Aug 06, 2015 03:33 am UTC| Commentary Central Banks
In an interview yesterday with the Wall Street Journal, Atlanta Fed President Dennis Lockhart gave a very hawkish view of the likely path of FOMC policy. Although speaking for himself and not the FOMC, he said that the bar...