Polish CPI likely to reach a trough

Mar 13, 2015 06:42 am UTC| Commentary

The Central Statistical Office will publish its CPI figures for Feb, and also therevised data for January, based on the new CPI basket.The lower weighting of the food component in the CPI basket creates the possibility...

Czech retail sales likely to have remained solid at the beginning of this year

Mar 13, 2015 06:36 am UTC| Commentary

The Consumer confidence has continued to improve in the Czech Republic, having moved into positive territory in November 2014 and reaching a new peak not seen since March 2007.The willingness to spend is mainly supported...

FX Market Review: RBC Capital Markets

Mar 13, 2015 06:07 am UTC| Commentary

Excerpts from RBC Capital Market Review ReportEUR: The ECBs Coeure said overnight that the ECB would continue to buy ~3bn of assets every day and that the euro economy is at the beginning of a virtuous cycle. Schaeuble...

India's underlying inflation remains soft

Mar 13, 2015 05:59 am UTC| Commentary

Indias February CPI inflation remains benign as expected. Despite a minor m/m uptick, softness in inflation remains broad-based with price rises in most of the major components such as food (6.8% y/y), housing (5.0%) and...

Daily Economic Outlook- Lloyds Bank

Mar 13, 2015 05:54 am UTC| Commentary

Views from Lloyds Bank The domestic focus for the day will come from official estimates of UK construction output in January. Despite an estimated 2.1% contraction in activity in 2014 Q4, the more solid tone of recent...

UST flattening will likely persist

Mar 13, 2015 05:47 am UTC| Commentary

The Fed is expected to maintain its tightening bias in the near term and that the short end of the UST yield curve therefore faces upward pressure, while concerns about disinflation keep the long end of the curve low.This...

Spread curves of fundamentally weaker China property bonds likely to flatten off

Mar 13, 2015 05:41 am UTC| Commentary

In the China property space, fundamentally weaker bonds have relatively steep5Y/10Y curves, while stronger credits have fairly flat spread curves.For example, the BBB-rated GRNLGR bond trades at a bid Z-spread differential...