Possibility of further easing by BOJ dwindles
May 11, 2015 12:31 pm UTC| Insights & Views
Bank of Japan (BOJ) as of October 31st 2014, purchasing assets at rate of 80 trillion per annum in a bid to recover the economy back to inflationary trajectory. BOJ governor Kuroda has insisted that he stands ready to...

Bunds’ historic move warns of similar move elsewhere
May 11, 2015 12:04 pm UTC| Insights & Views
Movement in Eurozone sovereign yields especially the volatility in German bunds warn of similar movement in similar crowded trades in other asset class. Chart courtesy Morgan Stanley and Bloomberg via Mike...

Brent drops, no ease in supply at sight
May 11, 2015 11:35 am UTC| Insights & Views
Brent has been taking hit from sellers after price reached highest level this year around $70/barrel. However it is being sold off since then. Several developments regarding oil market - Saudi Arabia led coalition and...
Pound’s bull run still robust among G10 currencies
May 11, 2015 11:14 am UTC| Insights & Views
It seems that election driven news have released some sort of relief and propelled GBP 1 to 3% higher against major G10 and Emerging Market currencies at the end of last week. We dont yet see any harm to GBP and uptrend is...
Deflation to Reflation – stages of movement
May 11, 2015 10:44 am UTC| Insights & Views
Recent rise in commodity prices and bond yields across the world suggest that fear over deflation may have finally subsiding and we might be moving to an era of reflation. Probable path of moving from deflationary fear to...
Dollar struggles in G7 bloc, hedge non directional projections
May 11, 2015 10:29 am UTC| Insights & Views
Weak Q1 GDP: GDP in this duration was quite weaker despite the transitory factors at play and the Q2 bounce is looking quite timid. Q1 annualized GDP was expected to be weak. Heading into the number, our-own and the...

May 11, 2015 10:08 am UTC| Insights & Views
German bunds are experiencing heavy volatility and swings especially since last few weeks. German 10 year bund is trading at 0.58% as of now. On April 17th 10 year yield reached 0.05% pushing yield curve into negative...