Global Reflation Series

Global Reflation Series

FxWirePro: Pound may end its longest consecutive rise in 10 months

Mar 08, 2016 07:03 am UTC| Commentary

Short covering, broad based weakness in Dollar and risk affinity that has so far boosted GBP/USD, may lose its steam going ahead. Todays release of weaker than expected trade balance and worst slump in Chinas exports...

Global Reflation Series

Bearish outlook for Gilts in 2016

Feb 18, 2016 11:29 am UTC| Insights & Views

At European leaders meeting on February 18th and 19th, there is scope for an agreement to be reached over the renegotiated terms of Britains EU membership, clearing the way for a referendum in June. If the UK were to...

Global Reflation Series

Any supply/demand mismatch effect of ECB's QE expansion likely to come beforehand

Oct 09, 2015 05:37 am UTC| Commentary

The impact of ECB making the existing QE programme more expansive on Bund yields, should be through the reflationary effect, especially if risky asset and oil prices stabilise/move higher and this should put upward...

Global Reflation Series

Japan needs expansion of nominal GDP through reflationary policies

Sep 29, 2015 04:40 am UTC| Commentary Economy

The original goal of Abenomics was to expand nominal GDP through reflationary policies, as it perceived shrinking nominal GDP to be the largest problem facing the Japanese economy. This policy is leading Japan in the right...

Global Reflation Series

Japan's Q3 GDP growth likely positive, economic sentiment firm but real economy and inflation weak

Aug 18, 2015 11:36 am UTC| Insights & Views

Japans economy contracted by 0.4% Q/Q in Q2 in "real" or inflation-adjusted terms, while on annual terms it fell 1.6 per cent, less than the 2.2 per cent fall expected, data released on Monday showed. While the drop was...

Global Reflation Series

Japan's economy likely at start of full scale reflation

Aug 17, 2015 05:18 am UTC| Commentary Economy

Due to the fall in oil prices, Japans CPI has stalled, while wages have been increasing since the start of the new fiscal year in April. As a result, real household income is recovering and consumer sentiment is now...

Global Reflation Series

Disinflation still remains rampant across Euro zone

Jul 16, 2015 10:41 am UTC| Insights & Views

In spite of European Central Banks (ECB) sincerest efforts disinflation and threat of deflation still remains rampant across Euro zone, which is hiding behind headline positive inflation report. In June European monetary...