PBoC

Five Things the Markets are Talking About: Monday June 25

Five Things the Markets are Talking About: Monday June 25

Recep Erdogan won yesterday’s presidential election after his Justice and Development Party, together with Nationalist Movement Party, grabbed the majority of the seats in the parliament. See how this affected the Turkish lira and other global currencies.

Five Things the Markets are Talking About: Monday, April 16

Five Things the Markets are Talking About: Monday, April 16

Despite geopolitical and Middle East risks the FX market remains somewhat subdued. Nevertheless, with the U.S. pushing its twin deficits up while also increasing interest rates, dollar bears continue to look for selling opportunities.

Five Things the Markets are Talking About: Monday, October 16

Five Things the Markets are Talking About: Monday, October 16

Political uncertainty ensues as an approaching deadline over Catalonia’s bid for independence and Austria’s Sunday election outcome has convinced many to book some profits.

Can Corporates gain from China’s lead role in the Central Banking soap opera?

Can Corporates gain from China’s lead role in the Central Banking soap opera?

China’s changes to the way it calculates the yuan’s daily reference rate is starting to take a positive effect on the market. How can corporates who do business with China benefit from this?

Five Things the Markets are Talking About: Monday October 2

Five Things the Markets are Talking About: Monday October 2

The ‘mighty’ US dollar remains bid as investors contemplate the markets outlook for US tax cuts as well as the chances of a new and potentially less ‘dovish’ Fed Chief.

Five Things the Markets are Talking About: Monday, August 14

Five Things the Markets are Talking About: Monday, August 14

Last week's geopolitical worries sent investors scampering for safe havens. Now, the dollar gains seem capped by the tensions on the Korean peninsula and doubts that the Fed will hike interest rates again this year.

Five Things The Markets Are Talking About: Thursday, April 13

Five Things The Markets Are Talking About: Thursday, April 13

Capital markets were heading into an Easter holiday stupor before President Trump “intentionally” shook things up in a press conference late Wednesday afternoon.

Five Things the Markets Are Talking About: Thursday, March 16

Five Things the Markets Are Talking About: Thursday, March 16

As expected, the Fed raised rates by +25bps, but the outlook of the accompanying statement and Fed Chair Yellen’s press conference was very much less ‘hawkish’ than anticipated.

Five Things The Markets Are Talking About: Monday, March 6

Five Things The Markets Are Talking About: Monday, March 6

With geopolitical risk dominating early trading – North Korea fired four ballistic missiles into nearby waters – this is another busy economic event week.

Five Things The Markets Are Talking About: Monday January 23, 2017

Five Things The Markets Are Talking About: Monday January 23, 2017

The ‘mighty’ U.S. dollar remains under pressure across the board since Trump’s inauguration speech on Friday still did not provide investors with clarity on his tax reform and fiscal spending plans – the speech reiterated protectionism, a word that global investors fear.

Five Things The Markets Are Talking About: Thursday January 5, 2017

Five Things The Markets Are Talking About: Thursday January 5, 2017

Fed minutes released yesterday revealed that apart from a unanimous agreement to raise interest rates for the first time in a decade last month, the committee expressed concerns as to the results of future Trump policies, with a view to maintain a “wait-and-see approach.”

Five Things The Markets Are Talking About: Thursday December 15th, 2016

Five Things The Markets Are Talking About: Thursday December 15th, 2016

The Fed did not surprise, they did what was expected of them on the headline, but it’s their foresight that has capital markets wildly gyrating.

The big takeaway from yesterday’s FOMC meeting is the increase in the pace of tightening that’s been signaled for next year. Policy members voted unanimously to raise its target for the fed funds rate up +0.25% to +0.5%- 0.75%.

Five Things The Markets Are Talking About: Monday September 12, 2016

Five Things The Markets Are Talking About: Monday September 12, 2016

This month, the market has and will be focusing on Tier 1 central banks for direction (to come BoE, SNB, BoJ and Fed). To date, despite the “lower for longer” mantra across the board, it’s been the rhetoric that’s managed to jolt the various asset classes from their slumber.

Five Things The Markets Are Talking About: Thursday September 8, 2016

Five Things The Markets Are Talking About: Thursday September 8, 2016

Today is D-day for the European Central Bank (ECB).

Market consensus does not expect euro policy makers to deliver a new round of stimulus this morning. Nevertheless, officials are expected to release a new raft of economic forecasts, which should help provide the market with further clues on how much stimulus the ECB is likely to deliver in the future.

Five Things The Markets Are Talking About: Thursday August 25, 2016

Five Things The Markets Are Talking About: Thursday August 25, 2016

Currently, the Fed is saying one thing, but the market is trading on something else. Recent official rhetoric expects a rate increase sometime this year, but the U.S yield curve is not pricing that in at the moment.