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Tag Archives: world news
A look at 2016
As the world’s biggest economy lifts off from ZIRP, the rest of the world looks on with bated breath. EMs like India and Indonesia have been egging the Fed to do it so as to reduce market uncertainty, while others … Continue reading
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Tagged 2016, bank of england, bank of japan, Business, china, ecb meeting, economics, finance, macro, world news
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FOMC: Will the dots matter?
On Wednesday, Janet Yellen will announce whether they will hike rates for the first time in a decade. Widely seen as a ‘done-deal’, Bloomberg is suggesting a 83% chance of a quarter-point rate hike. If you think the dollar will rally immediately post-rate hike … Continue reading
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Tagged dotplot, dots, economics, fed, finance, fomc, janet yellen, macro, rate hike, world news
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Draghi Drama
We all know that QE does not stop at one. Japan has done two since Abe took over, UK twice, US thrice, and so on. Sweden, Denmark and Switzerland also did the unconventional by cutting their headline rates to negative … Continue reading
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Tagged Business, draghi, ecb meeting, economics, euro, finance, macro, world news
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China’s SDR Inclusion
The IMF will announce its decision to include the RMB to the SDR basket next Monday, with the street unanimously expecting it to be included with no conditions attached. Two interesting things so far: USDCNY FX Spot and Forward USDCNY … Continue reading
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Tagged Business, economics, finance, forex, macro, renminbi, world news
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No easing from BoJ
GDP came up earlier this week with a print of -0.8% (est. -0.2), bringing Japan to its second technical recession since 3Q 2014. Just when Japan’s Lost Decade looks set to continue, the BoJ is meeting tomorrow for their Monetary … Continue reading
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Tagged bank of japan, Business, economics, finance, macro, shinzo abe, world news
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India: Bihar Elections
I found it hard to write this week as it is week 14 and it is a relatively quiet week. But Bihar shocking elections created some buzz which was followed by some interesting price action. Personally, India has been an … Continue reading
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Tagged bihar election, Business, economics, finance, india, macro, oil, world news
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Fedspeak and Payroll-Friday
Much has been said about the potential rate hike decision on 16 December. Yet, the market remains widely divided. As of writing, the Fed Funds Futures is implying a 54% chance of a Dec hike. Market participants will be closely … Continue reading
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Tagged Business, economics, euro, fedspeak, finance, janet yellen, macro, world news
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Navigating uncertainty in Japan
Kuroda and his team is set to meet this Friday for its monetary policy meeting. Half the street expects them to launch a renewed policy bazooka, partly because Kuroda is almost certain to lower his unrealistic economic forecasts through the … Continue reading
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Tagged bank of japan, Business, economics, finance, macro, world news
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Preview: ECB Policy Meeting
What can ECB do? Cut Depo Facility Rate (Interest on excess reserves-equivalent) Depo rate is already at -20 bps currently and that means cutting will further bring rates into negative territory. Also a lot of talks have been that there … Continue reading
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