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LONGER TERM THEMATIC RESEARCH
Bank of Canada Follows Big Hawkish Step With Small Dovish One
December 05, 2018 / David Sloan
After taking a significant step in a hawkish direction in October, the Bank of Canada (BoC) has taken a moderate step back in December. This leaves a rate hike in January dependent on subsequent developments, particularly in global trade and oil. The BoC still sees rates moving to neutral, but the pace is uncertain.
Signal From the U.S. Treasury Curve? Pick Your End-Points
December 06, 2018 / Kevin Harris
Inversion at the front of the U.S. yield curve is not a reliable recession indicator. Tens aren't inverted against twos or bills, so no recession signal yet.
Cheap UK Equities Still Unattractive Due to Rising Risks
November 26, 2018 / Mike Gallagher, Andrew Wroblewski
With the EU summit having approved the UK withdrawal deal, focus now turns to the meaningful vote in the UK parliament expected on December 12. Investors are asking whether the time could arrive to go overweight UK equities.
SHORTER TERM TACTICAL RESEARCH
Implications of U.S. November Employment: Details Consitently Show Moderate Slowing
December 07, 2018 / David SloanNovember's non-farm payroll is consistent with an economy losing some momentum, but not necessarily by any more than the Fed expects.
FX Weekly Outlook & Strategy, December 10-14
December 07, 2018 / Paul BednarczykTrade wars still the biggest weight on sentiment as data takes a back seat. More central bank meetings with the SNB, ECB and Norges Bank all on hold.
Latest Research
Emerging Europe Closing Summary and Highlights 11 Dec
16 minutes ago / Juri Kren
Psychology/Strategy for Emerging Europe
16 minutes ago / Juri Kren
Emerging EMEA Daily Outlook & Strategy for 12 Dec
16 minutes ago / Juri Kren
Chart USD/JPY Update: Slowly higher
29 minutes ago / Nicholas Rose
Bonds Daily Outlook & Strategy, APAC, 12 Dec
31 minutes ago / Ben Levett
Latam What to Watch - December 12
33 minutes ago / Pedro Tuesta
EUR/GBP, GBP/USD Flows: GBP fall on reports of a Conservative leadership election
49 minutes ago / David Sloan
Chart GBP/USD Update: Rally has faded
56 minutes ago / Nicholas Rose
Chart EUR/USD Update: Extending pullback from 1.1450~
1 hour ago / Mike Macdonald
Chart Mar Eurobobl Update: Limited gains - lower later
1 hour ago / Mike Macdonald
Eurozone Chart CAC 40 Update: Focus on a 4750, 4900 range
1 hour ago / Nicholas Rose
Eurozone Yield Curves and Spreads [EU]
1 hour ago / Rebecca Humphry
Chart USD/TRY Update: Consolidating
1 hour ago / Mike Macdonald
Peru Oct Trade Balance USD -190 mn (Prev: 397)
1 hour ago / Pedro Tuesta
Asia Global Backdrop 12th December
1 hour ago / Adrian Schmidt