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LONGER TERM THEMATIC RESEARCH
U.S. Shutdown: Longer We Go, Slower We Grow
January 16, 2019 / David Sloan
Should the U.S. government shutdown persist through Q1, a near-flat quarter for GDP growth could result. It seems unlikely that the standoff will persist for that long, but the path to a resolution remains unclear.
Eurozone: Underlying Inflation Refuses to Rise
January 09, 2019 / Andrew Wroblewski, Lars Lundqvist
ECB frustration with underlying Eurozone (EZ) inflation refusing to move toward the 2% target is increasingly clear to the extent that policy makers have recently suggested that the recent modest rise in wages has not spilled over into consumer prices because companies have absorbed the higher costs into their profit margins. This hardly-convincing line of argument is being undermined further by the unfolding drop in energy prices and the lack of any sign of emerging price pressures in the pipeline.
View Change: Moving Fed Hikes Back in Time
January 10, 2019 / Kevin Harris, David Sloan
We are changing our forecast of the timing of Federal Reserve rate hikes this year, while leaving the year-end fed funds rate forecast unchanged.
SHORTER TERM TACTICAL RESEARCH
Chart EUR/NOK Update: Upside Open Off Last Week's Base
January 14, 2019 / Nicholas RoseAlthough a firm start was sold sharply back, the reaction has been held above Friday's value.
Asia Daily Outlook / Strategy - 15 January 2019
January 14, 2019 / Darren AwThe week kicked off with Asia FX incurring some losses, with IDR (-0.65%) the biggest loser.
Argentina Flows: Announcement of BCRA Intervention Takes ARS Back to 37.19, Still Far From the No Intervention Band
January 14, 2019 / Priscila RobledoWith the currency opening the day much stronger than the lower bound of the no-intervention zone (set today at 37.451), the BCRA has announced an auction to buy USD50 billion.
Latest Research
Latam Foreign Exchange and Interest Rate Forecasts
1 day ago / Pedro Tuesta
Latam Summary & Highlights January 18.
1 day ago / Pedro Tuesta
Markets Overview Now! (Asia)
1 day ago / David Sloan
Asian Markets Now! (Global)
1 day ago / Jeff Ng
Emerging Markets Now! (Global)
1 day ago / Juri Kren
FX & Money Markets Now! (Asia)
1 day ago / Adrian Schmidt
US North American Summary and Highlights 18 Jan
1 day ago / David Sloan
Preview: due 22 Jan - Canada Nov Manufacturing Shipments
1 day ago / David Sloan
Preview: due 22 Jan - US Dec Existing Home Sales
1 day ago / David Sloan
Latam Psychology/Strategy January 22 - 25
1 day ago / Pedro Tuesta
Latam Weekly Outlook for January 22 - 25
1 day ago / Pedro Tuesta
Latam What to Watch: January 22 - 25
1 day ago / Pedro Tuesta
Psychology/Strategy for major markets today
1 day ago / David Sloan
Eurozone Weekly Supply Preview: Supply turning heavy amid large further 10y issuance expected and lack of cash-flows until month-end
1 day ago / Gianluca Ziglio
Preview: due 1 Feb - US Jan ISM manufacturing index
1 day ago / David Sloan