Market Overview

The first two days of the week haven’t been startling but they have provided one or two surprises amid the general build up to a larger move. We’re getting very much closer to a more...

Resource investors, take note: By 2025, just 10 years from now, energy consumption in Asia will increase a whopping 31 percent. A whole two-thirds of that demand, driven largely by China and India,...

A trifecta of misses in Tuesday's U.S. economic releases may not be a game-changer in Thursday's Fed decision because the game is already “unchanged”. The September Empire Fed survey...

There’s an old saying, "If you have no expectations, you'll never be disappointed.” Some might even suggest it's universal wisdom – a tenet that neither leads one astray nor fools...

Ahead of Thursday’s announcement from the Federal Reserve, focus has remained on Australasia and Asia with news from Australia, Japan and China all impacting world markets.The most significant...

Last week’s forecast of “rapidly rising risk” of a global recession from Citigroup’s chief global economist, William Buiter, is attracting attention, which isn’t...

Market BriefUSD/JPY was trading substantially higher in early Asian session amid speculations concerning the expansion on the quantitative easing program by the Bank of Japan. However, Governor Kuroda...

Buy SGBi3107 and sell SGBi3102 in a BEI flattener@ 42.5bp. P/L: 20bp/60bp. 1m Carry -6bp. We have argued on a few occasions that the Riksbank can impact inflation short term through the exchange rate....

After the European wheat harvest, attention turns to the Australian wheat output, with the risk of dry El Niño weather approaching in the coming months.The spread between CBOT wheat and Matiff...

The following are the expectations for today's BoJ meeting as provided by the economists at 12 major banks and some thoughts on the JPY into the event as provided by the FX strategists at these...

Shanghai Composite tumbles on decreasing volume Continued fall in Indian inflation may prompt rate cut Brazil struggling with elevated debt levels Once again we begin with China where the Shanghai...

As we approach Thursday, many traders and investors will now be working through their minds and penning scenarios for this much anticipated Federal Funds Rate decision.Although a lot of trading is...

Currency traders are hesitant to make any major trades before the FOMC monetary policy statement on Thursday. Nearly a decade has passed since the U.S. Central Bank has raised its benchmark interest...

The Finnish economic outlook has weakened once again. GDP growth of 0.2% in Q2 was the slowest among euro area economies. Exports are taking longer than expected to resume growth and rising...