Month: April 2018

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  ANZ on Leveraged and Real Money FX Positioning

  ANZ's look at the weekly US Commodity Futures Trading Commission (CFTC) data is a little different to what you'll find elsewhere: Summary of the latest report[...]
  2018-04-03 07:25:07

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  Australia - CBA / Markit manufacturing PMI for March: 54.3 (prior 55.6)

  A slip lower from the CBA PMI, in contrast to the jump in AiG's PMI earlier today 54.3 in March (lowest since sept September of[...]
  2018-04-03 07:25:07

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  China's CASS researchers project 2018 Q1 GDP growth at 6.8%

  Shanghai Securities News with the piece from China Academy Academy of Social Sciences (CASS), via Bloomberg  Add that growth in exports, industrial production may slow[...]
  2018-04-03 07:25:07

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  KPMG say that a global trade war would be worse than 2009 global recession

  From the Australian Financial Review today  - A global trade war would be worse than many imagine - tipping much of Europe, the UK and[...]
  2018-04-03 07:25:07

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  South Korean finance ministry official hints on KRW intervention

  Unnamed official on the forex moves in the KRW - Closely monitoring FX moves in the won  - No change in stance that authorities will[...]
  2018-04-03 07:25:07

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  RBA meet next week - Reuters poll show 'on hold' expected

  Reserve Bank of Australia meet Tuesday April 3, a quick preview of what is expected via Reuters polling of 30 analysts - 29 expect on[...]
  2018-04-03 07:17:13

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  Riksbank's Skingsley says it's natural to raise rates before ECB

  Swedish CB deputy governor interview with DI 28 March No rush there then. - not worried about overheating tendencies Nothing new here from Skingsley who[...]
  2018-04-03 07:17:13

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  Kuroda says BOJ will continue powerful monetary easing persistently

  BOJ governor Kuroda speaking in parliament 28 March - commitment is important to increase effect of policy - BOJ has taken appropriate action at appropriate[...]
  2018-04-03 07:17:13

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  Latest BOE Agents Summary notes weaker retail sales, subdued HPI and modest labour cost growth

  The Bank of England have published their latest Agents report 28 March - Robust growth in goods exports had tightened capacity and, together with improving[...]
  2018-04-03 07:17:13

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• 
  SNB's Maechler says CHF still highly valued and even somewhat stronger in recent months

  Swiss National Bank governing board member in interview with Handelszeitung So that will be the concern over USDCHF falls that I've been banging on about[...]
  2018-04-03 07:17:13

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