Thursday , November 23 2017
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Tag Archives: #central_banks

MACRO VIEW COLUMNS: The Fed Just Said Get Ready for Volatility — in 2020

(Bloomberg) — Traders have become so accustomed to a dovish FOMC, even when it’s tightening policy, that they seem to have forgotten what a hawkish Fed actually looks like. Wednesday’s statement and summary of economic projections offered a reminder, with the crucial 2017 and 2018 dot plot medians remaining unchanged…projecting …

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MACRO VIEW COLUMNS: Short Dollar May Be Gift That’s About to Stop Giving

(Bloomberg) — This year’s simplest and best FX trade — short USD — is running out of gas and consolidation may be just around the corner. There are short-term and long-term factors that warrant a rethink of ultra dollar bearishness. The latest BIS data showed sovereign and corporate borrowers outside the …

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MACRO VIEW COLUMNS: Traders Focus on Fed Dots, But Do They Matter Now?

(Bloomberg) — It’s become fashionable to downplay the balance sheet adjustment set to be announced at Wednesday’s FOMC meeting and instead focus on the economic projections –particularly the infamous “dot plot” of Fed funds rate forecasts. After all, the small reduction to portfolio reinvestment has been well-flagged for what seems …

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THE EUROPE FX/RATES DAYBOOK: FX/RATES DAYBOOK EUROPE: AUD Jumps; BOE Meeting, France CPI Eyed

(Bloomberg) — The Australian dollar surged on strong August employment data, before paring some of the advance as China reported a set of weak economic numbers. The U.S. dollar held on to Wednesday’s gains after Republican leaders said a tax plan from the Trump administration is coming soon. TODAY BOE …

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MACRO VIEW COLUMNS: Sterling Is Looking Vulnerable Into Cautious BOE

(Bloomberg) — Sterling initially rallied in the wake of higher-than-expected August inflation data, but it’s now looking particularly vulnerable to a central bank that’s likely to “see through the data.” Headline CPI in August rose 2.9% year-over-year, beating both the median forecast of 2.8% and the BOE’s projection of around …

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EUROPE DAYBOOK: EUROPEAN DAYBOOK & OVERNIGHT: ECB’s Constancio, U.K. CPI, Bonds

(Bloomberg) — European Central Bank Vice President Vitor Constancio speaks in Frankfurt. U.K. August inflation report due. Germany to issue bonds. WHAT TO WATCH: TOP OVERNIGHT NEWS: May’s Brexit Law Passes Hurdle But Rebels Demand Re-Writes May Asked Trump to Step in Over Boeing and Bombardier Dispute Nordea Denies Customers …

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