9 March, 2016 by The TZ Newswire Staff Comments Off on China CPI likely to be mild in the months ahead says ANZ
China CPI likely to be mild in the months ahead says ANZ
Chinese inflation data for February (CPI and PPI) is here:
and more on it here
Comments from ANZ:
– Rise in food prices likely to be temporary
– Inflation will remain mild in months ahead
9 March, 2016 by The TZ Newswire Staff Comments Off on China’s Gamblers Ditch The Burst Stock Bubble, Return To Macau’s Casinos
China’s Gamblers Ditch The Burst Stock Bubble, Return To Macau’s Casinos
China’s plunge protection team may be scrambling to prop up the Shanghai Composite for the duration of the People’s Congress, but the moment the NPC is over, the stock “market” goes with it, and the people know it. But now that China has its favorite bubble back – housing – few care: after all the stock bubble was meant purely as a placeholder until houseflipping mania returns.
9 March, 2016 by The TZ Newswire Staff Comments Off on ECB meet today – preview and what to expect for the EUR
ECB meet today – preview and what to expect for the EUR
The European Central Bank meet on monetary policy Thursday 10 March 2016
Preview & EUR outlook from Bank of America / Merrill Lynch
This is via eFX, more bank analysis and trade re commendations there
Ahead of Thursday’s ECB meeting, our call has not substantially changed from four weeks ago. We think moving away from the capital key-which in our view would be
the ideal option-remains politically controversial and would push the
holding threshold beyond 33%. Buying below the deposit rate is the most
technically elegant and least politically sensitive solution and is thus
our baseline.
9 March, 2016 by The TZ Newswire Staff Comments Off on California and Semiconductor Companies Point to Continued Slowdown, Says Leading Economic Forecaster
California and Semiconductor Companies Point to Continued Slowdown, Says Leading Economic Forecaster
Andrew Zatlin, a leading economic forecaster and the head of Moneyball Economics, sees a general slowdown in the world’s largest economy and says California and semiconductor companies are telling a very important story about where things are headed.
9 March, 2016 by The TZ Newswire Staff Comments Off on Global Liquidity Falls to 2008 Crisis Levels
Global Liquidity Falls to 2008 Crisis Levels
One indicator we’ve been tracking regularly on our Bloomberg screens is BofA Merrill Lynch’s Global Liquidity Tracker. As you can see below, it fell into negative territory right as the S&P 500 peaked in 2000 and again in 2007. The latest data point shows that global liquidity…
9 March, 2016 by The TZ Newswire Staff Comments Off on Japan Abe adviser says BOJ probably won’t ease next week
Japan Abe adviser says BOJ probably won’t ease next week
Comments from Etsuro Honda, an adviser to Japanese Prime minister Abe
– Easing to come after BOJ digests reaction to negative rates
– BOJ probably won’t ease further next week
9 March, 2016 by The TZ Newswire Staff Comments Off on Japan Abe adviser says BOJ probably won’t ease next week
Japan Abe adviser says BOJ probably won’t ease next week
Comments from Etsuro Honda, an adviser to Japanese Prime minister Abe
– Easing to come after BOJ digests reaction to negative rates
– BOJ probably won’t ease further next week