• Tax reform – the central theme of the market discussions

    What’s interesting about the natural disasters impact on the economy, is the fact that it is kind of a stimulating shock how the economic agents adjust to it. As mostly price increase occurs.

  • Is the US inflation expectations getting worse?

    The spokesman for the Chicago Federal Reserve Bank, Charles Evans, said on Wednesday that he was concerned about the drop in inflation expectations in the US and urged the regulator to respond by raising the inflation bar in the economic forecasts.

  • Dollar froze ahead of the tax reforms

    The drop with Dollar is likely limited, because of the uncertainty regarding the tax plans. Regardless, the Bond markets seem to be giving up.

  • Some insight on NFP and FED meeting

    After all the natural disasters happening, it became clear that the US economic picture in the medium term is distorted and blurred. Which shows that the principle of “data-dependence” in FED’s policy will not be relevant.

  • The US economy is ready for a strong NFP report

    The dollar took an offensive position on Wednesday, as investors waited for bullish comments from the FED. Meanwhile the New Zealand Dollar has been saved by a strong labor market report.

  • Will Draghi choose the cautions approach?

    The Central Bank plans to announce an asset purchase program cut at today’s meeting and any deviation from the most likely scenario (€ 30bn, 9 months) could potentially cause volatility in the markets, particularly affecting the European currency and German bonds.

  • Japan is not ready for a change

    The Japanese Yen fell sharply on Monday, and the stock market is in better shape in more than 20 years, as Sunday’s elections did not alter political landscape of the country.

  • Republicans won in the US Senate

    The Dollar continues to alternate offensive with short-term corrections. The latest spurt can be attributed to the positive news from the US Senate, where Republicans managed to agree on budget estimates for 2018.

  • Is Draghi trying to avoid talking about the markets?

    Despite the EBC October meeting being the main denominator whether the politics will be curtailed or not, Draghi tries to dismiss the importance of the event.

  • Is Yellen no longer interested in the markets?

    The Oil prices jumped on Monday, as the US government troops entered the city of Kirkuk controlled by the Kurdistan, which caused a decline in production.

  • Fed Official Says Divergence in Inflation Expectations Looks ‘Ominous’

    The US currency paused its rally after the President of the Federal Reserve of Dallas Robert Kaplan

  • Dollar is ready to for the NFP report

    The weighted average index of the Dollar jumped almost to the 94.00 level and we have brought out some of the main reasons why this happened.

  • Will the ECB Minutes solve the Euro´s controversy?

    The world indices are descending from record highs, while the European investors are tensely waiting for the ECB meeting protocol to get more information about the regulator’s intentions to curtail the monetary stimulus.

  • Will the uncertainty within FED be resolved?

    FED preparing for the future leadership shifts within the organization and this is putting some pressure on the Dollar. The current favourite has not been the happiest with the banks’ practices.

  • Is Trump pushing the budget deficit boundaries?

    On Wednesday, Trump presented a bill in which he proposed significant tax breaks for both individuals and legal entities. The reform implies a reduction in income and corporate taxes, as well as the abolition of certain tax benefits.