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Market Recap – BOE monetary policy

Throughout 2019, the Bank of England was communicating that the dominant scenario of its monetary policy assumes a Brexit deal. The assumption remained unchanged during the most uncertain periods of the Brexit drama -August and September- driving market participants to believe that an instant adjustment to WTO rules (i.e. hard Brexit) was beyond BOE’s capacity […]

Market Recap – US Government Spending

The UN security council is meeting today. Russia and China propose the lifting of some sanctions on N. Korea. Additionally, China requested to talk over Kashmir and India’s recent decision to lift Kashmir’s autonomous status. Financial markets are mixed. Equties continue rising. EUR, AUD, CAD, CNY are falling. The USA increases its fiscal spending with […]

Will the AUD bullish turn bounce?

 – BoJ Governor Kuroda: ”Virtuous economic cycle working in Japan’s economy; inflation expectations rising from a longer-term view.  CPI is also expected to reach around +2% in 1H of FY2016; timing of hitting +2% inflation target depends on oil. BoJ to continue QQE policy until +2% inflation is stable; will check risks, adjust policy as […]