Hints and tips:
...Steve Englander and John Davies at Standard Chartered believe: “The hawkish risk is that the Fed is insufficiently dovish, and is interpreted as acquiescing to the run-up in rates....
...Steve also reminds us: “The shift in focus to deteriorating Treasury finances in an environment where overseas investors have backed away from the market explains the climb in long-term real yields.”...
...In response to Cyril Ramaphosa’s “Land reform in South Africa is crucial for inclusive growth”, Steve Chandler says: Twenty-five years is no time at all to unravel the complex matrix of inequalities that...
...Steve Baker, a long-time supporter of the think-tank who is now a Brexit minister, has called it the “UK’s leading voice of pragmatic free trade”....
...Even Mr Chandler, for instance, predicts the dollar index will rise towards 120, from its current level of 102....
...It hardly resembles the handful of big, efficient companies that Chandler wrote about....
...Mr Chandler is unconvinced, however....
...The Chilean peso, meanwhile, has retraced its entire November to January sell-off, and the Indonesian rupiah and Malaysian ringgit are back to where they were in October, notes Marc Chandler, global head...
...Marc Chandler, global head of currency strategy at Brown Brothers Harriman, believes this problem may be relatively minor at present but could get a lot worse in the years to come....
...Steve Englander, currencies analyst at Citi, said: “If June is on then the divergence trade can come roaring back.” Reporting by Michael Mackenzie, Rochelle Toplensky and Michael Hunter...
...Others, like South Korea and Taiwan, were aided by a superpower rivalry,” says Mr Chandler. Moreover, there is no universal acceptance that any of these latter countries are developed....
...Chandler, in turn, was friendly with James Bond creator Ian Fleming....
...Mr Chandler offers an interesting postscript to the “peak reserves” debate, however....
...Marc Chandler, global head of currency strategy at Brown Brothers Harriman, who has pointed out that Japan, South Korea, Taiwan, Italy and Germany have all seen exports fall (in value terms) of late despite...
...Since the frenzied days of the 2011-12 debt crisis, “we have all learnt”, adds Marc Chandler, strategist at Brown Brothers Harriman....
...“We suspect that many observers are getting ahead of themselves by placing too much importance on comments from a few regional Fed presidents,” said Marc Chandler, head of currency strategy at Brown Brothers...
...We’re going to be wrong, but we don’t know why yet,” says Marc Chandler, strategist at Brown Brothers Harriman – who nonetheless shares the broad consensus....
...“The market has been very significantly lowballing the timing and speed of US tightening,” said Steve Englander, a strategist at Citigroup....
...“The market is correct in seeing glimmers of hawkishness relative to the past and the absence of new dovish surprises,” said Steve Englander, strategist at Citigroup, while analysts at Morgan Stanley noted...
...“It will be a significant disappointment if the ECB delivers just the 10-15 basis points rate cut that everyone is discussing,” said Steve Englander, Citi strategist....
...In a market where volatility is close to record lows, with most currencies trading within tight ranges, the pound looks “unbeatable”, according to Steve Englander, strategist at Citigroup....
...Steve Englander, strategist at Citigroup, says investors who have lost money are taking a tactical view and closing trades that go against them much more rapidly – even though this can exacerbate problems...
...Many entrepreneurs are famous for dropping out of tertiary programmes: Steve Jobs, Michael Dell and Bill Gates, for example....
...Steve Bell, senior director at the Bipartisan Policy Centre in Washington, estimates the “X-date” will fall between October 23, when a $12bn Social Security payment is due, and November 1, when a slew of...
...rates as a precursor to the death of banking – FT Alphaville World watches as Danes venture below zero – FT Draghi open to negative deposit rate trumps rate cut to drive euro lower – Credit Writedowns (Chandler...
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