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Financial
Markets Today
ABSTRACT: The Labor Department preliminary Q208 non-farm productivity and unit labor costs report will be released on Friday, 8 August at 08:30EDT (12:30GMT). We expect productivity will increase +2.5...
EuroZone
Today
ABSTRACT: ECB President Trichet's press statement was about as expected -- i.e. he expressed a more downbeat view on growth, while reiterating concern about inflation. The market took it ev...
Fixed Income Today
ABSTRACT: Technically, the Sept 10yr could run into some profit taking just a bit higher at tough resistance from115-28 to the 116-05 congestion area. The 2yr note, which we liked buying in...
US Morning Update
US Treasury Market Update: After rising back over the 4% mark yesterday along with firm equity markets, the 10yr T-note yield is fairly steady so far today at 4.04-05%. The S&P 500 edged up ...
Canadian
Markets Today
ABSTRACT: Finishing off the week on Friday, the July unemployment rate (expect no change following the 6.2% result seen in June) and net change of employment (expect a rebound of 5.0K after ...
Asian
Regional Markets
FX STRATEGY
• Daily insights into the USD/Regionals
ASIA MONITOR
• US – Data preview
FEATURE ARTICLE
SOUTH KOREA – A HIKE IN TIME
• The BoK’s hike, which probably caught roughly half ...
Latam
Markets Today
ABSTRACT: Peru has long been our favorite "defensive" credits within the LATAM debt line-up and the accompanying chart illustrates our reasoning. When matched against Mexico at the long-end...
Today's OPEC Meeting: Another Cut Likely
At today's meeting in Vienna, OPEC is most likely to endorse the previously-agreed-upon 1.0mn bpd cut in its 24.5mn bpd production quota to 23.5m...
South
African FMT
Rand: USD weighing on commodity currencies/high yielders
As predicted yesterday, the ZAR’s bounce-off at 7.25 managed to break above support at 7.39, reinforcing the currency’s bearish tren...
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Eastern
Europe Today
CZECH REPUBLIC - Strategy: Despite strong inflationary pressures, we see the CNB cutting its policy rate today, by 25bps to 3.50%, in order to revive economic growth.
HUNGARY - Strategy: We...
Today's OPEC Meeting: Another Cut Likely
At today's meeting in Vienna, OPEC is most likely to endorse the previously-agreed-upon 1.0mn bpd cut in...
South
African Focus
Rand: USD weighing on commodity currencies/high yielders
As predicted yesterday, the ZAR’s bounce-off at 7.25 managed to break above support at 7.39, reinforcing the currency’s bearish tren...
Credit Derivatives Today New!
ABSTRACT: **AIG’s shock result late Wednesday set the table for a bitter banquet Thursday, and the subsequent news flow did nothing to liven the proceedings. Credit spread aggregates continu...
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