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monetary policy

Fixed Income Markets Old Articles

LIBOR on the Rise: The Tale of Two Laws

The past summer has been quite hot: we saw unexpected Brexit, Turkish failed coup, the presidential campaign in the US is on the peak, and EMs are bursting out of inflows. On the backdrop of all these events, one very interesting trend may have left out of the scope of Read more…

By BSIC, 9 years2 October 2016 ago
Macroeconomic Views Markets Old Articles Special Report

BSIC Monetary Policy 101: Fed Hiking Path

Fed hiking path explained

By BSIC, 9 years18 February 2016 ago
Currencies Equity Indices Markets Old Articles Trade Ideas

Abenomics: tracing back the arrows

The purpose of the article is to provide an explanation on the economic policies of the third largest economy in the world. In particular, explanation of Abenomics’ three arrows, their effects on Japanese economy and our view on the next steps that policy makers are likely to undertake. With this Read more…

By BSIC, 10 years7 November 2015 ago
Commodities Currencies Equity Indices Fixed Income Macroeconomic Views Markets Old Articles

MARKET RECAP 21/02/2015

US  Big news has struck the US economy this week and in particular the ones oil-related has had a strong effect on the market. The US economy has been once again the main driver of the fall in oil prices this week as the country’s stockpiles of crude last week Read more…

By BSIC, 10 years21 February 2015 ago
Macroeconomic Views Markets Old Articles

The UK Macro Fundamentals: The devil hides in the details?

The latest weeks have been full of news for the UK economy. Some of the news, like the dovish stance of the Bank of England, were on average expected by the financial markets, whereas others, such as the latest inflation figure of 1.2% for September, were not expected. Actually, the Read more…

By BSIC, 11 years15 November 2014 ago
Currencies Equity Indices Macroeconomic Views Markets Old Articles

MARKET RECAP 01/11/2014

US After turmoil in the recent weeks US equities are back to all-time highs. Very solid data on consumer confidence and a Q3 GDP growth rate print of 3.5%, above a lower forecast of 3%, propelled the S&P 500 to 2018.05. Not even the completion of tapering on Wednesday stopped Read more…

By BSIC, 11 years1 November 2014 ago
Currencies Equity Indices Fixed Income Macroeconomic Views Markets Old Articles Trade Ideas

MARKET RECAP 03/10/2014

US Last week’s losses were followed by some more, as the S&P 500 lost 0.75% to close at 1967.9 and the NASDAQ Composite and DJIA went down 0.81% and 0.6% respectively from their values at the end of last week. Stocks took a beating on Tuesday and Wednesday especially as Read more…

By BSIC, 11 years4 October 2014 ago
Currencies Equity Indices Fixed Income Macroeconomic Views Markets Old Articles Trade Ideas

MARKET RECAP 27/09/2014

US Equity markets in the US lost ground this week, ending short of the fresh highs touched in the previous one. Macroeconomic data came in mixed, as a solid manufacturing PMI and positive data on new home sales on Tuesday and Wednesday were confounded by disappointing durable goods orders and Read more…

By BSIC, 11 years27 September 2014 ago
Currencies Equity Indices Fixed Income Macroeconomic Views Markets Old Articles Trade Ideas

BSIC Market Recap 20|09|2014

US US equities enjoyed significant gains in the week just past us after trading sideways for most of the summer. The S&P 500 was 1.25% above its closing value last Friday, closing now firmly above the 2,000 level at 2,010. The index clocked in its largest gains mid-week, on the Read more…

By BSIC, 11 years20 September 2014 ago
Currencies Equity Indices Fixed Income Markets Old Articles Trade Ideas

BSIC Market Recap 24|05|14

[edmc id=1778][/edmc] US Equities closed at record highs in the week just past us; the S&P 500 in particular closed above 1,900 for the first time, gaining 1.29 percentage points from the week’s open. Such good performance, which was also echoed by the Nasdaq Composite (which retraced some of its Read more…

By BSIC, 11 years24 May 2014 ago
Currencies Equity Indices Fixed Income Markets Old Articles

Draghi’s next move: Running out of choices?

Two days ago, during its regular policy meeting, the ECB left interest rates unchanged and Mario Draghi said the “council was comfortable acting next time.” He signaled that there was a unanimous belief that the current inflation rate of 0.7% is unacceptable. He also stated that the strength of the Read more…

By BSIC, 11 years10 May 2014 ago
Currencies Fixed Income Markets Old Articles

Shadow Banking in China: wounds are yet to come

The Emerging Markets sell-off of late January highlighted the importance of the Chinese economy in the global markets and the instability of its financial sector. China has pulled global growth in the last decade, attracting investments, exporting goods all over the world and financing businesses and governments, especially the US. Read more…

By BSIC, 11 years29 March 2014 ago
Currencies Equity Indices Fixed Income Macroeconomic Views Markets Old Articles Trade Ideas

MARKET RECAP 29|03|14

[edmc id=1641][/edmc] US This week has been full of economic data. The most relevant are the following: – Final GDP growth for 4th 2013 quarter q/q is 2,6%, still mainly driven by inventories. – Flash manufacturing PMI is at 55.5, a bit lower than expectations. However, this suggests a manufacturing Read more…

By BSIC, 11 years29 March 2014 ago
Currencies Equity Indices Fixed Income Long Term Investment Macroeconomic Views Markets Old Articles Trade Ideas

MARKET RECAP 22|03|14

[edmc id=1589] [/edmc] US Another volatile week for the markets and for the U.S. ended on Friday amid concerns over Russia. As was expected, Crimea voted for annexation to Russia on Sunday 16th and this led to further sanctions to a group of Russian wealthy individuals that rattled Russia’s economy Read more…

By BSIC, 11 years22 March 2014 ago
Currencies Equity Indices Fixed Income Macroeconomic Views Markets Old Articles Trade Ideas

BSIC Market Recap 15|03|14

[edmc id=1554][/edmc] U.S. At the end of a week dominated primarily by uncertainty, markets mostly closed in negative territory. Signs of the week that’s past can be clearly seen in the VIX index which has been on a constant hike path since the beginning of 2014. The VIX is seen Read more…

By BSIC, 11 years15 March 2014 ago

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