Thoughts – Insights

"The End of" - 2015 Day Today 31 December 2015

* Perma-bear changes his stripes this year: Ambrose Evans-Pritchard ‘The world’s political and economic order is stronger than it looks’ * IMF Lagarde disagrees: world growth will be “disappointing and uneven” * ECB Constancio: I . . . To read this article, please log in or sign up to one of our subscription packages. LOG…

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"The Day Today" - 30 December 2015

* China replaces the chief of its FX regulator SAFE * China suspends some foreign banks from conducting cross-border FX business * PBOC Chief Economist warns against . . . To read this article, please log in or sign up to one of our subscription packages. LOG IN SUBSCRIBE

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"The (Xmas Eve) Day Today" - 24 December 2015

* BOJ Kuroda: “QQE has clearly led Japanese businesses and households away from the deflationary mindset that proved so paralyzing for so long… I do not personally subscribe to the secular stagnation hypothesis” * US banks face tougher stress tests next year because of their exposure to oil * Spain’s Socialists

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"The Day Today" - 23 December 2015

* Larry Summers still pushing his secular stagnation theme with this in the FT, arguing there’s a two-thirds chance we will see zero or negative rates within 5 years * Record high temperatures in December have left the UK with the highest stocks of oil for five years as Europe-bound fuel tankers are . ….

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"The Day Today" - 22 December 2015

* Fed Lockhart: “The rate of rising interest rates will be more like every other meeting” * BlackRock, PIMCO, JPM all still like Eurozone periphery debt for 2016 * UK Consumer Confidence has been positive all year for the . . . To read this article, please log in or sign up to one of…

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