Thoughts – Insights

"The Day Today" - 9 September 2016

* ICAEW: UK firms to lower investment next year due to Brexit * City job vacancies up 5% last month * New economist for Office for Budget Responsibility says economic forecasts in general should be taken with “a pinch of salt . . . To read this article, please log in or sign up to one…

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"The Day Today" - 8 September 2016

* Italy considering 50yr bond * Carney defends the 25bp cut, saying he’s “absolutely serene” about the BOE’s assessment of the Brexit vote * UK RICS: Housing market is “settling down . . . To read this article, please log in or sign up to one of our subscription packages. LOG IN SUBSCRIBE

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"The Day Today" - 7 September 2016

* Fed Williams: It “makes sense to get back to a pace of gradual rate increases, preferably sooner rather than later” as the US economy is “in good shape” * Odds of a Sept hike now down to 24% * Fed Lacker writes to Congressmen to warn about making the . . . To read…

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"The Day Today" - 6 September 2016

* British Retail Consortium chief executive: “The fact is that, so far, little has directly changed for the UK’s consumers as a result of the referendum” * Theresa May is considering banning migrants into the UK unless they have a job *

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"The (NFP) Day Today" - 2 Sept 2016

* Fed Mester: a ‘gradual increase’ in rates is ‘pretty compelling’ * As confusion reigns and liquidity declines, the regulator gives banks another month to meet the deadline for margining requirements on OTC swaps * BIS survey shows FX volumes falling but USD share increases;

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