Thoughts – Insights

"The Day Today" - 22 July 2016

* New BOE Paper on impact of unconventional policies: “QE interventions played a modest role in stabilising inflation expectations…our findings for other policy interventions were not conclusive” * May and Hollande agree that France/UK Border controls in Calais will persist despite Brexit * House . . . To read this article, please log in or…

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"The Day Today" - 21 July 2016

* RBNZ surprise inter-meeting comment: “At this stage it seems likely that further policy easing will be required to ensure that future average inflation settles near the middle of the target range” * Ted Cruz booed off stage at the Republican Convention after refusing to endorse Trump and instructing Republicans to vote with their conscience…

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"The Day Today" - 20 July 2016

* S&P outlook on Deutsche turns Negative * Turkish Lira falls to lowest level since January * A third of Turks surveyed think Erdogan himself was behind the coup *

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"The Day Today" - 19 July 2016

* RBNZ tightens investor borrowing limits – increases deposit from 30% to 40% * RBA Minutes: Q2 data “consistent with a moderation….inflation was still expected to remain quite low” * Moody’s Puts Turkey

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"The Day Today" - 18 July 2016

* Turkey: “the central bank will provide necessary liquidity to banks without limits” * UK Brexit Minister: “[UK] will keep its access, but whether it keeps tariff-free access is the issue and I think yes, that is what we are aiming for” * BOE dissenter Vlieghe wants extra . . . To read this article,…

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