Thoughts – Insights

"The Day Today" - 6 April 2016

* Ex BOJ Iwata says they may hit limit on bond purchases in 2017, and on interest rates: “As for how low is appropriate, minus 0.7 percent, or if you want to have some room, it would be around a negative 1 percent…. “If they don’t cut to that level, there would be a risk for…

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"The Day Today" - 5 April 2016

* Brexit: Support for “Remain” edges higher, even during the period of Brussels terror attacks and the Tata steelworks closure. Election guru Lynton Crosby argues that ‘the outcome of the referendum will hinge on which side can better turnout their supporters’ * Basel Committee on Banking Supervision argues back against those who want . ….

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"The April Fools’ Day Today" - 1 April 2016

* UK records its worst peacetime current account deficit * Fed’s Dudley: “I agree with everything she said” [yes, that’s Janet Yellen he’s referring to] * Fed’s Lockhart: “I do not expect 4 increases . . . To read this article, please log in or sign up to one of our subscription packages. LOG IN…

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"The Day Today" - 31 March 2016

* Bonds are off to their best annual start since 1996 * The Federal Reserve’s own measure of unemployment is higher than the official stats, at 5.8% * Boeing plans to cut up to 8,000 jobs *

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"The Day Today" - 30 March 2016

* Oil workers still have stability in China * WSJ’s take on the Conservative Party divisions: “The Real Tory Trouble” * Tata said to plan sale of entire UK steel business *

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