Thoughts – Insights

"The Day Today" - 19 Feb 2016

* BOE don’t agree with market pricing: – Weale: “I would be surprised if people had to wait as long as markets are currently implying” – Cunliffe: “I can’t see anything in the economic news over the last three-to-four weeks that would lead to a shift like that” *

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"The Day Today" - 17 February 2016

* Fed Rosengren: “We don’t have to be in a rush” to raise rates * Fed Kashkari does not expect negative rates to be necessary in the US * ECB Nowotny: “in December, in the midst of visits to London, I was confronted with almost ludicrous considerations that were divorced from reality. Now this ….

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"The Day Today" - 16 February 2016

* Saudi and Russia oil ministers will be joined by Venezuela and Nigeria in their meeting in Doha today * China’s Stocks Rise Most in Three Months as New Loans Hit Record * China

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"The Day Today" - 12 Feb 2016

JAPAN – FinMin Aso: “We have seen quite rough movements in the exchange rate recently….We will continue to watch the foreign exchange market with a sense of tension, and we will act appropriately if that becomes necessary” – BOJ Kuroda: “Excessive risk aversion is spreading among global investors” and they are watching the market closely…

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"The Day Today" - 11 February 2016

* AP Moeller-Maersk reports 84% fall in profits, CEO says “Given our expectation that the oil price will remain at a low level for a longer period, we have impaired the value of a number of Maersk Oil’s assets”, but their containers shipments are down too * BOE Head of Monetary . . . To…

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