Thoughts – Insights

"The (Dad’s Bday) Day Today" - 25 Jan 2016

* Kuroda: “some indicators on inflation expectations have been somewhat weak”, he also suggests China should use capital controls to stabilise its currency * ECB Knot: “If the oil price drop starts to influence inflation elsewhere within the economy and takes a foothold in the economy, it would be . . . To read this…

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"The Day Today" - 22 Jan 2016

* BOJ considering additional easing, says the Nikkei * Rouble hits all-time low * Goldman Cuts 12-Month EUR Forecast to $0.95 vs $1 – u-turn after just 6 weeks * Paralyzing Storm Threatens . . . 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" - 21 Jan 2016

* Aide to Abe in WSJ says conditions for further BOJ easing are in place. Another Abe aide, Shibayama: “I am not sure” the WSJ view represents the Cabinet, and “I think it’s still too early” for move *

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"The Day Today" - 20 January 2016

* “We should all try to ignore what Mark Carney says about interest rates”: Daily Telegraph * Bill White, the BIS Chief Economist who foretold the financial crisis: “The situation is worse than it was in 2007. Our macroeconomic ammunition to fight downturns is essentially all used up” *

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"The Day Today" - 19 January 2016

* ECB Rimsevics: “China is the world’s second largest economy and, in fact, the effect will be on all the countries (of Europe…I am concerned that people are a bit too relaxed.” * China GDP 6.8%, a 25 year low * World’s Biggest

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