Thoughts – Insights

"The Day Today" - 3 Augsut 2015

* Fed’s Bullard: ‘In Good Shape’ to Raise Rates in September * Wall Street Banks Join Hedge Funds to Load Up on Treasuries * Sydney House Prices Soar to Biggest . . . 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" - 31 July 2015

* UK GfK Consumer sentiment falls back from 15 year highs * Shell to Cut 6,500 Jobs as Profit Drops * IMF will not participate in new Greek bailout unless Greece implements certain reforms * Cargill’s

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"The Day Today" - 30 July 2015

FED – Hilsenrath: Fed Preps Careful Path for Rate Hike – Goldman’s Blankfein on the 1st Fed hike: “people will get out the smelling salts, take a big sniff and recover” – BlackRock: “Anyone who doesn’t expect . . . To read this article, please log in or sign up to one of our subscription…

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"The Day Today" - 29 July 2015

* RBNZ Wheeler warns not to get over-excited about rate cuts: “Some local commentators have predicted large declines in interest rates over coming months that could only be consistent with the economy moving into recession,” …. “At this point, we believe that several factors are supporting economic growth.” * But also that the exchange rate…

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"The Day Today" - 28 July 2015

IMF want ECB to extend QE beyond Sept 2016: “If financial conditions tighten significantly, the ECB should consider further loosening monetary policy through an expansion of its asset purchase program,” Varoufakis defends hacking plan: “The general secretariat of public revenues, within my ministry, is controlled . . . To read this article, please log in…

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