interest rates

Rumours are that a hike is coming tomorrow already. Fan Cheuk Wan, who is head of research at Credit Suisse Private Bank's Asia/Pacific region, says she wouldn't be surprised to see as much as 100 basis points in the near-term. But she…

The Fed, for whatever reason, has induced a shift in private portfolio preferences simply by talking about something.  But I think the point commentators like the Pragmatic Capitalist make is indisputably correct.  The policy…

from earlier in the day by Win Thin Brazil press is reporting that President-elect Rousseff may replace central bank chief Meirelles after she takes office January so that she can exercise greater control over monetary policy.  We…

The following is a post I wrote earlier today at Naked Capitalism. I liked Ed's piece on QE called Does Ben Bernanke Believe The Stuff He Writes?. What caught my eye was his line, "As for monetary policy, while QE does not create new…

The dollar has sold off on the news that the Federal Reserve will buy $600 bln of Treasuries over the next 8 months.  It will relax its 35% self-imposed limited per security.  This is in addition to the $35 bln per month it…

All eyes are on the Fed today because markets across the globe in bonds, equities, commodities and forex want to know how much quantitative easing (QE) the Federal Reserve will do and what assets they will buy. As US short-term interest…

We identified and continue to track key forces that offer insight into the euro dollar exchange rate. To monitor the near-term trend, we have used the 5 and 20 day moving averages. They have done a fairly good job of capturing this year's…

If you’re reading this Salvo on the day it is posted, then you are likely holding your breath on a number of fronts: the outcome of the election tonight, the FOMC announcement tomorrow afternoon and the policy meetings of the Bank of…

by Win Thin Reserve Bank of India is expected to hiked rates by 25 bp at its regular meeting Tuesday.  Reverse repo rate is now 5.0% and the repo rate 6.0%.  This comes after RBI hiked rates 25 bp in September under the recent…

Investors and policy makers alike are befuddled by the yen. Its strength continues to defy the traditional explanatory models that typically give a privileged position to risk appetite, interest rate differentials, or external positions.…