Archive for January, 2017

Mighty Greenback and the US Economy

Tuesday, January 3rd, 2017

Via Bloomberg: Dollar Rally Adds to Uncertainty as Fed Weighs 2017 Rate Hikes by Christopher Condon January 3, 2017, 12:00 AM EST Greenback’s rise caused by anticipation of fiscal boost Appreciation will harm economy if Trump can’t deliver The dollar’s appreciation may represent the U.S. economy’s biggest speed bump in 2017, and that could be ...

Credit Pipeline

Tuesday, January 3rd, 2017

Via Robert Elson at Bloomberg: IG CREDIT PIPELINE: 2 Expected to Price, Beginning 2017 Issuance 2017-01-03 10:22:45.197 GMT By Robert Elson (Bloomberg) -- Expected to price today: * Westpac Banking (WSTP) Aa2/AA-, to price 2-part deal, via managers BAML/HSBC * 5Y, IPT +105 area * 5Y FRN, IPT equiv * BNP Paribas (BNP) Baa2/A-, to price $benchmark Non-Pfd Senior 7Y; ...

New Year and New Yuan Basket

Tuesday, January 3rd, 2017

Via Bloomberg: Analysts Can't Seem to Agree on Whether China's New Yuan Basket Will Be More or Less Volatile A-tisket, a-tasket, a new currency basket. by Narae Kim January 3, 2017, 3:18 AM EST It's a new year and a new yuan. Days after announcing a revamp of its trade-weighted foreign-exchange basket, China's decision to downgrade the importance of the ...

Early FX

Tuesday, January 3rd, 2017

Via Kit Juckes at SocGen: <http://www.sgmarkets.com/r/?id=h12032ba4,196c164f,196c1650&p1=136122&p2=b7962b819e3d1b71c528572ef2a812d1> My inner Grinch was fueled  by the cold this morning, nopt to mentin the dark. That Pret-a-manger decided to delay its opening until 7 am, delaying my first coffee of the day, didn't help. But all I've learnt since getting in is that the Grinch, and ...