All posts by Sandeep Kanihama


BoC: Still many concerns – Westpac

Richard Franulovich, Research Analyst at Westpac, notes that the BoC continues to run with a neutral bias though the statement still betrays a central bank with many concerns, chief among those weak business investment and non-energy exports. Key Quotes “Recent data will do nothing to


ECB: Draghi to maintain a balance – SocGen

Kit Juckes, Research Analyst at Societe Generale, suggests that the ECB President Mario Draghi’s challenge at today’s Council Meeting is to broker a deal whereby he doesn’t disappoint market expectations of an extension of the current (EUR80bn per month) asset purchase programme, while satisfying the

Chinese 50 yuan notes with language characters

CNY depreciation: The song remains the same – TDS

Sacha Tihanyi, Senior Emerging Markets Strategist at TDS, notes that the post-election surge in US yields and the USD has hastened the pace of trend renminbi depreciation, and achieved TD’s long-standing 2016 end of year target of 6.88 earlier than expected. Key Quotes “While we