Fundamental analysis of Forex market

Australian Jobs Data Could Strengthen the Case for More Stimulus

Asian traders will see the release of the Australian monthly employment report on Thursday at 0130 GMT and expectations are for a gloomy set of figures that may likely raise ...
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The NY Fed Smoothed Tensions Again By Announcing A Similar Operation For Today

Markets Tensions on US money markets, which started building from last Friday, escalated yesterday. US repo rates spike up to 10%, forcing the NY Fed to make up to $75bn ...
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Bank of Japan Mulls More Stimulus; is a Surprise on the Way?

The Bank of Japan will conclude its two-day policy meeting on Thursday, a few hours after the Federal Reserve announces its latest rate review. After the European Central Bank decided ...
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Oil Risk, Dovish RBA Minutes

Oil risk to secure 25bp at Fed The oil-related sell-off following the weekend’s attack on Saudi Arabia facilities is already losing steam. On Sep 14th, coordinated attacks using drone technology ...
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Oil ‘Supply Shock’ in Context

So-called oil ‘supply shocks’ have typically led to sustained oil price inflation, doing serious damage to the global economy and markets. Will this one? That’s partly because of the impact ...
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Saudi Strike Upends More Than Oil

Oil prices are up 8%, paring earlier gains of nearly 20% seen at the Asia open following the wide-ranging attack on Saudi oil infrastructure. The price spike signalled geopolitical worries ...
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Saudi Arabia Attacks Pummels Markets

Oil futures leapt this morning by over 15% in a knee-jerk reaction to the attack on the Saudi Arabia Abqaiq oil facility over the weekend that notionally, took 5% of ...
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Weekly Economic and Financial Commentary: Recession Fears Easing Up?

U.S. Review Recession Fears Easing Up? This summer’s fears about escalating trade tensions, slowing global growth and an inverted yield curve have let up somewhat as risk-on sentiment made a ...
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Forward Guidance: Economic Data Still Looks Okay, Fed Will Still Cut Rates

A quiet past week of economic data nonetheless took on a (slightly) more positive tone in terms of the near-term economic growth outlook for North America. Another round of tariff-by-tweet ...
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The Weekly Bottom Line: Optimism on Trade Deal Lifts Markets

U.S. Highlights There was good news in the trade negotiations between the U.S. and China this week as the President announced a postponement of tariffs and China exempted key agricultural ...
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Week ahead – Central Banks the Only Game in Town

Brexit, Fed and trade war remain in focus For many months now, all of the attention has been on the trade war, Brexit and central bank easing. Next week is ...
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