October 04, 2022

Investment Bank Outlook 04-10-2022

Added 04/10/2022 By James Harte
BNY MellonRBNZ Might Run Out of RoomThe Reserve Bank of New Zealand is expected to hike its policy rate by another 50bp this week, but the market has ...
October 03, 2022

Investment Bank Outlook 03-10-2022

Added 03/10/2022 By James Harte
BNY MellonIs Anybody Paying Attention?With markets' attention focused on events in the UK, we wonder if global central banks' fight against inflation ...
September 30, 2022

Investment Bank Outlook 30-09-2022

Added 30/09/2022 By James Harte
BNY MellonBrazilian Elections: Expect The UnexpectedThe first round of Brazil's presidential election takes place this Sunday, Oct. 2. Contrary to wha...
September 28, 2022

Investment Bank Outlook 28-09-2022

Added 28/09/2022 By James Harte
BNY MellonReserve Import Cover Shows VulnerabilityAlthough August macro data for APAC countries in general showed continued deterioration, one relativ...
September 27, 2022

Investment Bank Outlook 27-09-2022

Added 27/09/2022 By James Harte
BNY MellonClosing The UK’s Credibility GapIt is abundantly clear that markets do not view the UK Chancellor’s budget plans as credible. While market p...
September 26, 2022

Investment Bank Outlook 26-09-2022

Added 26/09/2022 By James Harte
BNY MellonThe Message Gets Through, FinallyThe FOMC last week finally broke the spell markets had been under, leaving them now spooked by the prospect...
September 23, 2022

Investment Bank Outlook 23-09-2022

Added 23/09/2022 By James Harte
BNY MellonHedge Funds Search For ValueOver the past week, we met with many long-only and leveraged investors in London and Cape Town. Several highligh...
September 20, 2022

Investment Bank Outlook 20-09-2022

Added 20/09/2022 By James Harte
BNY MellonRiksbank to Get More AggressiveThe Federal Reserve is not the only G10 central bank with the potential to hike 100bp this week. Considering ...
September 16, 2022

Investment Bank Outlook 16-09-2022

Added 16/09/2022 By James Harte
Credit AgricoleCurrency Wars 2.0The commodity terms of trade supply shock that has rocked the global economy so far this year continues to reverberate...