Insights

 

FX Daily
December 05, 2014 Posted by
The USD is testing new 2yr+ highs vs. the EUR and 5yr highs via the Bloomberg Dollar Spot Index via the very positive U.S. jobs report this morning.  The November U.S. nonfarm jobs report came in +321K, the most since January 2012, and the unemployment rate held at a 6yr low of 5.8%.
Read More
0 Comments | Join the Discussion

FX Daily
December 04, 2014 Posted by
The EUR is rallying this morning (off yesterday’s two-year low against the USD) after ECB President Draghi said policy makers will wait until next quarter before assessing whether additional stimulus measures (QE) are required.
Read More
0 Comments | Join the Discussion

FX Daily
December 02, 2014 Posted by
The Bloomberg Dollar Spot Index has now risen to its highest level in five years ahead of the major economic reports in the U.S. on Friday (Nov. U.S. nonfarm payroll/unemployment rate), which many analyst forecasts will strengthen the case of tighter monetary policy in the U.S. amid increased stimulus in Europe and Japan.
Read More
0 Comments | Join the Discussion

Economic Outlook; FX Outlook; Global Edge
December 01, 2014 Posted by
At an event held by Silicon Valley Bank in New York City for private equity clients and connections, Paul Tudor Jones II, founder of Tudor Investment Corporation, spoke to Silicon Valley Bank CEO Greg Becker about his outlook on the economy, his professional growth and the importance of relationships.
Read More
0 Comments | Join the Discussion

Observation Deck; Treasury Management; U.S.
December 01, 2014 Posted by

SVB Asset Management’s monthly Observation Deck newsletter covers current topics on portfolio management, credit considerations and market events that influence investment strategy. The main article for the December edition, “Stability in a Shifting Current,” discusses credit fundamentals of investment grade corporates and their stabile nature through 2015 but indicates how some old challenges will remain in place.

Read More
0 Comments | Join the Discussion

FX Daily
November 26, 2014 Posted by
The USD is drifting to weaker levels against the majors via an unexpected increase in the weekly jobless claims and a decline in business orders, fueling speculation the U.S. economy faces headwinds.
Read More
0 Comments | Join the Discussion

FX Daily
November 25, 2014 Posted by
The USD has erased last week’s 5-yr high vs. the EUR despite a positive U.S. GDP report and a very weak consumer confidence release.
Read More
0 Comments | Join the Discussion

FX Daily
November 24, 2014 Posted by
The week starts with the yen dropping to a new 7-yr low versus the USD as global central banks are seen adding to their monetary stimulus programs, further dampening demand for low-yielding “safe haven” currencies like JPY.  Japan’s markets were closed today for a public holiday, but the yen has now weakened over 7% in the past month.
Read More
0 Comments | Join the Discussion