Capital Economics Markets retweeted
Fitch downgrades S Africa foreign & local cur. debt to sub-investment grade. For more coverage, see our website:
capitaleconomics.com/clients…
Capital Economics Markets retweeted
Brazil inflation fell further in March, opens door to 100bp Selic cut next week. Mexican inflation still rising but probably close to peak.
Capital Economics Markets retweeted
Czech koruna cap lifted. Small CZK moves suggest that central bank is intervening in FX market.
Capital Economics Markets retweeted
Based on CHF experience, CZK could overshoot fair value when cap removed. But it should settle at 25.5/€ by end-17. capitaleconomics.com/publica…
Capital Economics Markets retweeted
Jump in EM currencies post-Fed not all that surprising: hike was already in the market & accompanying statement not as hawkish as feared?
Capital Economics Markets retweeted
Removal of controls in #Iceland will temper króna's rise, but we still expect it to rise to 110 per euro in 2017 capitaleconomics.com/publica…
Capital Economics Markets retweeted
Inflation in Brazil is collapsing. Partly last year's food shock unwinding but core pressures also easing. Selic has much further to fall.
Capital Economics Markets retweeted
Rise in China’s FX reserves in February suggests cap controls are slowing outflows but banks being closed over Chinese New Year a factor too
Capital Economics Markets retweeted
Brazil cuts rate by another 75bp. COPOM gave little away in statement but hinted that faster pace of easing will require more fiscal reforms
Capital Economics Markets retweeted
It will be many years before there is a global trend towards reversing #QE. Update for clients here: capitaleconomics.com/publica…
Capital Economics Markets retweeted
Tightening of cap controls has caused outward investment from China to slump and reduced total capital outflows to the smallest since August
Capital Economics Markets retweeted
#Trump has no good options to achieve a more competitive dollar. See our latest Update here:
clients.capitaleconomics.com…
Capital Economics Markets retweeted
What's Greek for déjà vu? As often seems to be the case, talks with Greece may come to a head in the summer due to a large debt repayment
Capital Economics Markets retweeted
#Gold making good progress toward our (long-held) end-15 forecast of $1,200. We expect further gains next year (end-16 forecast $1,400).









