Macro Blog

30Jun 16

CB-Index™ June 2016

CB-INDEX™   JUNE 2016 Main Themes Policy rates were still negative in 3 developed markets - Japan, Switzerland and Sweden. No rate changes in either the Key Developed and Developed countries.…

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23Jun 16

FX Forecast Alert: GBP

Strong Possibility of the Leave Campaign winning.  Brexit is clearly more likely to happen.  Please see my quick analysis in the previous article. Expectations: GBP to drop to around 1.20…

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23Jun 16

High Chance UK will Leave EU

The vote is going to be close.  During the last few days, the markets and the polls showed the Stay Campaign with a slight edge. Today, I closed out most…

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20Jun 16

Brexit Vote Forecast

Our position on Brexit is that it will be very close but will not happen.  There are several reasons that we think the vote will swing in favor of staying…

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30May 16

CB-Index™ May 2016

CB-INDEX™   MAY 2016 Main Themes Policy rates were still negative in 3 developed markets - Japan, Switzerland and Sweden. No rate changes the Key Developed and one rate change in…

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01May 16

CB-Index™ April 2016

CB-INDEX™   APRIL 2016 Main Themes Policy rates were still negative in 3 developed markets - Japan, Switzerland and Sweden.  Japan did not do provide additional stimulus. No rate changes the…

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