| MYNDOS CAPITAL

[...] Signe Roed-Frederiksen, of Danske Bank, shares that the Fed minutes show that Committee participants were more worried about foreign [...]

-Disappointing US retail sales for December weighted on European and US equities yesterday and sent treasury yields lower. The retail sales report sho [...]

-Yesterday, Norges Bank’s figures for weekly FX flow statistics revealed that foreign banks (proxy for speculative flows) net bought NOK in the week [...]

-In the UK we expect that ILO unemployment (three-month average) declined further in November in line with the fall in the claimant count level in Nov [...]

-Asia’s solid economic growth, relatively stable political landscape and generally accommodative monetary policy should support our view on Asia ex- [...]

-Overall demand and supply dynamics are neutral to favourable in most Asian bond markets. We expect record issuance in the China onshore and Korea mar [...]

-Foreign flow dynamics in most Asian markets are likely to start on a cautious note on US dollar strength and potential FX volatility, before improvin [...]

-The correction in USD-JPY is consistent with the recent narrowing in US-Japan interest rate differentials. -However, based on our outlook for US rate [...]

[...] PL Rates: The MPC left the policy rate flat at 2.0%, as was broadly expected. Although there is every reason to lower the policy rate [...]

-The rest of the week is likely to be dominated by Wednesday’s European Court of Justice ruling on the legal status of the ECB’s Outright Monetary [...]

[...] -The Bank of Korea left its policy rate at the post-crisis low of 2.0% at its January meeting today, in line with expectations. [...]

[...] ZAR has stopped weakening, we concur with market consensus that the SARB is likely to leave the policy rate on hold at 5.75%. -However, […] [...]

[...] Guardian: Savers wanting an early rise in interest rates had their hopes dashed on Wednesday, as it emerged that the 2 BoE MPC who have repeatedly [...]

[...] in Ukraine.S&P said the downgrade was caused by the country’s reduced flexibility to cut interest rates and a weakening of […] [...]

[...] NZ PM John Key says interest rates look set to stay low for longer. Continued low rates likely to spark housing demand. [...]

[...] dollar’s appreciation (restrictive), it is more than offset by the decline in oil prices and interest rates. The FOMC’s forward guidance is […] [...]

[...] monthly activity data for the month of December was mixed. Most of the headline data met market expectations or exceeded market expectations, with the exception of the calculation of GDP on seasonally [...]

[...] regulatory department and banks say Dec new loans may be “much lower” than market expectations (at RMB520bn, cons: RMB880bn). The data are scheduled for release sometime between [...]

[...] a delay in reaching the goal of 2% inflation, BoJ Gov Haruhiko Kuroda risks dampening market expectations for policies that have led to a weaker yen and higher stock prices.BOJ decided Wednesday to [...]

[...] -In Turkey, Central Bank of Turkey (CBT) will release its inflation report on Tuesday, followed by a presentation by the Governor Basci. We expect the CBT to revise [...]

[...] , lowering its end-2015 inflation forecast towards the long-term 5 pct target. In its latest Inflation Report, CBT cut its end-2015 inflation forecast from 6.1 pct to 5.5 pct, on lower import price [...]

[...] The Bank of England’s (BoE) inflation report contained something for everyone. GBP bulls were able to enjoy the fact that the BoE stuck [...]