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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessUS VIEW: Varied views on Fed Chr Yellen.....>
US VIEW: US VIEW: Varied views on Fed Chr Yellen 10am ET speech. The one good
thing is her speech is early, so Tsys traders can do their react trades early
presumably. But ECB Draghi speech is late as 3pm ET today, so traders may not be
able to sneak off THAT early for the weekend. Here are bank views:
- BMO's Ian Lyngen: Yellen will "need to walk the line of acknowledging that
inflation is an increasing concern for the FOMC, while simultaneously keeping
expectations in place for a balance sheet rolloff announcement in Sept." He adds
ECB Draghi is the week's "true wildcard."
- Citi analysts: Yellen "may use "financial stability" as a reason to sound a
tad hawkish at Jackson Hole despite CPI downside misses."
- HSBC Ryan Wang, Simon Wells, James Lee: Yellen may "acknowledge "asset prices
in some markets have risen towards the higher end of their historical range" but
"this cld be hedged by" citing "strong capital position of banks and "moderate
growth of non-fincl debt". They add Yellen could touch on "2 key topics: 1)
Fed's intention to begin shrinking its balance sheet "relatively soon", and 2)
slowing in inflation over the past four to five months," they said.
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.