January 2014

"German companies might expect increasing profitability in the future, stepping up with some new hirings. Part of the improvement in the labor market is due to the positive effects of the German structural reforms implemented ahead of the…

"The bulk of this miss stemmed from a sharp drop in federal government spending, which shaved top-line GDP growth by a full percentage point" -Neil Dutta, Renaissance Macro head of U.S. economics Thursday's GDP and jobless claims reports…

"While headline inflation has been moderate, inflationary pressures are expected to increase over the next two year. In this environment, there is a need to return interest rates to more-normal levels. The bank expects to start this…

The consumer price index in the Eurozone remained below even the half of the ECB target rate of 2%, as energy prices pushed the inflation down. The annual CPI reached 0.7% in January of this year, down from 0.8% a month ago and less than…

U.S. Treasuries increased on Friday heading for their largest monthly advance in over a year as demand for safe-haven assets were boosted by the Federal Reserve's decision to trim its stimulus measures and as China's manufacturing slowed…

Google Inc. released its financial results for the last quarter of the previous year, significantly exceeding estimates for revenue, but falling short with net profit. Revenue increased 11% to $13.6 billion amid higher sales from ads…

Two SSA countries (excluding South Africa) have large foreign holdings in their markets: Nigeria and Ghana. But the Ghanaian cedi has actually depreciated continuously over time because of large current account and fiscal deficits and poor…

"Now that tapering has already started and asset purchases are expected to end in 2014, U.S. dollar liquidity conditions are set to tighten gradually, which will challenge the previously EM-supportive fund flows." - IS Investment (based on…

"The Aussie had a big whack already against most major currencies. We expect the low in the Aussie to be not too far from where we are at the moment." - Rochford Capital (based on Bloomberg) Pair's Outlook AUD/USD continues to put…

West Texas Intermediate crude declined on Friday trading session on concerns that its recent jump to the strongest prices in 2013 was too rapid as the futures were set to record the third straight weekly gain. WTI for delivery in March…