Mixed US labour market data, but the strong recovery remains intact – KBC

FXStreet (Barcelona) - The KBC Bank Research Team comments that the poor December wage data were as a result of special factors, further expecting wages to pick up later this year.

Key Quotes

“Since the December FOMC meeting the US labour market recovery continued unabatedly, confirming its recent trend. The unemployment rate is rapidly approaching the NAIRU rate, but wage growth remains the missing link.”

“We believe however that the poor December wage data were partly due to special factors and still hope to see wages picking up later in the year.”

“We believe that the poor wage data shouldn’t have a big impact on the Fed’s view regarding the labour market.”

“After providing a positive view on the economy in December, the Fed will probably strike a more balanced tone this month following lower inflation data and extra easing measures from several other central banks.”

Week ahead dominated by Central Bank decisions - TDS

The TD Securities Team note that this week is a busy week for central bank rate decisions and in all cases their expectation and the clear market consensus is for rates to be kept on hold.
Devamını oku Previous

FX positioning: EUR shorts increase to highest levels since June 2012 – Rabobank

The Rabobank Team highlights the IMM Net Speculators’ Positioning as at 20 January 2014, noting that EUR shorts increased to their highest levels since June 2012, while GBP shorts rose for the fifth consecutive week.
Devamını oku Next