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IGM Credit, IGM FX and Rates

The Context 10.14.19

14 Oct 2019

The Context 10.14.19

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: Pressure on South Africa to Restructure Eskom & Keep Debt in Check Ahead of Moody's Review Eskom is the biggest threat to the economy, which means restructuring is essential. The ANC has said it is working on a plan for Eskom and this is expected to be unveiled, along with a new Chief Executive Officer (Eskom has been without one since July), ahead of the 30th October mid-term budget statement. The CAD Week - Bias is Neutral The stellar Canadian jobs report last Friday sent Usd/Cad spiralling down to 1.3171 at one stage, its lowest level for a month. The data has pushed interest rate cut expectations before year end significantly lower. Euro Corp Snapshot: Weekly Supply Jumps Despite ongoing economic concerns and a volatile backdrop, the European corporate market saw supply accelerate sharply last week where issuers printed a total of EUR14.067bn. That is over six times the EUR2.15bn that printed the prior week. Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News

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Ryan Nauman's Weekly Recap 10.14.19

By Ryan Nauman 14 Oct 2019

Ryan Nauman's Weekly Recap 10.14.19

The third quarter earnings cycle kicks off in earnest this week, headlined by some of the biggest names in the financial sector. It will be interesting to hear how financials were able to control costs while low interest rates and the inverted yield curve put pressure on their income potential. As for economic data, housing data will capture the headlines. Recent data on the housing sector has shown promise, and we will see if falling mortgage rates continued to provide a boost to the sector. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 10.07.19

07 Oct 2019

The Context 10.07.19

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: Can’t Get Away From The Fed’s Balance Sheet Several of the Fed’s cross-currents will be front and centre as the minutes to the last FOMC emerge (Wednesday). Fed talk during the recent week has softened as the data highlighted the growing threat to the US economy, not just from an international perspective but also domestically. The GBP Week - Bias is Neutral BREXIT, of course, will be uppermost in investors’ minds and though GBP/USD looks to be in relative mid-range right now the downside looks most vulnerable given the current state of play. Turkey’s Economic Miracle Puts Lira Stability at Risk There is a risk that once again the Turkish Lira will become vulnerable to a deterioration in external sentiment, especially as there remains the overhanging geo-political risk of US sanctions, whilst increased tension between Iran and Saudi Arabia could drive up oil prices, adding fuel to a potential deterioration in the current account and inflation. Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News

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Ryan Nauman's Weekly Recap 10.07.19

By Ryan Nauman 07 Oct 2019

Ryan Nauman's Weekly Recap 10.07.19

All eyes will be on the renewed trade talks between the U.S. and China during the upcoming week. The stakes are getting higher as we inch towards an election year, global economies are slowing due to trade uncertainties, and political chaos is certain to remain heightened due to the impeachment inquiry. I don’t expect both sides to come to a truce this week, however, any sign of progress will be good, while investors may doubt a deal will ever get done if we have another breakdown in talks. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News

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Ryan Nauman's Weekly Recap 09.30.19

By Ryan Nauman 30 Sep 2019

Ryan Nauman's Weekly Recap 09.30.19

There is no lack of important economic data releases in the week ahead. The U.S. economy has been a tale of two sides, the good (services and labor market) and the bad (manufacturing). Well, this week provides us with information on both sides. I will be particularly interested in the Markit Services and ISM Nonmanufacturing readings, as the services sector has been supporting the U.S. economic expansion and it will be imperative that the services sector remains strong for the expansion to continue. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 09.30.19

30 Sep 2019

The Context 09.30.19

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: Generous Welfare Spending Looks Set to Secure Poland's Ruling Party Another Election Victory The ruling Law and Justice Party's greatest ever showing in an election for the European Parliament in May (45% of the vote versus a combined ca. 38% for the opposition alliances), has placed it on a strong footing heading into the Polish parliamentary elections on 13th October. The AUD Week - Bias is Bullish Highlight of the week comes in the shape of the RBA rate decision, and while odds for a 25bps rate cut currently sit around 45%, we suspect no such event will occur. Has The Fed Done Enough? Month/quarter-end is with us and we will find out if the Fed has ‘done enough’ via its repo operations to prevent spikes in funding costs. Read more from The Context and subscribe to have it delivered to your inbox each week!

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Ryan Nauman's Weekly Recap 09.23.19

By Ryan Nauman 23 Sep 2019

Ryan Nauman's Weekly Recap 09.23.19

Now that the September FOMC meeting is behind us the spotlight will shine on trade talks between the U.S. and China. As for economic data releases, we will get data on the manufacturing sector by way of the PMI flash readings and durable goods orders. We will also find out if business investment has picked up when core capex is released on Friday. Additionally, this upcoming week will shed some light on the sentiment of the consumer, which has been the driving force behind the current expansion. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 09.23.19

23 Sep 2019

The Context 09.23.19

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: Euro Corp Comment: The Investment Grade Corporate Juggernaut Keeps Rolling on It was yet another frenetic week for the European corporate market with another batch of issuers jumping in, following a sharp tightening in secondary spreads at the back end of the previous week after the ECB cut rates and announced a new stimulus package. Well The Data Looks Decent Enough After a busy week on the central bank meeting front, just the RBNZ (Wednesday) gathers this week. The Bank is widely expected to stay its hand and leave the OCR at 1.00% after its jumbo-sized 50bps cut in August. That said, it will probably leave the door open to the possibility of further OCR cuts. The NZD Week - Bias is Bearish Wednesday's RBNZ OCR will be the indisputable week highlight. The IMF has warned ahead that the NZ government and central bank need to be prepared to further support the slowing economy after downside risks increased. Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News