Expert Commentary

Note: This section contains information in English only.
Tue, 29 May 2018 15:35:02 GMT

Recent US Consumer Confidence readings explained by Lynn Franco

US Consumer Confidence hits a 17-year high in May, with a help of downwardly revised April's reading. The index accounts for about 70% of all US economy, so it is being closely watched by economists.

Wed, 23 May 2018 12:33:28 GMT

Recent Yen's surge explained by Pinchas Cohen

A Fundamental surge occurred on all of the Japanse Yen's charts, which was caused by the sudden surge of the Japanese currency on Wednesday. One of the many explanation to the move was published by investing.com representing analyst Pinchas Cohen.

Mon, 05 Mar 2018 13:42:34 GMT

Canadian GDP in the Q4 of 2017

  It is a little bit weaker than the 2.5 percent (growth) that they (the Bank of Canada) last projected for the fourth quarter, so it is not going to imply any urgency to continue to tighten. But they are going to make sure this more moderate growth

Thu, 15 Feb 2018 14:21:26 GMT

What was the market evaluation of the US inflation figures?

  "The worry of the markets is not that inflation is becoming a big problem, ... it is that the Fed is now forced to play catch up at the same time they are shrinking their balance sheet. If the Fed wasn't so scared of their own shadow

Tue, 06 Feb 2018 11:55:33 GMT

How the US job gains could affect pay growth and Fed's monetary policy decisions?

"The gain in wages will add to concerns that inflationary pressures are building in the economy. It solidifies expectations that the Fed will hike in March. The question is, what will they signal for hikes after that? " –Michael Feroli, Chief

Mon, 29 Jan 2018 06:26:35 GMT

What growth tendency is likely to be seen in China's producer prices and inflation in the beginning of 2018?

"China's economic growth, which is a main factor influencing PPI, is hard to predict as it will be influenced by how tough the deleveraging campaign is and how far the slowdown in the property market will go. The PBOC will be on wait-and-see mode at least

Mon, 22 Jan 2018 08:19:26 GMT

How the current stance of the Bank of Canada could be determined, following the recent interest rate hike?

"The rate hike was a rear-view mirror move, but the Bank of Canada hints that the view out the front window isn't quite as sunny. We share the Bank of Canada's view that higher rates will be needed over time. But perhaps not as fast and

Mon, 15 Jan 2018 06:25:36 GMT

Could the Canadian job market become strong enough to encourage the Bank of Canada to raise interest rates?

"The books closed on a phenomenal year for Canadian employment with another spectacular result for December. In our judgement, that should be enough to see the Bank of Canada hike rates later this month."   - Nick Exarhos, economist,                           CIBC Capital

Mon, 08 Jan 2018 08:04:51 GMT

Does the slowdown in the Euro zone's consumer inflation growth hampers the ECB hawkish stance to end QE?

"It could be something of a roller-coaster ride for headline inflation because of oil prices, but what  remains crucial is core. If we're going to see flattish core inflation prints - and if we see flattish wage prints - 

Mon, 13 Nov 2017 08:25:18 GMT

David Sloan, Senior Economist at 4CAST, on US economic outlook

I suppose that the US economy is on a fairly solid and steady growth path at the moment. I think that there are no serious policy errors and the economy will continue to show steady performance in the near term.

Fri, 13 Oct 2017 08:06:54 GMT

Frederik Ducrozet, Senior European Economist at Pictet Wealth Management, on EUR

We do expect the October announcement to reveal that the ECB is extending its QE program into the next year, however, at a slower pace, which the ECB itself does not describe as tapering.

Wed, 27 Sep 2017 07:58:56 GMT

Derek Burleton, VP and Deputy Chief Economist at TD Bank, on Canadian economy and CAD

Yes, we do see inflation in Canada grinding higher in the next 3-6 months, though it is going to be a slow track up to the bank's 2% target.

Fri, 15 Sep 2017 06:19:58 GMT

Rhys Herbert, Senior Economist at Lloyds Bank, on UK economy and GBP

I would suggest that it depends on exactly what we mean by stabilise; in my opinion, growth is rather to be stable for the next few quarters, but it will still hold at a relatively low level.

Tue, 22 Aug 2017 04:49:35 GMT

Harry Colvin, Director and Senior Economist at Longview Economic, on Gold

I suppose that it is all about the outlook for the trend of interest rates in the United States.

Tue, 15 Aug 2017 08:13:52 GMT

Dario Perkins, Managing Director at Lombard Street Research Limited, on US and EU economies

I think that that the ECB might be happy about the growth outlook, but inflation is still looking really subdued.

Tue, 08 Aug 2017 11:08:07 GMT

Dominic White, European Economist at Absolute Strategy Research, on EU economy

I think London's clearing system does work pretty efficiently, but there are issues related to the clearing of euro-denominated securities taking place in the jurisdiction beyond the ECB's influence that will arise once the UK leaves the EU.

Wed, 19 Jul 2017 08:42:55 GMT

Ph.D. Joel L Naroff, President at Naroff Economic Advisors, on G20 summit outcome

It depends on a period of time that you are talking about. I think that in the long run it has a negative impact. I believe that the energy sector, especially alternative energy sources, hold tremendous opportunities for economic growth.

Mon, 10 Jul 2017 07:45:06 GMT

Philip Shaw, Chief Economist at Investec, on UK-EU relations after Brexit

This is obviously the key question at the moment. We all hope that relations between Britain, the European Union and, of course, individual EU countries will remain cordial, though the negotiations are likely to be extremely difficult and complex, while there is a chance of tensions being raised and disagreements being voiced strongly at various points in time.

Tue, 20 Jun 2017 08:43:04 GMT

Kallum Pickering, Senior UK Economist at Berenberg, on Brexit and Pound

From the growth point of view, Brexit can affect the economy in two ways. In the near term, uncertainty from Brexit and rising inflation from the reduction in Sterling trade since the vote could cause a modest demand-side shock.

Tue, 13 Jun 2017 08:24:41 GMT

Bert Colijn, Senior Economist at ING Bank NV, on risks to Euro zone

I do not think so, though it is mostly because the US is likely going to pick back up again. What we saw in the first quarter, and this is something we have seen over the past few years, is that the US has a relatively weak first quarter.

Mon, 29 May 2017 08:45:12 GMT

Ph.D. Joel L Naroff, President/Founder at Naroff Economic Advisors, on US economy

That is obviously not a simple question to answer for the reason that a reform of the financial regulatory system in terms of changing the Dodd-Frank needs to be done, but I do not think an overhaul is indeed necessary.

Wed, 24 May 2017 07:07:05 GMT

Stephen Brown, European Economist at Capital Economics, on EU economy

At this point, we agree that the Euro zone's economy is strengthening. We have recently revised our forecast for this year, though I think the key point here is that the ECB has not really seen any reasonable signs of an economic recovery.

Thu, 18 May 2017 10:40:44 GMT

Jimmy Jean, Senior Economist at Desjardins Capital Markets, on Canadian economy and CAD

No, I do expect the BoC to raise rates anytime soon, as there still are some downside risks that the Bank of Canada wants to make sure do not materialise, especially in the US trade policy.

Wed, 10 May 2017 11:42:03 GMT

Viraj Patel, FX Strategist at ING Bank, on UK economy and GBP

Our base case scenario is that we are expecting a slowdown in the UK economy in 2017. If we ask what has been propping the UK economy up since Brexit, the answer would be the consumer spending story; we have seen consumption being fairly resilient since Brexit.

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