Expert Commentary

Note: This section contains information in English only.
Tue, 28 Jun 2016 07:37:12 GMT

Yang Zhao, Chief China Economist at Nomura International, on Chinese economy

It is difficult to measure; however, overall, the debt to GDP ratio in China is now above 200%. One can base their measurement using different statistic data, but, in general, it is above 200%, and a lot of it lies on the corporate sector.

Thu, 23 Jun 2016 09:53:04 GMT

Carsten Brzeski, Chief Economist at ING-DiBa, on German economy and EUR

It is a very difficult question. On the one hand, it is temporary to the extent that the whole situation was mainly driven by ‘Brexit'-related fears in financial markets and the fact that the ECB is still in the market, obviously.

Tue, 21 Jun 2016 05:37:04 GMT

Paul Rosenberg, Market Analyst at www.economiccalendar.com, on oil

It is difficult to make a forecast for the price of oil to stay at $45 for the remainder of 2016. It could end up there, but there is almost certainly going to be some significant volatility between now and then.

Thu, 16 Jun 2016 10:26:04 GMT

Daniel Flynn, Analyst at The PRICE Futures Group, on oil

I believe that during the summer driving season here, in the United States, we will most probably test $60 a barrel, especially if the Federal Reserve makes a decision on interest rates this summer.

Tue, 14 Jun 2016 06:59:06 GMT

Dmitry Polevoy, Chief Economist on Russia & CIS at ING Bank, on Russian economy and RUB

Russia may enter the path of slow growth in the upcoming months, unless there are new external shocks, the Russian Central Bank stated on May 30. In your opinion, is it a reasonable statement or not? Why?To my mind, it could be so, because if we take a look at the seasonally adjusted indicators, then we can clearly see that

Fri, 10 Jun 2016 06:28:04 GMT

Paul Rosenberg, Market Analyst at www.economiccalendar.com, on USD

Not only did the worst NFP figure since September 2010 send rate hike expectations to virtually zero for June, but Yellen further diminished expectations for a rate hike in the immediate future in her speech on Monday.

Wed, 08 Jun 2016 05:57:04 GMT

Paul Hollingsworth, UK Economist at Capital Economics, on ‘Brexit' and GBP

While bookmakers' betting odds currently suggest that the UK will vote to remain in the EU by a significant margin in the referendum, the opinion polls have tended to be a lot closer, suggesting that the remain and leave camps are roughly neck and neck.

Fri, 03 Jun 2016 13:16:05 GMT

Paul Rosenberg, Market Analyst at www.economiccalendar.com, on EUR/GBP

To put it simply, markets do not like uncertainty, even when news sources are of varying levels of credibility.

Thu, 02 Jun 2016 05:46:03 GMT

David Tulk, Chief Canada Macro Strategist at Toronto Dominion Bank, on Canadian economy and CAD

To my mind, that is a fairly reasonable assumption. The Fort McMurray wildfires are inherently a transitory shock that will impact the economy.

Tue, 31 May 2016 14:31:13 GMT

Paul Rosenberg, Market Analyst at www.economiccalendar.com, on USD/CAD

On the US side, the indicators were mixed last week, as housing data was solid, while durable goods orders came out weak. Besides, GDP posted a lukewarm gain of 0.8%, making the Fed's Chair Yellen keep the door open to a June rate hike. In the meantime, the Bank of Canada kept rates at 0.50%. Which of the abovementioned fundamentals

Fri, 27 May 2016 10:59:04 GMT

Garrett Goggin, Associate Editor at Gold Stock Analyst, on Gold

I would not agree with this point of view. We just went through one of the longest bear markets for about six years long, with negative interest rates in about 35% of the countries worldwide which is a part of gold prices.

Wed, 25 May 2016 08:28:07 GMT

Dario Perkins, Chief European Economist at Lombard Street Research Ltd, on Eurozone

I do not think it will continue at the pace that we saw in the Q1, because if we had big impact from constructions, it seems to be seasonal.

Wed, 18 May 2016 15:32:17 GMT

Christian Lawrence, FX Strategist at Rabobank, on US economy and USD

At this stance, we do expect the Fed to raise rates by 25 basis points in June and we anticipate another rate hike of another 25 basis points in December this year.

Fri, 13 May 2016 11:02:04 GMT

Kumiko Ishikawa, FX Market Analyst, at Gaitame.com Research Institute Ltd, on JPY

The most effective option for the Japanese economy is the suspending the consumption tax increase (scheduled for April, 2017)

Wed, 11 May 2016 07:42:07 GMT

Paul Fage, Senior Emerging Markets Strategist at TD Securities, on emerging markets

Overall, Argentina is not the economy we follow that closely; however, as concerns Brazil, we have seen quite a large rally in Brazilian assets on expectations that Rousseff is going to be impeached.

Thu, 05 May 2016 12:47:05 GMT

Thomas Pugh, Commodities Economist at Capital Economics Ltd, on oil

I do not think that oil is going to fall below $30 per barrel, that would be too bearish; however, I would not be surprised to see some pullbacks in prices, perhaps to below $40.

Fri, 29 Apr 2016 12:34:13 GMT

Edward Meir, Senior Commodity Consultant at INTL FCStone, on silver

The fundamentals in silver are looking a little bit better and there are a lot of production cutbacks coming in.

Tue, 26 Apr 2016 05:16:05 GMT

Peter Boockvar, Chief Market Analyst at Lindsey Group, on US Economy and Dollar

The US economy has slowed down a lot in the Q4 of 2015 and in the Q1 of 2016, and I do not expect much rebound in the Q2

Thu, 21 Apr 2016 14:21:04 GMT

Liza Ermolenko, Emerging Market Economist at Capital Economics Ltd, on Russian Economy and RUB

Recently, the World Bank revised downwards its forecast for Russia's economic growth for the year 2016, predicting the Russian economy will shrink by 1.9% instead of the 0.7% due to weaker oil market. In your opinion, is there a possibility that the Russian economic growth this year will surpass these expectations and will register a better result?To my mind, it

Mon, 18 Apr 2016 07:01:17 GMT

Adam Cole, Head of FX Strategy at RBC Capital Markets, on EUR

Over the course of the next quarter we see the Euro trading lower, down to around 1.02-1.03 against the US Dollar.

Wed, 13 Apr 2016 14:12:10 GMT

Esther Maria Reichelt, G10 FX Strategist at Commerzbank, on New Zealand economy and NZD

At the current moment, the RBNZ is highly concerned in particular with respect to the dairy sector, as dairy prices continue to tumble.

Mon, 11 Apr 2016 08:18:19 GMT

Ross Walker, Economist at Royal Bank of Scotland Group, on UK economy and GBP

With uncertainties over the EU referendum and global economy, the next quarter will be a challenging one for the financial services sector. Banks in particular are highlighting what a difficult position they find themselves in. Analysts believe that these uncertainties seem sure to last until at least June 23, when the UK population will vote on whether to stay in

Thu, 07 Apr 2016 09:27:04 GMT

Ross Walker, Economist at Royal Bank of Scotland Group, on UK economy and Pound

I think the more extreme versions of the "secular stagnation" seem do not apply to the UK. We still have some economic growth.

Mon, 04 Apr 2016 15:49:05 GMT

Ulrich Leuchtmann, Head of Currency Strategy at Commerzbank, on Swiss Franc

I think one should compare the Swiss Franc with the Euro and definitely look at this pair's exchange rate, because it is the one which matters from the monetary policy perspective.

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