Expert Commentary

Note: This section contains information in English only.
Mon, 22 Jun 2015 09:49:05 GMT

Nik Kalsi, Head of Investment Analysis at The Gold & Silver Club of London, on gold

I think prices for the precious metal will remain low for the near-term, and the rate hike by the Federal Reserve is definitely going to be an influencing driver.

Thu, 18 Jun 2015 09:44:38 GMT

Annette Beacher, Economist at Toronto Dominion Bank, on Australian economy and AUD

Mining investment in Australia is currently shaving off over 1% from the GDP; this explains why the growth figures are so low.

Tue, 16 Jun 2015 09:38:04 GMT

Kit Juckes, Head of FX Strategy at Societe Generale, on US economy and greenback

I believe that the US economy is growing, since the slowdown of the first quarter has proved to be temporary and is already behind us.

Thu, 11 Jun 2015 15:17:13 GMT

Neil Mellor, Currency Strategist at Bank of New York Mellon, on UK economy and GBP

I do not have any strong thoughts on the second quarter GDP estimate; at the same time I think the UK is in a relatively favorable position.

Tue, 09 Jun 2015 13:47:35 GMT

Kenneth Wattret, Chief Euro zone market economist at BNP Paribas, on Euro zone and EUR

The ECB's communication has been crystal clear.

Thu, 04 Jun 2015 09:30:09 GMT

Richard Mallinson, Analyst at Energy Aspects Ltd, on oil

Even if growth rates in US oil were to pick up again, this would not provide enough additional supply to balance the market for the rest of the decade.

Fri, 29 May 2015 13:34:04 GMT

Dr. Michaela Kuhl, Analyst at Commerzbank AG on agriculture

The largest areas currently suitable for Arabica production are the Brazilian state of Minas Gerais and regions in Central America.

Wed, 27 May 2015 10:53:05 GMT

Ester Maria Reichelt, FX Strategist at Commerzbank on Japan's economy and Yen

I have to say that the Japanese economy performed horrible in the last quarter.

Thu, 21 May 2015 15:43:06 GMT

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

I think the issue is that as much as oil prices have stabilized, they are still obviously well below the level we saw this time last year.

Wed, 20 May 2015 08:53:05 GMT

David Forrester, G10 FX Strategist at Macquarie Bank Ltd, on Australian economy and AUD

We know that the budget estimates can be quite fallible.

Mon, 18 May 2015 14:58:06 GMT

Fadel Gheit, Managing Director, Oil & Gas Senior Analyst at Oppenheimer & Co, on oil

First and foremost, I think the market is expecting a much stronger overprice as we are going forward.

Fri, 15 May 2015 11:37:07 GMT

Sean Incremona, Senior Economist at 4CAST, on US economy and USD

There was a confluence of factors affecting Q1 GDP in addition to weather, such as disruptions from the West Coast ports dispute and impacts from lower energy prices and the stronger USD.

Mon, 11 May 2015 11:56:05 GMT

Alvin Tan, FX Strategist at Societe Generale, on Swiss economy and CHF

At the current moment, we are definitely seeing some negative impact from the very strong appreciation of the Swiss Franc and as mentioned previously, the weaker Manufacturing Price index numbers alongside the KOF leading indicator have been weakening.

Fri, 08 May 2015 11:33:42 GMT

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

It is clearly one of the most important issues that the growth number in the Q1 was surprisingly weak, but against that we have had very strong employment growth, while inflation remains low.

Thu, 07 May 2015 06:56:46 GMT

Soren Hettler, Foreign Exchange Analyst at DZ Bank AG, on Euro

I strongly disagree with this assessment, since the European integration and in particular the common currency has done a lot to support economic growth on the continent during the last decades.

Tue, 05 May 2015 07:42:21 GMT

Daniel Lenz, Lead Market Strategist Euro zone at DZ Bank AG, on Greece and Euro zone

I totally agree with the majority opinion that Greece should remain within the Euro zone, which was expressed by couple of political leaders and also by the ECB and IMF, due to the fact there seem to be not only economic, but also political risks in the case of a Grexit scenario.

Fri, 01 May 2015 07:54:06 GMT

Nik Kalsi, Head of Investment Analysis at The Gold&Silver Club of London, on silver pt.2

In the near term the silver performance will be influenced by the precious metals seasonal cycle.

Tue, 28 Apr 2015 15:00:42 GMT

Nik Kalsi, Head of Investment Analysis at The Gold&Silver Club of London, on silver

First, it is important to understand that, while silver is a precious metal, it also holds a significant attribute which other precious metals lack.

Fri, 24 Apr 2015 13:50:54 GMT

Josh O'Byrne, FX Strategist at CITIgroup Global Market LTD, on Japanese Yen

I believe the door to further monetary activism is certainly not closed, but the trigger at present is less obvious.

Tue, 21 Apr 2015 15:17:04 GMT

Eugen Weinberg, Head of Commodity Research at Commerzbank AG, on gold

That is a very good question, since gold is not being moved by the mining supply news or jewelry demand, but the economic news.

Mon, 20 Apr 2015 06:49:35 GMT

Thu Lan Nguyen, FX Strategist at Commerzbank AG, on New Zealand economy and Kiwi

The comparatively strong Kiwi will dampen exports to Australia, which is the second biggest export market after China for New Zealand.

Thu, 16 Apr 2015 14:33:40 GMT

Colin Cieszynski, Senior Economist at CMC Markets, on Canadian economy and Loonie

I believe the worst of the effects will be temporary.

Tue, 14 Apr 2015 14:20:29 GMT

David Sloan, Senior Economist at 4Cast, on US economy and Greenback

I think the underlying picture for the US economy is quite strong.

Fri, 10 Apr 2015 15:10:23 GMT

Abhishek Deshpande, Oil Markets Analyst at Natixis, on OPEC and oil prospects

I agree with the statement, since the return of Iranian oil definitely gives a bearish signal to oil markets, especially with as much as close to 500-800 thousand barrels per day.

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