Mathan Somasundaram

Local market was started positive before falling and then making a decent recovery on average China inflation data to finish mainly flat. Tomorrow is the last day of trading before we go into a four-day long weekend…not sure investors want to leave global markets open to US/Russia/Syria/China/North Korea for that... Show More

Perpetual Equity Investment Company

Russian authorities have tried a lot of measures recently to slow the depreciation of the currency and nothing seems to have worked and the rate rise by the Russia central bank smells of desperation. The move was driven by the need to limit the risks of devaluation and inflation, with... Show More

Daniel Weston

Stagflation update, Oil weakness, Russia and China USD avoidance. As promised, we are keeping a steady update on the trend in our global inflation analysis. Lo and behold, the trend resumes and disinflation signals return. Our leading indicator has crossed below our longer term inflation indicator and on the way lower... Show More

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Saxo Capital Markets Australia

Sanctions will tip Russia into recession, says Peter Garnry, Saxo Bank Head of Equity Strategy. In the aftermath of the Malaysian Airlines atrocity, the EU is likely to follow with some type of new sanctions against Russia, and Garnry believes these will tip Russia close to recession. Garnry said: If... Show More

Saxo Capital Markets Australia

China wins in the long term and Russia in the short term, says Ole Hansen Saxo Bank Head of Commodity Strategy The USD 400 billion gas deal struck between Russia and China is said to be signed, but what do we know about it? Saxo Bank Head of Commodity Strategy Ole... Show More

Livewire News

Russia has sold 20% of its US treasuries: 'Back in mid-March, there was a brief scare after the start of the Ukraine conflict, when Fed custody holdings plunged by a record $104.5 billion (if promptly bouncing back the following week), leading many to believe that Russia may have dumped its... Show More

Livewire Equities

A free-talking El-Erian, Post-Pimco via FT: Tranquil markets underprice geopolitical risk. Markets have been sanguine about geopolitical risk for several years now, a phenomenon illustrated by the relaxed approach they have taken to Ukraine's crisis. There are understandable reasons for this, but contrary to a popular saying, this could well... Show More