... from the IDEApro Suite
[EUR] Consumer morale dips!
[EUR] The worse than expected dip in the EU Commission's flash estimate of the Eurozone consumer confidence indicator for Jul, to -8.4 from -7.5 in Jun, reflects the mood already shown by Belgian consumers for the same month, with morale in that member state having plummeted to -10, from -7 in Jun, whilst that of the Netherlands had stayed flat at -2 over the same period. Only Germany appears to have bucked the trend with the previous release of the largest Eurozone country's consumer confidence gauge having risen for Jun and Jul.
7/23/2014 3:48:02 PM
[USD] US Preview: New Home Sales
[USD] The June Commerce Department new home sales report on Thursday, 24 July at 10:00EDT (14:00GMT). New home sales were weak for much of 2013 and are expected to remain constrained in early 2014, continuing to face supply dislocation (related to foreclosure activity) and generally subdued conditions. Alongside the broader decline seen in the series, further downward pressure (on a monthly basis) will likely be seen in the months to come. Anticipating a pullback from the gains seen in May, we expect a decrease in June towards 480k.
7/23/2014 3:43:18 PM
[USD] US Preview: Jobless Claims
[USD] The weekly jobless claims report will be published on Thursday, 24 July at 08:30EDT (12:30GMT). We expect initial claims for the week ending 19 July will increase to 310k (up from 302k). On balance, despite gradual further improvement in employment conditions we anticipate continuing jobless claims should remain elevated for some time but should continue along a downward path in the months to come.
7/23/2014 3:38:23 PM
[USD] DJIA/S&P 500 Index Technical Updates
[USD] DJIA/S&P 500 Index Technical Updates.
7/23/2014 3:05:49 PM
Visit the I.D.E.A. TimeMachine for more IDEA Analysis
The new FX and FI outlook for Q3 is now available. Key themes including
a further rerating of GBP in the coming months, as interest rate spreads cause
a further upleg. USD should be choppy on the majors, though into 2015 we still
forecast a major rerating. |
Please click on the link to watch the webinar that comes with the report:
Q3 2014 FX/FI Webinar
Please email email@example.com for a copy.
IDEAglobal TV, Videos & Media
IDEAglobal products on Bloomberg
IDEAglobal products can now be accessed on Bloomberg in two ways:
1. NH IDE. This will pull up all of IDEAglobal’s research in a newswire format, from which you can scroll down and click onto the analysis or strategy piece of interest. Additionally, based on your subscription you will also have access to IDEAglobal research within relevant Bloomberg news feeds.
2. IDGL. This provides a menu for IDEAglobal’s products, arranged by their key sections: FastTrack, Fundamental Analysis, Technical Analysis, and Strategy. This then allows the user to drill down to specific articles on the markets covered by IDEAglobal. (See example here.)
IDEAglobal's main products are:
• FX and FX options - G10 and EM foreign exchange markets
• Global Rates - G10 money and government debt markets
• EM Asia - FX and debt markets in Emerging Asia
If you have any questions or would like a trial then please contact us at
IDEAglobal has published the 2014 Q2 FX Outlook|
USD bulls: IDEAglobal would argue that the change in the Fed balance sheet is more important for the USD than the outstanding size of the Fed balance sheet. Chart 1 shows that when the balance sheet expansion ebbed in 2011, the USD gained ground. This could be a function of Fed flows partially seeping abroad, but also that slower new flows reduce the increase in global risk taking. As the Fed tapers its bond purchases through 2014, we would expect this factor to gain momentum and help the USD rise....
For the full quarterly FX report please e-mail firstname.lastname@example.org
IDEAglobal launches an improved and enhanced version of Global Rates portfolio on Reuters
IDEAcarbon launches worlds first carbon credit ratings service
IDEAglobal Tops 1st Quarter Currency Survey
IDEAglobal & Reuters
Seminar in Singapore
Professor Lord Desai has joined the IDEAglobal Advisory Board
IDEAglobals focus is to provide independent, forward-looking actionable research on the global financial markets twenty-four hours a day.
The IDEAfirst Team
Meet the individuals who produce our market moving insights.
About IDEA Morning Briefings
The flagship of IDEAglobal: our indispensable daily faxes. From Asia to North America, we deliver the professional key analysis every business day.