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Our flagship research and consultancy product is designed for senior professionals in the investment banking, money management, and hedge fund industries. IDEAfirst provides unparalleled access to our senior research staff's insights. Over the past 12 years the company has built up a readership of more than 30,000 market professionals. Receiving IDEAglobal’s award-winning research ahead of the market equips the IDEAfirst customer with a very significant trading advantage.

 
     
 

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Reach confident trading decisions. From bonds, currencies, financial futures, and options, IDEAglobal's research and strategy team of more than 60 full time unbiased experts, covering the 24-hour market cycle, originates more than 1000 daily pieces of analysis for market professionals. Our Morning Briefing Analysis is delivered via the web, e-mail, and fax. whilst our Real-Time services deliver time sensitive analysis via your Reuters or Bloomberg.

 
     
 

BradyNet

IDEAglobal's BradyNet is the pioneer and leading provider of Emerging Market's fixed income information through the Internet. BradyNet is an interactive service that provides a platform for information exchange. Through it, the investment community has the opportunity to express its view on Emerging Markets Fixed income to a world-wide audience. BradyNet Pro offers "Live" Brady bond prices and spreads updated throughout the trading day.

 
 
 
 

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... from the IDEApro Suite

[USD] Recap: Advance 3Q14 GDP Up +3.5%

[USD] Recap: The advance 3Q14 GDP reading increased +3.5%, versus the +4.6% reading seen in 2Q14, above market expectations for a +3.0% result. Personal consumption increased +1.8%, versus the +2.5% reading seen in 2Q14. Core PCE increased +1.4%, following the +2.0% increase seen in 2Q14. Residential investment increased +1.8% in 3Q14, versus the +8.8% seen in 2Q14. Exports pushed higher +7.8% in 3Q14, contrasting a -1.7% decrease from imports. According to the release, downward pressure from inventories took away -0.57% to the headline estimate, versus the +1.42% boost seen in 2Q14. IDEA: given the further gains seen in 3Q14, we expect 2014 GDP to average hold around +2.3%.
10/30/2014 12:47:45 PM

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[INT] News & Rumours from Asia/Europe

[INT] News & Rumours from Asia/Europe - please see below.
10/30/2014 11:54:43 AM

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[MKT] European summary updated 30/10/14

[MKT] European summary updated 30/10/14
10/30/2014 11:52:17 AM

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[CNY] China: Rising risks of a systemic failure?

[CNY] China: As the activity in the property sector remains tepid, the risks of a systemic failure in the financial system remain significant. The Financial Times reported yesterday that the real estate companies in China have borrowed USD 57bn in the offshore bond markets and another USD 40bn in syndicated loans since 2011 and this has coincided with a slowdown in sales and fall in prices, raising fears of a financial system fallout from the housing market downturn.
10/30/2014 11:13:55 AM

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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 administrator@ideaglobal.com for a copy.

IDEAglobal TV, Videos & Media

Correction continues in Europe — Reuters Insider
S&P500 set for 1810 — CNBC
US equity correction risk Q1 2015 — CNBC
ECB easing hopes overdiscounted — Reuters Insider
Top for GBP
US equity risks later in 2014 — CNBC
Easy ECB — Reuters Insider
USD Bullishness
Pound tightening tantrum later in 2014 — Bloomberg TV
USD medium-term bulls — Reuters Insider
EUR/JPY to 136
How to Play GBP
More ECB easing — Reuters Insider
Expect USD strength in 2014 — Bloomberg TV
IDEAglobal 2014 Currency Preview
The Yen's Correction
USDJPY to Y110 — Reuters Insider
USDJPY best FX trade — Bloomberg
US 10yr yields to hit 3% — CNBC
Equities into 2014 — CNBC
Tapering isn't tightening, OK? — Reuters Insider
ECB Easing
Risk rally in November — Reuters Insider
Europe is not fixed — CNBC
1.40 EUR/USD
What forward guidance works best — CNBC

News

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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 administrator@ideaglobal.com

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

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IDEAglobal & Reuters Seminar in Singapore

IDEA and Policymakers

Professor Lord Desai has joined the IDEAglobal Advisory Board

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