ETF Securities Weekly Flows Analysis – Weaker US dollar boosts precious metals Mixed economic data and minutes from the Federal Reserve’s December meeting weighed on the...
Co-author: Martin Arnold – FX & Macro Strategist The ECB: To infinity and beyond? We believe the ECB decision to extend its Asset Purchase Programme (APP)...
ETF Securities Weekly Flows Analysis – Trump’s victory boosted commodity and stock prices Energy ETPs saw US$109mn inflows as investors anticipate higher demand in the US....
Fed relaxed on inflation not on the economy. The latest comments by Yellen suggest that the Fed is ready to keep interest rates low for longer...
ETF Securities Weekly Flows Analysis – Gold ETP outflows after hawkish September FOMC minutes Gold ETP outflows after hawkish September FOMC minutes. Investors continue to sell...
Yesterday, Governor Kuroda presented his “comprehensive assessment” of the BoJ’s monetary easing, a highly anticipated review that resulted in a market sell-off of long-dated Japanese Government...
The “Continental Partnership” (CP) – an independent framework proposal for the UK-EU post-Brexit negotiations – would avoid the UK and the EU “being dragged into unprincipled...
Anatomy of the raising LIBOR. When US interbank lending rates spiked higher without a corresponding official rate rise, investors appeared primarily concerned about liquidity risk in...
ETF Securities Weekly Flows Analysis – The slightly hawkish FOMC statement failed to curb investors’ appetite for gold • Gold inflows suggest investors continue to hedge...
Short-dated Gilts most volatile At this point in time, the consequence of the ‘Leave’ EU referendum result for the Gilt curve is hard to predict but...
