Anna a very warm welcome everybody. This wednesday morning. I am anna and words. Edwards. Moving the markets, two of them, San Francisco John Williams and the conclusion being that at least two Interest Rate hikes may be warranted in 2016 because of the expansion in the economy. And inflation increasing. Over a goldman sachs, there is a chart over the twoyear spread in the u. S. On the bloomberg. Theyre warning Bond Investors that they need be more prepared for the fed to increase Interest Rates. Bill gross of course did something similar earlier on shouldnth, markets not count the fed out. What were seeing here is the increased demand for longterm debt, at least seeing a decrease over the two year yield. That spread is the smallest since 2007. It seems that in some senses, markets are not repairing a big difference between what we are seeing in the rhetoric from the fed. Not all of the assets have been reacting a great deal to what we heard from the fed, i should say. The dollar index
Supplementary budget . Brazils Largest Party pulls away from Dilma Rousseffs coalition. Is impeachment all but certain . Good morning, hans. Front andnter center once again. There are a number of questions that surround that. Does yellen have control, and where are the hawks . Hans if she doesnt have control, the markets to. That seems to be an interesting flip of the script, and we should also talk about brazil. I thought you were going to make the suggestion that you and i host this show from the beach. We are here in the dreary months of march, but i suspect you have other highminded plans. Guy lets go. I think that is what we should be doing, get us going down there to brazil. I guess the second point in my mind about the fed brazilian beaches sound much more attractive lets talk about the fed. Page, and youfed look at the speakers over the next few days. Doves. E all for the next few days, the conversation is going to be dominated by the dubs. The doves. Its many days until we sta
We saw in europe on friday, when we factored in that chinese whenlus adding to the ecb we see more stimulus coming from mario draghi. Perhaps a little bit of profit taking, a little more risk aversion. The dax is flat, Business Climate set to deteriorate later today. Taking after we saw the biggest twoday gain since july on thursday and friday. The other Asset Classes are moving on the back of these measures. Nickel hasnt been performing so well. A big bellwether coming from how china is performing is the aussie dollar. Lets have a look at some of the stocks to watch. We have had news on potential acquisitions or disposals. , with aboutdown 3 2. 8 billion it could be under threat. U. S. Regulators are confronting roadblocks, saying that they have concerns. Up readyrs are significantly but investors are really focusing on the concerns about that sale, up 2 . This is something that is just shy of estimates, 12. 4 billion euros. Aberdeen Asset Management reports that we could see potentia