Sage Investment Club

CAD may not receive much directional bias from next week’s meeting – TDS

Next week, the Bank of Canada will have its monetary policy meeting. Analysts at TD Securities expect a 25 basis points rate hike in line with market consensus. They point out the Canadian Dollar (CAD) may not receive much direction bias from the meeting. Key quotes: “We look for the BoC to hike by 25bp […]

USD/JPY set to decline toward 125 over the coming months – Danske Bank

The Yen saw a boost from the BoJ initiating the beginning of the end to its Yield-Curve-Control. Economists at Danske Bank expect the USD/JPY pair to edge lower towards the 125 over the coming months. Tightening cycle commencing “Japanese monetary policy has taken over as a key driver of USD/JPY, while global inflation, bond yields […]

Silver to perform well as investors look for cheaper alternatives to Gold – ANZ

Silver prices have risen by 27% since mid-October 2022. Economists at ANZ Bank expect XAG/USD to perform well in 2023. Silver should not be ignored “We expect prices to correct in the short-term, but fundamentals are likely to be supportive over the next 12 months.” “The supply-demand balance looks strong. The growing adoption of green […]

A bumpy ride for retailers that is going sideways – CIBC

Data released on Friday showed retail sales in Canada dropped 0.1% in November, an improvement from the preliminary estimate of a 0.5% slide. Analysts at CIBC point out that some of the detail wasn’t as encouraging, and the underlying trend still shows retail sales moving broadly sideways in volume terms. They expected the Bank of […]

Further limited CAD recovery potential in the medium term – Commerzbank

The Loonie continues to find it difficult to hold its ground. Economists at Commerzbank see limited CAD recovery potential in the medium term. CAD is likely to have a hard time for the time being against the EUR “In view of the robust economy and active BoC, we see further limited CAD recovery potential against […]

More favourable China’s economic prospects after abandoning zero-Covid policy – Rabobank

On the 7th of December China surprised friend and foe with an abrupt zero-covid U-turn. This year’s forecast has considerable up- and downside risks. Still, economists at Rabobank believe that from a medium-term perspective, China’s economic prospects have become more favourable after abandoning zero-Covid policy. A pivotal pivot? “While from a long-term perspective China’s decision […]

0.6894/21 to hold the current weakness to keep the near-term bias higher – Credit Suisse

AUD/USD is testing 0.6894/6720, which analysts at Credit Suisse look to hold to keep the risk skewed higher for a retest of retracement resistance at 0.7089/92. Stable close below 0.6821 to trigger more neutral and choppy trading “Despite the setback, medium-term momentum is still rising and the breakout remains intact and we, therefore, stick with […]

Risks still tilted to the upside on the back of positive external developments – ING

Australia’s dismal jobs data weighed on the Reserve Bank of Australia’s (RBA) rate hike expectations, smashing AUD/USD. However, economists at ING maintain a bullish bias. Too early to make strong calls about the end of the RBA hiking cycle “The Australian Dollar has come under pressure after a surprise contraction in employment in December, which […]

USD/CAD seen trading around the 1.37 level towards the end of 2023 – Rabobank

USD/CAD remains in a bullish trend, but recent price action has been soft. Economists at Rabobank expect the pair to head gradually higher over the coming months towards 1.37. More downward pressure in the short term “The technical picture points to more downward pressure in the short term, but we expect strong support at 1.3230 […]