- More on Goldman Sachs buying the SVB bond portfolio
- S&P says New Zealand ratings could come under pressure
- More from BOJ Gov Kuroda - BOJ must maintain easy policy
- BOJ Gov Kuroda notes global relief at swift US action to contain damage from SVB collapse
- Saudi energy minister says the OPEC+ alliance will stick to production cuts to end of 2023
- China's Stats Bureau says economy showing signs of stabilising, recovery
- China Jan - Feb: Industrial production +2.4% y/y (exp +2.6%)
- Cryptocurrency exchange Coinbase will let Singapore customers move funds via local banks
- PBOC 1 year MLF at an unchanged rate of 2.75%
- PBOC sets USD/ CNY central rate at 6.8680 (vs. estimate at 6.8650)
- Japan finance minister Suzuki says will discuss joint agreement with incoming BOJ Governor
- ICYMI: OPEC forecasts world oil demand in 2023 will rise by 2.32 mn bpd (this is + 2.3%)
- ICYMI - Binance to halt GBP withdrawals and deposits for its UK clients
- BOJ January meeting minutes says Board members expect Japan inflation to slow H2 FY 2023
- SVB did not have a chief risk officer from April to December 2022 (Not the Onion)
- Federal Reserve will "consider" stricter rules on US midsize banks after collapse of SVB
- Charles Schwab CEO says they have liquidity & are nowhere near a forced selling situation
- Pantheon still expects an ECB 50bp rate hike this week but not a foregone conclusion
- New Zealand Q4 current account comes in worse than expected
- Russian state controlled media says Russia views the drone incident as provocation
- Fed's Bowman speaks on the US banking system - Fed is carefully monitoring developments
- US Senate Banking Committee Chair Brown says need stronger standards for banks
- Forexlive Americas FX news wrap 14 Mar: US CPI is not scary as trader adjust expectations
- Oil - private survey of inventory shows headline build, close to expectations
- Chat GPT-4 can do your taxes
- Trade ideas thread - Wednesday, 15 March 2023
The USD saw a pretty much across-the-board bout of weakness. EUR, AUD, GBP, CAD, even yen all gained albeit in small ranges. The move came after Chinese economic data for February were announced. These were a little mixed compared to expectations but did come in better than previous.
NZD/USD had joined in the bounce but lost bids on the news that S&P said the country’s ratings could be pressured by NZ’s poor external imbalance. Earlier in the session the Q4 current account was published, much worse than expected.
The People’s Bank of China announced a one-year injection of funds via its regular Medium-term Lending Facility (MLF) operation. The rate was unchanged from the February MLF injection and is a heads up to an expected unchanged rate on one- and five-year Loan Prime Rates that’ll be set on March 20.
On the crypto front, Coinbase announced that says customers in Singapore can now transfer funds to and from their Coinbase accounts using any bank in Singapore. Standard Chartered will facilitate the transfers.
We had the private survey of oil inventory after the US close. Also in the news on oil were remarks from Saudi Arabia’s energy minister Prince Abdulaziz bin Salman vowing to keep the cartel’s oil output cuts in place until the end of this year. Oil recovered some ground after its Tuesday slump.
Banking related stocks were generally firmer across the region as contagion fears from the US bank collapses receded.
Asian equity markets:
Japan’s Nikkei 225 +0.3%
China’s Shanghai Composite +0.7%
Hong Kong’s Hang Seng +1.4%
South Korea’s KOSPI +1.7%
Australia’s S&P/ASX 200 +0.6%
Oil:
