HALISTER1: INSIDE CHINA: Yuan Rises After Stronger Than Expected Fixing

INSIDE CHINA: Yuan Rises After Stronger Than Expected Fixing

(Bloomberg) -- USD/CNY falls back below 6.700 after PBOC sets reference rate at 6.6971, just 0.01% weaker than yesterday.
  • Still is weakest CNY fixing since Oct. 28, 2010
  • CNY up 0.05% at 6.6987 per USD; fell as far as 6.7030 yesterday, weakest since Sept. 2010
  • Offshore yuan little changed
  • Model suggested fixing should have weakened 0.1% to above 6.7: ANZ
  • Yuan has demonstrated a clear trend of depreciation, but the downturn is very gradual and controlled to suppress aggressive speculation, says Ray Farris, head of Asia macro strategy at Credit Suisse
    • Fixing largely a policy decision
    • Forecasts USD/CNY at 6.8 in three months; capital outflow to continue, driven by declining domestic rate
  • If PBOC shows little intention to defend yuan at 6.7 vs USD, it could fall to 6.8 in weeks: Commerzbank
  • Yuan will continue depreciating this year, but at a slower pace, according to a Bloomberg survey of analysts and traders; median est. sees it falling another 1.4% to 6.795 by yr-end
  • China said to be setting up first immigration office to lure overseas talent
  • TPP to sink without China, Sri Lanka’s prime minister says
  • U.S. and China navy chiefs meet in Beijing
  • Govt to test allowing financial institutions to hold stakes in companies
  • PBOC injects 227b yuan liquidity via MLF operations
    • PBOC to auction 50b yuan of MOF deposits at banks
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Ray Farris (Credit Suisse Group AG)

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UUID: 7947283

HALISTER: China Telecom, Saudi’s STC Said to Show Interest in Egypt 4G

China Telecom, Saudi’s STC Said to Show Interest in Egypt 4G

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
728 HK (China Telecom Corp Ltd)
ORA FP (Orange SA)
STC AB (Saudi Telecom Co)
VOD LN (Vodafone Group PLC)
ETISALAT UH (Emirates Telecommunications Group Co PJSC)

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UUID: 7947283

HALISTER1: Australian Bond Yields Slide Across Curve; Curve Flattens

Australian Bond Yields Slide Across Curve; Curve Flattens

(Bloomberg) -- Yield on 10-yr Australian govt bonds falling for first time in three days, down 5 bps to 1.942%.
  • 3-yr yield down 3 bps to 1.537%
  • Related story: Aussie pressured as AUD-USD 10-yr bond spread at tightest in a year, trader says
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283

HALISTER: Citigroup to Bolster Japan Equity Execution by Hiring 3 Traders

Citigroup to Bolster Japan Equity Execution by Hiring 3 Traders

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
C US (Citigroup Inc)
GS US (Goldman Sachs Group Inc/The)
CSGN VX (Credit Suisse Group AG)

People
Jon Omori (Citigroup Inc)
Khahlil Kirtman
Mika Nemoto (Citigroup Japan Holdings Corp)

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UUID: 7947283

HALISTER1: INSIDE SINGAPORE: Currency Falls Amid Broad-Based Dollar Gains

INSIDE SINGAPORE: Currency Falls Amid Broad-Based Dollar Gains

(Bloomberg) -- Singapore dollar slips in line with major currencies as BBDXY rises for a third day.
  • Currency falls 0.1% to 1.3491 per dollar
  • USD/SGD rising toward convergence of 50- and 100-DMA’s; click here for chart
  • Singapore non-oil domestic exports for June offered some “green shoots,” as five of top 10 NODX markets saw an expansion, versus three of 10 in May, Selena Ling, head of Treasury research & strategy at OCBC Bank wrote in July 18 note
    • Electronics and biomedical output have been improving of late according to IP data for January-May period and preliminary 2Q16 GDP growth estimates
    • Second-half NODX growth could improve to 1.6% y/y given a low base of -2.8% y/y in 2H15
  • SGD/MYR steady at 2.9483 with chart momentum studies turning higher from oversold territory; click here for chart
  • Yield on 10-yr govt bond fell 2 bps to 1.7180% on July 18, based on data compiled by Bloomberg and central bank
  • Three-month interbank-offered rate fixed at 0.87367% yesterday, lowest since July 2015
  • Six-month swap-offer rate up 1.7 bps to 1.13880% on July 18
  • Singapore Exchange to set up separate regulatory unit by 2017, which is an important step in managing potential conflict of interests, says MAS
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Selena Ling (Oversea-Chinese Banking Corp Ltd)

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UUID: 7947283

HALISTER: IBM Investors Cheer First Signs of Success for Big Blue Strategy

IBM Investors Cheer First Signs of Success for Big Blue Strategy

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
IBM US (International Business Machines Corp)

People
Virginia Rometty (International Business Machines Corp)
Martin Schroeter (International Business Machines Corp)
William Kreher (Edward Jones)

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UUID: 7947283