Kiran Kowshik - UniCredit Research

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Last quote by Kiran Kowshik

The bigger-picture driver for these movements you are seeing in emerging market currencies at least over the past two weeks, are signs of a more hawkish turn from central banks – including the ECB, Fed and the Bank of England. At the same time, when oil prices fall you tend to see inflation expectations fall as well – those two things together - nominal bond yields moving up and inflation expectations moving down - take real rates higher.feedback
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Jul 04 2017 Oil
We found 10 articles in which Kiran Kowshik said something. The most recent Kiran Kowshik’s quote is: “The reason we expect a 50 bps cut is inflation fell to their target in May, and so far signs from the first quarter are that domestic demand is still soft and they have room to cut.”. In addition, all sources we refer have quoted Kiran Kowshik 20 times. On this page, you will find all of Kiran Kowshik’s quotes organized by date and topic.
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Kiran Kowshik quotes

Feb 13 2017 - Oil

(Rouble strength) is mostly because of oil, which continues to be well-supported, but also now many people are coming to realise that the dollar purchases in the grand scheme of things won't make a huge difference. Many people thought there would be 5-10 percent upside on dollar-rouble due to the purchases, probably many short rouble positions were built, and those may be getting unwound.feedback

Jan 11 2017

It's January, but the lira has gone through most people's year-end forecasts. I think it can keep weakening if the central bank doesn't do something as flow pressures will work against it. At the end of the day they need to get real rates significantly higher ... They need to do in one shot and they need to do it quickly.feedback

Oct 04 2016 - Turkey

Emerging currencies were doing well for a while, driven by the low-for-longer theme, re-flattening of (developed) yield curves and energy prices being better supported. But now we have some idiosyncratic stories linked to politics. That's why Turkey is underperforming.feedback

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