US Q1 GDP likely slowed – Danske Bank

Research Team at Danske Bank, suggests that the US will see the first estimate of GDP growth in Q1 and they expect this to confirm that activity slowed in Q1 as most indicators have shown.

Key Quotes

“We look for growth of a mere 0.7% q/q (ar) as private consumption has slowed and investments have been weak. Our main scenario is that growth will rebound in Q2 and Q3, as we expect consumption growth to pick up again because it has been relatively subdued in Q1 despite high consumer confidence and increasing employment.”

BoJ: No fiddling with policy - TDS

Research Team at TDS, notes that the BoJ did not fiddle with policy, keeping all existing measures intact.
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Go long PLN as concerns around 'risks' are overdone – Deutsche Bank

Gautam Kalani, Strategist at Deutsche Bank, notes that the downgrade risks, fiscal fears, worries about a rate cut and fx mortgage conversion concerns have been cited as reasons behind the latest depreciation in PLN.
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