Central Banks

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• Global Economy Living Off Fed's Gravy Train

  

  The best kept secret is that the Fed does more for the successful operation of the global business cycle than all the "talking shops" (G8, G20, and various U.N. agencies) combined.

• The Great Rotation: Fact or Fiction? 

  

  David Mann, Head Regional Research, Asia, Standard Chartered sees a more positive outlook this year for equities compared with bonds. He says the global liquidity push could result in investors taking more risks.

• FOREX-Yen stays on backfoot, central banks eyed this week

  *Yen wallows at multi-year lows vs USD& EUR. *Euro still favoured among G3, but ECB event-risk looms. SYDNEY, Feb 4- The yen started the new week with a nagging problem, it remained the currency of choice to sell with the Bank of Japan seen under the most pressure among major central banks to ease policy aggressively.

• Why the Canadian Dollar Is Slipping On Oil

  

  Oil prices are rising, which is usually good for the Canadian dollar – but not this time. Here's the reason why, and a trading plan.

• Could the Swiss Franc Be the Next Big Short?

  

  With the euro on a tear, investors are starting to sell the Swiss franc. These experts think it could follow in the footsteps of the yen and be the next great short.

• Big Banks Still Bruised 

  

  As the Dow marches towards a record, bank shares are still nowhere near their highs hit before the financial crisis, reports CNBC's Kayla Tausche. Anton Schutz, Mendon Capital Advisors, and Frederick Cannon, Keefe, Bruyette & Woods, weigh in.

• Santelli's Midday Bond Report 

  

  CNBC's Rick Santelli discusses bond prices and yields.

• WRAPUP 1-Fed officials see brighter global economic outlook

  WASHINGTON/ NEW YORK, Feb 1- Two top Federal Reserve officials painted a picture of cautious optimism on Friday for the U.S. economy in 2013, helped by stronger global growth as the central bank aggressively prints money to curb the nation's lofty rate of unemployment. But New York Federal Reserve President William Dudley and St.

• WRAPUP 2-Mexico central bank split over rate-cut signal -minutes

  *One dissenter to January rate cut signal. MEXICO CITY, Feb 1- Mexico's central bankers disagreed over whether to send a signal that they might cut interest rates if inflation keeps cooling, according to minutes of their January discussions, released on Friday.

• Why Inflation Could Eat Into Stock Gains: Kyle Bass

  

  Stock prices may be rising, but so is the threat of inflation, hedge fund manager Kyle Bass told CNBC Friday. "One of the best performing equity markets in the last decade has been Zimbabwe, but now your entire equity portfolio only buys you three eggs."

• UPDATE 1-Fed's Bullard paints upbeat picture for 2013 US growth

  WASHINGTON, Feb 1- The U.S. economy is on track for a better performance this year and improving growth will put the Federal Reserve in a position to slow or halt its massive bond-buying program, a top central bank official said on Friday.

• FOREX-Dollar falls vs euro after U.S. data, yen keeps falling

  NEW YORK, Feb 1- The dollar fell to a 14- month low against the euro on Friday after U.S. jobs data reaffirmed expectations the Federal Reserve will maintain its stimulative policy and as euro zone factories had their best month in almost a year.

• Fed Strategy to Trigger 'Collateral Financial Damage': Lavorgnia

  

  Deutsche Bank's Joe Lavorgnia anticipates broad "collateral financial damage" once interest rates eventually edge higher. And Art Hogan of Lazard Capital Markets sees the Fed trimming back on quantitative easing in 2013. Both appeared on CNBC's "Squawk on the Street" on Friday.

• FOREX-Dollar hits 14-month low vs euro; yen weakens

  NEW YORK, Feb 1- The dollar fell to a 14- month high against the euro on Friday after U.S. jobs data reaffirmed expectations the Federal Reserve will maintain its stimulative policy and as euro zone factories had their best month in almost a year.

• Yen Slides, Euro Soars, Singapore Is Rattled

  

  Strong data lifts the euro, easing expectations hit the yen, and Singapore faces a forex probe - it's time for your FX Fix.

• UPDATE 1-Banks slow crisis money repayment to ECB

  FRANKFURT, Feb 1- Banks will pay back only another 3.5 billion of emergency 3- year loans from the European Central Bank in a second repayment window next week, suggesting a whopping 137 billion handed back this week was a one-off show of strength.

• Rome Court Summons Bank of Italy Over Monte Paschi

  

  A court in Rome has summoned Bank of Italy officials for questioning on the state bailout of Monte dei Paschi, as scandal spread over the trading that plunged the world's oldest bank into trouble.

• How to Trade the Euro Ahead of the Jobs Data

  

  The euro is resuming its rise, and this strategist sees enough fundamental support for the currency to warrant a trade ahead of the nonfarm payroll report.

• Santelli's Midday Bond Report 

  

  CNBC's Rick Santelli discusses bond prices and yields.

• ANALYSIS-Draghi's new powers under Monte Paschi spotlight

  *Bank of Italy probed by prosecutors for oversight failure. ROME, Jan 31- As European Central Bank head Mario Draghi prepares to become banking supervisor for the euro zone, he can ill afford the charge that under his leadership, Italy's central bank let scandal-hit Monte Paschi off the hook with woeful oversight.