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Maybe the ECB Should Consider QE

November 30, 2010
The Federal Reserve's QEII has been widely criticized by politicians, though received somewhat greater support by central bankers. Maybe the ECB should consider it own variant of quantitative easing.
A couple of large investment houses have argued that Europe needs a large fiscal transfer from the wealthy (primarily Germany) to the poor (large…
Maybe the ECB Should Consider QE Maybe the ECB Should Consider QE Reviewed by Marc Chandler on November 30, 2010 Rating: 5
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Consider Selling Dollar-Yen

November 30, 2010
The dollar has surprised many by rallying this month after QEII was announced. The crisis in Europe has overwhelmed other considerations. But the dollar has also rallied against the yen, reaching its highest levels since late Sept yesterday. There are three reasons to expect the dollar to come off against the yen.
First, the higher volatility and …
Consider Selling Dollar-Yen Consider Selling Dollar-Yen Reviewed by Marc Chandler on November 30, 2010 Rating: 5
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Europe's Crisis Deepens

November 30, 2010
There is one major driver in capital markets and it is the the widening crisis in Europe. Month end demand for euros has been more than offset by concern that Europe is experiencing a systemic and existential challenge. Pressure is evident outside of the periphery, which has up until now been the main focus. Spanish, Italian and Belgian bonds are …
Europe's Crisis Deepens Europe's Crisis Deepens Reviewed by Marc Chandler on November 30, 2010 Rating: 5
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In A Disappointing Europe, Sweden Stands Out

November 29, 2010
Europe is engulfed in a financial crisis that is also becoming a political crisis. Sweden stands out as an exception and we affirm our expectation of the krona's out performance in period ahead.
Sweden's economy contracted 5.3% last year but has rebounded smartly this year. Q3 GDP was reportedly earlier today and at 2.1% quarter-over-quart…
In A Disappointing Europe, Sweden Stands Out In A Disappointing Europe, Sweden Stands Out Reviewed by Marc Chandler on November 29, 2010 Rating: 5
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Euro Comes Off Further in Early NY

November 29, 2010
The euro continues to come under pressure and is making new lows in early North American turn over despite talk of interest from an Asian central bank. The euro has slipped below its 200-day moving average (~$1.3130) for the first time since Sept 21. The 50% retracement of the rally from early June through early November index comes in around $1.3…
Euro Comes Off Further in Early NY Euro Comes Off Further in Early NY Reviewed by Marc Chandler on November 29, 2010 Rating: 5
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Market Unconvinced, Euro Tumbles

November 29, 2010
The global capital markets are not impressed with the European efforts to stabilize the situation. The euro continues to struggle to sustain even the most modest of upticks and the relief in the European sovereign bond market is hardly convincing. The 85 bln euro package provided to Ireland is less than meets the eye insofar as 17.5 bln comes from…
Market Unconvinced, Euro Tumbles Market Unconvinced, Euro Tumbles Reviewed by Marc Chandler on November 29, 2010 Rating: 5
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CNBC: Euro Crisis: Solvency vs. Liquidity CNBC: Euro Crisis: Solvency vs. Liquidity Reviewed by magonomics on November 24, 2010 Rating: 5
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American Monetary Association: Making Sense of the Dollar American Monetary Association: Making Sense of the Dollar Reviewed by magonomics on November 24, 2010 Rating: 5
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Dollar Remains Firm

November 23, 2010
The US dollar remains firm as nervousness over the Korean peninsula and the ongoing turmoil in Europe. A number of shots fired between North and South Korea coincide with fresh reports of North Korean progress in its nuclear weapons program and some reports suggesting an earlier transition of power domestically weighed helped lifted the dollar dur…
Dollar Remains Firm Dollar Remains Firm Reviewed by Marc Chandler on November 23, 2010 Rating: 5
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