Edit

Great Graphic: Is Euro-Yen Telling Us Something about Dollar-Yen?

June 30, 2014
This Great Graphic, created on Bloomberg, shows the euro-yen (white line) and dollar-yen (yellow line) over the past three months indexed to April 1.  What it seems to show is that euro-yen has been leading dollar-yen.  The euro tends to peak and bottom before the dollar does against the yen. 
This is particularly noteworthy because the euro is has…
Great Graphic: Is Euro-Yen Telling Us Something about Dollar-Yen? Great Graphic:  Is Euro-Yen Telling Us Something about Dollar-Yen? Reviewed by Marc Chandler on June 30, 2014 Rating: 5
Edit

Emerging Markets: Preview of the Week Ahead

June 30, 2014
(from my colleague Dr. Win Thin)
EM currencies have firmed over the past week, confirming our view that the global backdrop remains supportive for risk appetite. There is some negative headline risk from Argentina (see below) as well as general geopolitical tensions in the Middle East, but risk sentiment has generally held up well and has recovered…
Emerging Markets: Preview of the Week Ahead Emerging Markets:  Preview of the Week Ahead Reviewed by Marc Chandler on June 30, 2014 Rating: 5
Edit

The Week Ahead is about Clarity

June 29, 2014
The low volatility of the capital markets should not be confused with high confidence by investors at the moment.  The outlook for the US economy has been clouded by the unexpectedly large drop in Q1GDP and weak real consumption in April and May.  
There is great uncertainty over the world's second largest economy and the extent that the weakne…
The Week Ahead is about Clarity The Week Ahead is about Clarity Reviewed by Marc Chandler on June 29, 2014 Rating: 5
Edit
Currency Positioning and Technical Outlook: Dollar Shakes, but will it Break? Currency Positioning and Technical Outlook:  Dollar Shakes, but will it Break? Reviewed by Marc Chandler on June 28, 2014 Rating: 5
Edit

Cool Video: Solar Roadways: Is the Future Now?

June 28, 2014
Check out this Cool Video; a compelling five minute articulation of a vision to cover various surfaces, like roads, driveways, parking lots with solar panels.  It pulls together various technologies that already exist.    
Some critics worry about the materials to be used, or the efficiency of photovoltaic cells or the practicality of covering road…
Cool Video: Solar Roadways: Is the Future Now? Cool Video:  Solar Roadways:  Is the Future Now? Reviewed by Marc Chandler on June 28, 2014 Rating: 5
Edit

German Inflation Ticks Up: Implications for EMU and ECB

June 27, 2014
German consumer prices rose more than expected in June.  This was immediately reflected in the recovery of the euro from the session lows toward the highs, albeit within the narrow quarter cent range.  
The preliminary EU harmonized measure rose 0.4%, twice what consensus expected.  That helped lift the year-over-year rate to 1.0% from 0.6%.  
In tu…
German Inflation Ticks Up: Implications for EMU and ECB German Inflation Ticks Up: Implications for EMU and ECB Reviewed by Marc Chandler on June 27, 2014 Rating: 5
Edit

Cool Video: Second Part of Boom Bust Interview

June 27, 2014
This Cool Video is the second part of my interview with Erin Ade on Boom Bust program on RTV.
Edward Harrison of Credit Writedowns is anchoring this segment.  For full disclosure, Ed has been very helpful in helping me navigate the social media, and his own efforts have been an inspiration.  
We discuss what the ECB is doing and the dollar-bloc a bi…
Cool Video: Second Part of Boom Bust Interview Cool Video:  Second Part of Boom Bust Interview Reviewed by Marc Chandler on June 27, 2014 Rating: 5
Edit

Yen Advances Mostly on Treasury Rally

June 27, 2014
Most of the major currencies are little changed against the dollar today. The yen is the main exception. The greenback appears poised to finished the week below the 200-day moving average against the yen for the first time since late 2012 (~JPY101.70).
The main impetus does not appear to be coming from Japan but from the drop in US Treasury yie…
Yen Advances Mostly on Treasury Rally Yen Advances Mostly on Treasury Rally Reviewed by Marc Chandler on June 27, 2014 Rating: 5
Edit

Emerging Markets: What Has Changed

June 26, 2014
(from my colleague Dr. Win Thin)
1) The Australian Bureau of Meteorology softened its forecast for El Niño
2) China stocks rose as the first IPOs in four months were well-received
3) Czech central bank said the koruna cap won’t be scrapped before Q2 2015
4) Russian lawmakers rescinded authority for him to use force in Ukraine
5) South Africa’s pla…
Emerging Markets: What Has Changed Emerging Markets:  What Has Changed Reviewed by Marc Chandler on June 26, 2014 Rating: 5
Powered by Blogger.