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Seven Observations about the Yen

April 05, 2012
1. The yen was the weakest of the major currencies in Q1, losing about 7.2% against the dollar. There was a clear shift in both speculative and portfolio flows. The net speculative position in the IMM futures shows a swing from near the largest long position in a decade to the largest net short position since the onset of the financial crisis. In…
Seven Observations about the Yen Seven Observations about the Yen Reviewed by Marc Chandler on April 05, 2012 Rating: 5
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Dollar and Yen Advance; SNB Challenged

April 05, 2012
The US dollar and yen are continuing the rally that began earlier this week.   The latest leg is more a function of poor developments in the euro zone rather than good news in the US.  The US will report weekly initial jobless claims which are sitting at the lowest levels since the recovery began, but it is the continued sell-off in euro zone bon…
Dollar and Yen Advance; SNB Challenged Dollar and Yen Advance; SNB Challenged Reviewed by Marc Chandler on April 05, 2012 Rating: 5
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Seven Observations about the Euro

April 04, 2012
1. As the world took a step away from the proverbial abyss with the firming of the US economy and the ECB's massive liquidity injections in Q1 the dollar suffered. The re-establishment of positions that were liquidated in Q4 and unwinding of part of the large long dollar positions amassed were key drivers. Those moves appear to have run their…
Seven Observations about the Euro Seven Observations about the Euro Reviewed by Marc Chandler on April 04, 2012 Rating: 5
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FOMC Sets Dollar Tone

April 04, 2012
The minutes from the March FOMC meeting have continued to drive the dollar higher, except against the yen, and bonds and stocks lower.  Especially in the context of Bernanke's recent remarks, the, should we say less than dovish, tone to the minutes caught the market wrong footed.
The FOMC in essence tweaked its economic and inflation assessme…
FOMC Sets Dollar Tone FOMC Sets Dollar Tone Reviewed by Marc Chandler on April 04, 2012 Rating: 5
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More on Pell Grants More on Pell Grants Reviewed by magonomics on April 03, 2012 Rating: 5
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Great Graphic: Why We Can't Go Back to the Sixties Great Graphic: Why We Can't Go Back to the Sixties Reviewed by magonomics on April 03, 2012 Rating: 5
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More than A Jobs Preview

April 03, 2012
The March US jobs report will be released Friday, Good Friday, when many European countries are on holiday and the US is partially on holiday. Unlike the proverbial tree that may not make a sound, if there is no one to hear it, the data will be important even if the lack of market participation prevents much of a reaction.
Given these circumstan…
More than A Jobs Preview More than A Jobs Preview Reviewed by magonomics on April 03, 2012 Rating: 5
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