Soos Global Capital submits: This article is a slightly different version of my weekly “Setting Up for the Opening Bell” series. It combines a review of this week’s activity with a preview of next week’s, and is supplemented with a thought-provoking sharing of actual positions along with key ideas that are driving our investment decisions. [...]
Cliff Wachtel submits: Key Market Drivers For The Prior and Coming Week: Over the past week, the term ‘the race to the bottom’ has referred to the competitive currency devaluation by various states as means of boosting exports and gaining growth at the expense of others. Regular readers know I’ve believed that the EU’s sovereign [...]
Dian L. Chu submits: Crude Oil hit a high of $84.09 on Thursday morning before investors sold into the rally in all commodities before the volatile jobs report on Friday morning. The shorts pushed Crude to a weekly low of $80.30 early Friday morning, which was a nice buying opportunity, as Crude Oil closed the [...]
Bruce Krasting submits: Last Sunday night I wrote about the coming week: If next Friday the Buck is lower across the board and the BoJ is a bit bloodied Ben Bernanke will light a cigar. Complete Story »
Clive Corcoran submits: The following "initiative" from Mr. Geithner follows on from a theme articulated earlier in the week, in which the older and supposedly richer (in fact, the most indebted) economies are prepared to grant more power to the newer and less affluent (in fact, surplus economies with huge currency reserves and savings) economies [...]
Econ Grapher submits: This week we look at some of the monetary policy decisions during the past week (Australia, Indonesia, Japan, Europe, UK, Philippines). Then we review some interesting data points from the US; non-manufacturing PMI, consumer credit, and the nonfarm payrolls report. Then we finish up with a look at the strong employment numbers [...]
Matthew Bradbard submits: There are too many equity, metal bulls and dollar bears to see a continuation of the recent move… only my opinion. We are still operating under the influence that Crude oil prices are moving higher but we reserve the right to change our mind on a settlement above $84 in the November [...]
Edward Harrison submits: Morgan Stanley has an interesting piece out today, arguing there is no ‘currency war’… yet. Win Thin made some points on this score yesterday, pointing to real effective exchange rates in developing countries. Morgan Stanley’s Manoj Pradhan has a different take, citing the lack of emerging market retaliation (see Global Monetary Analyst: [...]
Tom Lydon submits: Currency traders are having a hard time keeping up as an “international currency war” threatens to destabilize the currency status quo. Despite efforts to keep currencies low, some currency exchange traded funds may decline as currencies continue to appreciate. Dr. Dominique Strauss-Kahn, managing director of the International Monetary Fund (IMF), stated “there [...]
Wall Street Cheat Sheet submits: By Jordan Roy-Byrne, CMT If you’ve followed our work you know how useful intermarket analysis can be when deciphering future movements and trends in the precious metals complex. Years ago when I would analyze gold I would only follow gold. Now I am aware of a wealth of markets that [...]
