Welcome to Track.com
The global marketplace for research ideas
At Track.com you will find premium financial research. You will notice that the articles presented are dated - that is because you are not logged in as a subscriber. Feel free to register for free or subscribe.
This is not a financial blog site. What you will find here is real market research by seasoned professionals - the type of research used every day by mutual funds, hedge funds, and proprietary trading desks to make investment decisions. Click here to find out more...
Loading
Faros Morning Update - JPY and the Summertime Blues
Good Morning. Markets were focused on the BoJ overnight as an emergency meeting was announced for Monday. USD/JPY rallied as high as 85.90 area as US and European hedge funds were the main buyers and Japanese ... [ more ]
Categories Financials Currencies Asia Australia Canada Europe LatAm US
The Morning Track – No Surprise, Just Regret?
The Question of the Day: Was the BOJ move pre-emptive? Short Answer – No, JPY is stronger despite the action. The disappointment over the BOJ action today will be the central theme for trading markets ... [ more ]
The Weekly Track – Summer Fun?
The Theme Monitor: The dangerous dance of deflation and the dread of the double-dip recession remained in the front of the conga-line with Bernanke’s Jackson Hole speech and the dribble of bad housing data and durable ... [ more ]
Faros Morning Update - QE2 Anyone?
Good Morning. Please see an update to our trade opportunities section as we have included a long EUR/MXN idea. Full piece and write-up attached for your reference. Relatively quiet session in Asia as markets look ... [ more ]
Categories Financials Currencies Asia Australia Canada Europe LatAm US
The Morning Track – It’s the Economy, Stupid.
The Question of the Day: Why is money unemployed too? The focus of the market is on what the FED Chairman Bernanke will say in his Jackson Hole speech. He has an opportunity to clarify ... [ more ]
Categories Financials Currencies Economics Fixed Income Macro Strategy Asia Europe US
Tickers GLD
Faros Trading Special Report: Deer in the Headlights or Laissez Faire? The Gloves Must Come Off.
The Federal Reserve has a well defined mandate. To "promote effectively the goals of maximum employment, stable prices, and moderate long-term interest rates." Prices are apparently stable and long-term interest rates are beyond moderate, so let’s ... [ more ]
Faros Morning Update - Crosswinds
Good Morning. Please see our new attachment of “Trade Recommendations” for your guide. Although we do not make explicit currency forecasts at Faros, we do highlight themes that we see occurring in the markets and those ... [ more ]
Categories Energy Financials Commodities Currencies Asia Australia Canada Europe LatAm US
The Morning Track - Potpourri
The Question of the Day: Is the overnight good news good enough? Equities are higher overnight, USD slightly lower and bonds lower. Risk aversion has waned and many are pointing to the news overnight as ... [ more ]
Categories Financials Commodities Currencies Economics Fixed Income Macro Strategy Asia Australia Europe US
Tickers GLD
Faros Morning Update - Not Over Yet
Good Morning. Please see our new attachment of “Trade Recommendations” for your guide. Although we do not make explicit currency forecasts at Faros, we do highlight themes that we see occurring in the markets and those ... [ more ]
Categories Energy Financials Currencies Asia Australia Canada Europe
The Morning Track – Epicureanism
The Question of the Day: Is present growth enough to balance future worries? The USD/JPY moves off its 15-year highs overnight as talk of intervention finally works even as JGBs rally and stocks remain offered. ... [ more ]