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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 ]
Fading Bernanke?
The market wants to believe in its institutions – the FED is one of those – so why fade this speech? The first reason to fade the FED is contrarianism. Everyone seems to want to ... [ more ]
Categories Energy Commodities Currencies Economics Equities Fixed Income Macro Strategy US
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 ]
Good Saddles, Bad Horses
Riding on a wave of good news from the US weekly jobless claims to the drop in MBA mortgage delinquencies equities rallied, bonds sold off and the USD dropped – but it wasn’t sustainable. We ... [ more ]
Categories Real Estate Commodities Economics Fixed Income Macro Strategy Europe US
Tickers GLD
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
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 ]
The Evening Track – Just Numbers?
The Question of the Day: Is DJIA 10,000 like Nikkei 9,000? The market for shares briefly broke DJIA 10,000 after the disappointing existing home sales stoked fears of a double-dip recession in the US. This ... [ more ]
Categories Financials Commodities Currencies Economics Equities Fixed Income Macro Strategy Europe LatAm US
Tickers GLD
The Morning Track – The Tempest
The Question of the Day: Does breaking Nikkei 9,000 matter? The index broke to new 1 year lows at 8,995 as the battle against the JPY rages as a tempest and the EUR/JPY touches new ... [ more ]
Categories Financials Commodities Currencies Economics Equities Fixed Income Strategy Asia Australia Europe US
Tickers GLD