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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
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 ]
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
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 Evening Track – Smoke without Fire?
Question of the Day: Can it get worse? Short Answer – Yes, but we all know that the FOMC will ease further if it does. Maybe that is the reason why early panic turned ... [ more ]
Categories Financials Currencies Economics Fixed Income Macro Strategy 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