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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 ]
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
The Morning Track – Bubble and Squeak
The Question of the Day: What makes a Bond Bubble? Short Answer - Fear. The good news is that we start the week with less fear, the bad is that we also have less hope. The ... [ more ]
Categories Financials Commodities Currencies Economics Equities Fixed Income Macro Strategy Asia Australia Europe US
Tickers GLD
Faros Trading Special Report: For Greater Growth Follow Developing Markets Lessons: Intervention Works
The latest release from the IMF detailing Worldwide International Reserve Assets by Economy reads like a road-map for engineering growth. If we take a look at the countries with the largest YOY growth in international reserves ... [ more ]
The Morning Track – Looking the Wrong Direction
The Question of the Day: Are markets too myopic? Overnight selling of stocks and buying of bonds continued as the markets react to the weaker US data yesterday and forecasts for global growth recede. This comes ... [ more ]
BHP-Potash: Emerging Market Food Demand Setting The Table?
Just when it seemed like the "fertilizer wars" were over! A budding feud, reminiscent of the year-long battle between fertilizer companies Agrium (NYSE: AGU), CF Industries (NYSE: CF) and Terra Industries (acquired by CF in March ... [ more ]