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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 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
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
Hassium - Market Summary 11th August 2010
Market Summary We maintain our cautious stance despite the stronger than expected Q2 earnings season. The July equity rally was also about short covering with light trading volumes. The US housing market continues to be fragile, ... [ more ]
Petrobras Reports Solid Q2 Results, Commitment To CapEx - Share Offering Now Center Stage
Following Friday’s close, Brazilian oil giant Petrobras (NYSE: PBR) reported Q2 net income of BRL 8.4 bn ($4.74 bn), up 7% from Q1. Analysts had been expecting a profit of US$4.5 bn. In the first half ... [ more ]
Faros Morning Update - For Whom the Bell Tolls
Good Morning. We issued a special report detailing our study of the causal relationship between the USD and CNY flexibility, please have a look in your inbox. Quiet session overnight in Asia and Europe and we ... [ more ]
Categories Energy Financials Currencies Asia Australia Canada Europe