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Faros Morning Comment: The Dollar Index Marches Lower
Global PMI data released yesterday has had a marked effect on the market's perception of the US dollar. For quite some time the market has tried to focus on weakness in the global economy while brushing ... [ more ]
Faros Evening Update - Asia Lightens up Risk while CNY Shuffles
Asia began where NY left off in terms of risk appetite with equities opening higher and USD vs. NJA currencies opening lower. USD/KRW and USD/MYR out of the gate first with market players referencing the late ... [ more ]
Categories Energy Financials Currencies Macro Asia Australia Canada Europe
Faros Morning Comment: PMI's and China, Thanking the Cause for the Cure.
Last night the market focused on Chinese PMI numbers and Australian GDP, but a plethora of other PMI data hit the tapes throughout the night. In China, August Manufacturing PMI came in at 51.7 vs the ... [ more ]
Faros Morning Update - Risk Aversion in Thin Summer Markets
Good Morning. Equity markets were weaker overnight on thin summer trading and the Nikkei took the brunt of the pain down 3.55%. Markets are blaming strong JPY for the move but the technical picture in Nikkei ... [ more ]
Categories Financials Currencies Asia Australia Canada Europe LatAm US
The Morning Track – Sea of Red
The Question of the Day: Does FX matter – is it JPY that drives markets lower? The movement in JPY has led to a significant battle between the government and the BOJ over policy with ... [ more ]
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 ]
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 ]