Australia Focus : Thank You BoJ, No Thank You Fed !
Yes. Thank you BoJ, Kuroda, GPIF, Aso and Abe. If you want to know what is the shape of things to come, just take a look at the relative performances of the various… Continue reading
Category Archive: Forex
FX Thoughts : FOMC Halloween Edition
An action packed weekend with the Eurozone banks audit all sorted with minimal fuss after a year of suspense and Brazil elections done and over with. It was overall, a boring week with… Continue reading
China Focus : Rule of Law or Rule of Smog ?
Misty days as Beijing remains shrouded in smog and intrigue as pilots learn to land blindly. Good news is that the people will get a holiday during the APEC summit next month. http://www.reuters.com/article/2014/10/25/us-china-pollution-idUSKCN0IE02L20141025… Continue reading
Australia Focus : The Real Estate Romance
It took Ebola and China GDP numbers to move the AUD and not the RBA minutes, which is not that surprising. It’s been a quiet week without the major central banks saying… Continue reading
Swiss Referendum : The Meaning of or the Lost Cause Of Gold ?
Some of us may be aware that there will be a referendum in Switzerland on the 30th of November to decide on the fate of gold in their national coffers, making monetary policy… Continue reading
Fx Thoughts : It’s Not Ebola, It’s All About QE-la
For the volatility and finger pointing last week, Greed reared its pretty head, taking only 1 comment from a non voting (till 2016) member of the FOMC to get the markets back to… Continue reading
China Focus : The Political Destiny
19 October : Comet Siding Spring set to whizz close to Mars (and disintegrate in the process) after flying about for the past 4.5 bio years (same age as Earth) from the outlying… Continue reading
Malaysia and Singapore : Different Gears
Malaysia unveiled their 2015 Budget last week and it has been well received as the country pledges to reduce their budgetary deficit yet again for 2015 and raised the GDP forecast for 2014.… Continue reading
FX THOUGHTS : Beware Of Central Banks, They Are Scared Too
Most Read Article : Fed Officials May Slow Tightening If World Growth Disappoints http://www.bloomberg.com/news/2014-10-12/fed-officials-may-slow-tightening-if-world-growth-disappoints.html 14 months ago, 28 Aug 2013. “You have to remember that we are a legal creature of Congress and… Continue reading