AFTER SEEING STARS, WE SEE A FULL MOON
After seeing stars in the past week, we saw a Full Blue and Red Moon last night. A Blue Moon is the third full moon in a season with four (most seasons have… Continue reading
After seeing stars in the past week, we saw a Full Blue and Red Moon last night. A Blue Moon is the third full moon in a season with four (most seasons have… Continue reading
It feels like the end of the world is upon us here in Asia. Perspective. Equity hit hard because it is usually the last to go. Just look at Jakarta Composite down 11… Continue reading
As we wrote in on Aug 2: “…Once every few weeks—the next time is Friday—Nippon Television Network Corp airs a Ghibli movie in the prime Friday evening spot. During the trading session after… Continue reading
Do Not Feel Alone. It is ugly out there. Imagine Citi FX Headlines going Tough Times – Position Cutting in G10, EM Undiversified. It is true. “The costs of holding risk is increasing,… Continue reading
Heavy week with heavy repercussions on the domestic front. We started with a bang and a resounding 2Q GDP but forecasts of a slowdown going ahead. “· MTI forecast raised to 2.5-3.5%,… Continue reading
As we mentioned before: “…Abenomics thinks that inflation will chase money out of hoarding into investments. What he forgot is that the Senkaku-Diaoyu affair gives capital very little confidence to invest within Japan.… Continue reading
A pleasant surprise on Hari Raya Puasa and the National Day , Singapore was rewarded with a big black candle in the USDSGD chart. We have broken into the Ichimoku cloud ! “Aug.… Continue reading
“JAKARTA, Indonesia—Investors are souring on Indonesia as growth slows and a contentious election approaches. Some investors see more trouble ahead. Indonesia is one of several emerging markets dealing with slowing growth, high inflation… Continue reading
Ad Hoc Commentary – Yellen 2014 Clinton 2016
byEarlier today, this was making the rounds on the grapevine: “…A source from Team Obama told CNBC that Larry Summers will likely be named chairman of the Federal Reserve in a few weeks… Continue reading →