Tag Archive: CESIUSD CITI ECONOMIC SURPRISE INDEX USD

Time For Another Asian Crisis

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Emerging market funds have seen record breaking weekly inflows for the month of July led by hard currency funds and their ETFs. “Emerging… Continue reading

Currency Wars : Chasing Bad News

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It’s been nothing but bad news on the US economic front with data mostly disappointing for the past 3 months.   Economic numbers have not been this bad since early 2009 and there… Continue reading

FX Thoughts : The Lonely USD And EM Dreams

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The USD dollar is in a lonely place this year as central bankers break ranks in their hierarchies and mostly losing heart. The typical job of a central banker is to manage 1.… Continue reading

Equity Wednesday : No Guts No Glory, Remember Oct 87

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I am beginning to think its a market plague even as the world has a few real diseases outbreaks to worry about. BUBONIC PLAGUE A Chinese town has been sealed off and 151… Continue reading

No Use Being Sentimental – Ignoring Economic Surprise Indices

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Global sentiments are not hot. The Citi US Economic Surprise Index (CESIUSD) is at an 18 month low notwithstanding the S&P 500 and bond yields. Given the way markets are reacting, we would… Continue reading