Q4: More of the Same?
Photo courtesy of Ms Eleanor W., Perth, W.A.. Three quarters into the year, let’s take stock of where we are in terms of performance across the different equity and credit asset classes… Continue reading
Tag Archive: ECB
Market Thoughts – Are You America’s Friend or Foe ? USD is Not Cool.
Scrolling through my email’s In Box, I am stumped by the number of synonyms of the words STUMPED and STYMIED in the various titles of fx market commentaries, analyses and reports I have… Continue reading
Thoughts on the ECB Tonight – Remember Last Month !
After 6 years, I am getting tired of markets sitting around and hanging on every word that comes out of the central banks or finance ministers or Shinzo Abe. And memories are so… Continue reading
Hitting Reset Is The New Way Of Life – Back To Square One
After witnessing your son graduate from elementary school, there will be an inevitable sense of loss for us. 12 years gone by with no reset button. That is much like the new way… Continue reading
Ad Hoc Commentary – ECB rate cut: the European sovereign debt crisis has come home to roost
The official story is the European Central Bank (ECB) interest rate cut is to prevent euro zone’s recovery from stalling as inflation tumbles. That is good enough for most. However, yours truly believe… Continue reading
Out of Inspiration : Follow JPM ?
Perhaps it was the solar eclipse yesterday that sapped the energy out of me. Or perhaps it had to do with my insane whopper of a bbq session last night that involved roasting… Continue reading
A Simple Life Into Month End – FOMC & BoJ Special
Month end on Thursday, 31st October and we have 2 big central bank meetings that are poised to be non events. BOJ BOJ rate decision day and a glimpse into 2014 monetary base… Continue reading
Bye Hungry Ghosts, Hello Central Banks
I have been told that yesterday was the last day of the Hungry Ghost month. And what a hungry ghosty month it has been. Currencies have decoupled from the rest of the markets… Continue reading
Central Bank Mafia – Fed, ECB, BoJ Battle of the Balance Sheets
I believe we have a new pecking order for central banks. DON Bernanke. Hitman Abe. And Cheerleader Draghi. Now the racket has been exposed. It is the game of beggar thy neighbour and… Continue reading