Tag Archive: EURUSD

Taper Vs Negative Rates – Not much to choose from, Sell EUR

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Between the USD and the EUR, we have more than half the world of assets covered and the 2 most powerful central banks in the world, disputably. If both central banks (not including… Continue reading

The European Investment Case – Carry Away

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Europe + Japan = 1/3 World GDP Both are targeting INFLATION with QE and zero to negative rates. QE is a privilege reserved only for the world’s best <wink> because QE from a… Continue reading

FX Take : ECB Done, BOJ Next – Nothing is ever good enough

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I am not sure if this is what forward guidance means but the price action of EURUSD after the ECB was another classic. From what was supposed to be a currency negative story… Continue reading

Thoughts on the ECB Tonight – Remember Last Month !

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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

The Sorry State of Forex Markets

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A hedge funder was lamenting that he positioned for an ultra strong Non Farm payroll number but ended up losing money too because the markets then decided to blame it on Ukraine. Not… Continue reading

Passover, Full Moon Eclipse and Nose Bleeding Markets – EURUSD

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The Jewish Pesach (Passover) started yesterday along with the full moon (eclipse) and Janet Yellen gave us nosebleed by not mentioning anything about monetary policy in her speech, leaving the market LOST and… Continue reading

Ad Hoc Commentary – banks as the whipping boy; Buba tacit approval to Europe QE

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“…Wall Street banks and their foreign rivals have paid out $100bn in US legal settlements since the financial crisis, according to Financial Times research, with more than half of the penalties extracted in… Continue reading

Weakness Is Strength – EUR

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There is strength in weakness and the EUR is soaring against the USD even as and the DAX is crashing in a pretty double dome formation. Even as Soros proclaims 25 years of… Continue reading

Out of Inspiration : Follow JPM ?

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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

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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