Tag Archive: FED FOMC

Blame The Weather, Then Blame The War – Lower Expectations, Higher S&P 500

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The world has caught on the game and even central banks are long equities. Life is all about expectations and meeting them. When your expectations are low, you will always be happy and… Continue reading

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

Midsummer Is Here – Inflation, Gold and Bitcoins

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Midsummer at exactly 6: 51 pm today as we mark the summer solstice and the longest day of the year. The weather does the day credit with the warm breeze that is blowing… Continue reading

International Bonds Weekly : The Kangaroo Report

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Investors cannot get enough of AUD but Australian companies are rushing out to issue in Europe where it is cheaper. SGSP Australia to Sell EU500m 8Y Bonds, IPT MS +90bps Area (8Y 1.23%+0.90%… Continue reading

Volatility Created When She Speaks – Don’t Trade If You Can’t Parse

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Trading is not like the old days, information, analyse, act and react by a human brain. It is about PARSING and analysing the number of times the word “inflation” appears or “bubble” and… Continue reading

Weight Of The World (Cup) On The FOMC

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“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” – John Templeton We are between stage 3 and 4 ? My mind hazy from all the… Continue reading

Father Knows Best ? Not Always – Market Thoughts

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Sometimes I wonder why life is so carefree for a child or teenager like my son. And so I drew it out. For him, things that he can control, he really cannot be… Continue reading

International Bonds Weekly : The Kangaroo Report

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Australian stocks at at 3 1/2 week low and AUD/USD at a 6 month high. Mind warp ? Poor jobs data out on Wed failed to deter the currency from stampeding past 0.94… Continue reading

Yes, It Will Crash. By How Much ?

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The undercurrents have yet to hit retail space as institutional research reports emerge that are sounding faint alarm bells that buzz louder each day as summer approaches. Many of these research reports are… Continue reading

Market View – Feeding Out Of Yellen’s Hands

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I do not really bother about all those editorials we read about America losing her political clout on planet Earth. Bernie’s analogy of the Romance of the 3 Kingdoms in his Ad Hoc… Continue reading