Tag Archive: MERKELECTIONS

Ad Hoc Commentary – Merkelections, status quo won a landslide, probably time to short the EUR.

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Merkelections did not give us a hung Bundestag as yours truly expected. The Germans instead handed Merkel a landslide, essentially giving the status-quo a landslide victory. However, the surprise strength of the Euro-skeptic… Continue reading

Macro Outlook : Taper Taser In The Most Important Next 10 Days

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All the good work of the PMIs were wiped out by the Non Farm Payroll which fell short enough to unconvince about half the world that the Taper is imminent. “Fed watchers Jon… Continue reading

Ad Hoc Commentary – the Ghibli curse came true, Merkelections will save the rest of us

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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

Ad Hoc Commentary – last sucker rally for the goldbugs, stay away from equities till German elections

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Gold did well overnight, so did the JPY. It seems that after years of USD weakness, some still cannot accept that the USD will be king in the next two years. What we… Continue reading