Blog Archives

The Yen may be here to stay as unlimited easing sets in | Abenomics and the Yen-$ parity

Earlier in 2010 and 2011 wwe had warned readers that Japan should find a defender of faith for inflation as that was the only way to get out of “endemic deflation”. While the Yen had started the nineties above 100

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Posted in Financial Markets

Mid Market Commentary (Spanish Bailout?) – Euro breaks down in a sweat

As the conditions of the EU became clear after the market open, commodities responded in kind to the fracture of the Euro with a sudden risk off that plunged nascent Copper, Natural Gas ( ni $2.2 ) and many other

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Posted in Banking, European Sovereign Debt crisis, Financial Markets

Enter the Yen: Yuan start depreciating on higher volume of trade and noose tightens | Insight China

Deflationary fears are currently at their peak in the USA while the Yen is trying hard to stay competitive and keep growth fuel running positive miles but the Yuan tired of appreciating faster thru 2011 is likely to even depreciate

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Posted in Amitonomics, Banking, China, Global, US

US retail drops pretence: Well the going is tough, so let’s get going!

The Redbook recorded a 3% year on year rate Y?Y change dipping further from 3.4% last month to the expected lower rate of 3% as retail fails to catch the flame from a tired 2011 holiday season. So much for

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Posted in Financial Markets

They pegged it! | The Swiss Franc is now CHF 1.20 = 1 EUR

The Swiss Franc is now CHF 1.20 = 1 EUR and already trading the Dollar 10% higher at 80 cents from 87 cents just yesterday..The Euro already down below $1.40 The Swissie finally gives up on the power game ..and took

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Posted in Amitonomics, Banking, Global, US

Feeling daft? It's the yen going up..| Advantage zyaada

The markets have a good President , the debt ceiling has moved only now suddenly everyone knows we have overspent and there is no bull in commodities none in Oil, none in Equities, the Fixed income yields can’t really fall

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Posted in Amitonomics, Emerging Markets, Financial Markets, Financial Services, Global, Retail Lifestyle, US

Are you shorting US Treasuries just yet?| Advantage Research

Also, rising interest rates need a reason to rise above 0 The global carry trade has had favorites. most know it to be long yen short dollar. then in 2008 it was mostly short dollar, long any nice looking Curls

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Posted in Amitonomics, Financial Markets, Global, US

Japan's tragedy kicks up the yen – III | Factoring the tragedy, slowly

The weakness in the Yen is long lasting. In fact while the G7 intervention was only a $500 billion a year long Japanese intervention of closer to $17 trillion also is not really required any more. the weakness in the

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Posted in Amitonomics, Global, US

Japan's tragedy kicks up the yen | Advantage Economics

In the most bizarre of global trade fulcrums, resting on a export led Japanese economy, the almost-nuclear tragedy post Tsunami has apparently caused a rise in the yen based on the inflow of $40bn from insurance companies that would have

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Posted in Banking, Emerging Markets, US