Opinions, Page 4
Major China and the United States indexes are Vulnerable after a long rally
China and the United States returned to optimistic rhetoric about the trade agreement conclusion proximity and negotiations progress. Despite the fact that the initial deadline has already been passed, the markets are extremely positive about this news.Read More
Yuan Revaluation will be a Grave Mistake for the Chinese Economy
U.S want China to revaluate yuan a claim that can hardly be met by the Chinese if they do not want repeat Japanese 2 lost decadesRead More
Chinese Equities Enter a Bull Market on Trade Optimism
What sounded like mission impossible a couple of months ago, now seems doable. President Trump announced late Sunday that he will delay the U.S. increase on Chinese tariffs which were scheduled for 1 March.Read More
Why Trade Wars End is Good News for the Dollar
Markets cheer trade news talksGlobal markets demand for risky assets persists due to hopes for trade negotiations progress and confirmation of the Fed’s soft position. Sources close to the negotiations report that the United States and China are getting closer on key issues, that feeds hope of ending the tradeRead More
Is the Italian Government Thinking to Touch Gold Reserves?
The populist Italian government is looking at a controversial source of income to help cover the costs of its spending spree: the gold treasure held by the Bank of Italy (Bankitalia).Read More
Next Global Crisis – Strengthening U.S. Dollar Index or Weakening Euro?
Judging from the way the dollar index is weighted, the best bet for another surge to the upside will be a weaker Euro, Japanese Yen and British Pound.Read More
Russia – Not the Rating it Needs but the Rating it Deserves
Yesterday I took part in a discussion program on the Russia-1 TV channel. The topic was an urgent one – Moody’s raised Russia’s sovereign rating to investment grade (Baa3). The dispute was quite interesting. I am especially ‘impressed’ with the little verbal duel with a glorious demagogue communist, one ofRead More
What Does the Growth of the US Markets Mean?
The USD demand came back at the start of trade in London: the EURUSD pair has dropped to the lowest mark of the trading spectrum since November returning to 1.1300.Read More
Weekly Outlook, Feb 11-15. Top 5 Things to Know this Week
The economic calendar for the current week remained relatively quiet with a couple of monetary policy decisions from Reserve Bank of Australia and Bank of England.Read More
EM Currencies to Invest in 2019
We have come to the second month of 2019 and it’s time to take a deep breath after the crazy run of the year, evaluate what has already happened and made some precisions on the upcoming months.Read More
Where Next for the Pound as Brexit Saga Wrangles on?
As was widely expected PM May’s deal was met with a resounding rejection in the house of commons, with the margin of the parliamentary defeat the largest ever suffered by a government.Read More
Most Fed Policymakers Favor Delaying Further Rate Hikes
With the exception of Chicago Fed President Charles Evans, who came across as a tad hawkish, Bostic, Bullard and Rosengren were all in line with the minutes of the Federal Reserve December minutes which showed policymakers were willing to pause interest rate hikes given the volatility in financial markets andRead More
New Zealand Dollar Surges on Patient Fed, Optimistic Trade Talks – Can Buyers Extend Rally?
The strong momentum into Friday’s close suggests the rally will likely continue this week especially if the U.S. Dollar resumes its downtrend and an air of optimism over the timely end of the U.S.-China trade dispute lingers.Read More