Insights

 

FX Outlook
May 31, 2011 Posted by
In our daily updates we often talk of the markets switching in a very polarized fashion from risk on (having more risk appetite) to risk off (suffering from risk aversion).
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FX Outlook
April 19, 2011 Posted by
The foreign exchange markets can be very unpredictable at times, especially when conflicting news from different areas happen on the same day as on Monday, April 18.
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FX Outlook
March 01, 2011 Posted by
The question for most people is why the dollar is not strengthening with the upheaval in Egypt, Libya and the Middle East situation. In the risk on/risk off world we have become used to, surely there should have been a flight to quality (U.S. bonds) and consequently the US$, which should have strengthened.
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FX Outlook
January 04, 2011 Posted by
The market is getting ready to take on the European system and challenge the euro. The reason I've chosen that wording is because this could be a situation much like when a central bank intervenes to either protect its own currency or even stop its currency from strengthening too much.
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FX Outlook
November 23, 2010 Posted by
The interesting financial news this week besides Irish debt was the market and economists' outspoken criticism of the Fed's quantitative easing — the Fed's tactic to liven up the U.S. economy.
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FX Outlook
September 27, 2010 Posted by
On August 17 I wrote about commodity prices and their relationship with the dollar due to the fact commodities are priced in dollars. I want to revisit this topic with some data that has occurred since mid-August that shows what happens when the dollar is devaluing as a result of the Federal Reserve printing so much money.
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FX Outlook
August 17, 2010 Posted by
Yen interest rates are at 0.1 percent, the lowest in the world. The two things that determine the strength of a currency are its trade cash flows and its investment cash flows. Japan has a trade surplus, which means when the funds from overseas sales are repatriated, the Japanese have to buy yen, and this keeps the currency strong. Why then was the yen so weak, in the 120 range for so long?
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FX Outlook; Europe
June 29, 2010 Posted by
This week I want to cover most of the different things that are destabilizing markets, what trends they are creating and what to look out for as far as their potential to affect different currencies.
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