- Search Energy EXCH
- DaJoWaBa commented Jan 31, 2025
This POTUS is too impulsive and wants to be the loudest voice in the room, so you'll have to change your strategy to suit.
Trump says will impose 25% tariff on Canada, Mexico
- DaJoWaBa commented Nov 7, 2024
Inflation is already too high and it will be goosed by Tariffs, Tax Cuts, too much governmental spending and borrowing and with debt being too cheap in real terms (Relative to historical rates). Trump will lean on the FED (He thinks he should have a ...
Trump's Election Victory Puts Fed on Path for Fewer Rate Cuts
- DaJoWaBa commented Oct 3, 2024
People will never see what the stats are showing IF they come at the them with preconceived ideas, prejudices or an agenda. The art of approaching data with a completely open mind and no bias is in the minority. Unfortunately the number of sharp, ...
BOE's Bailey sees the chance of a more aggressive rate cut - The Guardian
- DaJoWaBa commented Oct 3, 2024
Eh? "current currency strength stoking up inflation"? Are you in Erdogan's Economic Advisory team? In classical economic theory, a stronger currency reduces the price of goods and services. It's an inverse correlation. The UK imports an awful lot of ...
BOE's Bailey sees the chance of a more aggressive rate cut - The Guardian
- DaJoWaBa commented Sep 14, 2024
All good reasoning there too, I'd say. Perhaps I need to make it clear that I wasn't inferring you to be a lemming/sheep but that the market as a whole tends to behave like that. You're doing the right thing by looking for contrarian indicators in ...
US UoM Consumer Confidence Index rises to 69 in September vs. 68 expected
- DaJoWaBa commented Sep 13, 2024
You make a well-reasoned, evidenced hypothetical Q. My answer will be equally as 'meaningless' as your opinion, but here goes . . . . "sheep" or "lemmings', sometimes called a more professionally-sounding term of "market sentiment"?
US UoM Consumer Confidence Index rises to 69 in September vs. 68 expected
- DaJoWaBa commented Aug 29, 2024
Y-on-Y rather than M-on-M but the principle is the same.
Spanish inflation down from 2.8% to 2.2% in August
- DaJoWaBa commented Aug 13, 2024
Hold your horses, there. It's not actually comparing like with like. Take a look at the OBR detail and you should note that they have changed the data parameters, which means that it's classed as "Under Development" for 6 months. The Unemployment % ...
Labour market overview, UK: August 2024
- DaJoWaBa commented Jul 19, 2024
I suspect that that the rotten weather played a part. I wonder how much seasonal inventory will end up being discounted before too long.
Retail sales, Great Britain: June 2024
- DaJoWaBa commented Jul 10, 2024
"Contained" does not mean "reducing". His last public vomit was interpreted as being dovish, so this is seen as being a bit of a reassessment. The net effect is being interpreted by market-makers as the odds for rates remaining restrictive for ...
Transformation and conjuncture − remarks by Huw Pill
- DaJoWaBa commented May 31, 2024
Quite. Agreed. I was thinking I'd missed something in logic when reading the 'News'. Spending Yen to strengthen Yen, seemed to me a contradiction. Buying Yen is the only way Yen would strengthen, so, spending Yen to buy Yen had logically to mean a ...
Japan spent 9.8 trillion yen on FX intervention in past month
- DaJoWaBa commented May 27, 2024
"The global economy is complex."
"While cheap Chinese exports can disrupt some markets, they also provide affordable goods to consumers worldwide."
"People need these cheap products to meet their basic needs and ...China’s Industry Threatens Entire Global Economy, France Warns
- DaJoWaBa commented May 16, 2024
If there are rogues doing as you say, then they'll be doing that at all times. They won't need a US presidential Election as an excuse.
US retail sales flat in April, falling short of Wall Street's expectations
- DaJoWaBa commented May 15, 2024
Yes, agreed, of all colours and persuasions.
US retail sales flat in April, falling short of Wall Street's expectations
- DaJoWaBa commented May 15, 2024
Oh, yes, I agree about the free money but that's what caused the unlimited demand.
US retail sales flat in April, falling short of Wall Street's expectations
- DaJoWaBa commented May 15, 2024
I understand your point implicitly and there is a wider desire to coin a phrase for particular scenarios but I'd argue that when inflation has been high, for inflation to recede you're always going to need the front-edge data-plots, such as retail ...
US retail sales flat in April, falling short of Wall Street's expectations