- Search Energy EXCH
- AnniLi commented May 4, 2016
I found this opinion full of holes. Domestic economies depend for their health on the state of the world economy. The world is trying hard to become more not less integrated which underscores the previous point. 8 years out from the GFC we still ...
The Fed’s Risky New Mandate
- AnniLi commented May 3, 2016
Well done, Super Rich.
The Super Rich Were the First to Bail During the Financial Crisis
- AnniLi commented May 2, 2016
Expecting no change. Central Banks don't like to react to surprising one-off data points. CPI release suggested a combination of one-offs rather than a sudden lurch to underlying deflation. Some promising real economy data raises risk of giving more ...
Aussie Dollar: Trader or Punter?
- AnniLi commented May 2, 2016
Perhaps commodity price index has troughed. That's the real issue here.
RBA Index of Commodity Prices: April 2016
- AnniLi commented Apr 29, 2016
See Alex Kinmont's book "Japan is irrelevant" (2002).
Japan’s Economic Quandary
- AnniLi commented Apr 28, 2016
Are nuclear plants nearby?
France's Charente-Maritime hit by Magnitude 5 Quake: France info
- AnniLi commented Apr 28, 2016
No substance just headline
Be Afraid, Be Very Afraid If You're Investing for the Long Run
- AnniLi commented Apr 13, 2016
"Oh Lord, its hard to be humble".
Janet Yellen Talks Transforming the Fed
- AnniLi commented Apr 12, 2016
This week's Australian jobs data likely to surprise again on the upside. Business confidence data and the job ads data both supportive. On back of rally in commodities a strong jobs number likely to push AUD ahead to 80 USD cents and 100 CAD cents.
Dollar drops to 8-month low as commodity currencies climb
- AnniLi commented Apr 10, 2016
Unit labor costs are falling. Cost of imports is falling. Monthly core CPI no higher than any other time since early 2005. Monthly core PPI same pattern as always (20 years). Hawks will continue to find the data lagging their rhetoric. This is a ...
So Just How Much of an Overshoot on Inflation Will the Fed Tolerate?
- AnniLi commented Apr 7, 2016
He admits he doesn't know the direction of key factors then says he hopes the currency falls. If this quality of analysis is what's driving the forex market I'll become a technical trader.
RBA board member John Edwards jawboned the Australian dollar last night
- AnniLi commented Apr 5, 2016
China has been buying time for the FED and the whole US economy. Its the same size economy growing at over 6%. Maybe mutually beneficial strategies are win - win.
How the Fed may be buying time for China
- AnniLi commented Apr 5, 2016
1. "Normalise" is a word, but what does it mean? It does not mean just raising rates does it? Its more useful to relate 'normal' to using interest rates as an efficient policy tool, with the level of interest rates being guided appropriately (low ...
Fed Has Little Reason to Hike Rates
- AnniLi commented Apr 5, 2016
Big issue is Global RISK/ON or Global RISK/OFF? If markets decide the latter then USD going below 100 Yen. Support for RISK/OFF has been growing but not done deal. World just needs more evidence that world economic growth has some momentum and ...
The breakdown on Dollar/Yen does not bode well
- AnniLi commented Mar 31, 2016
• Beware an uptick in the US unemployment rate this Friday. This occurs from time to time for technical reasons and we are not suggesting an imminent economic slowdown. Check out the ForexF chart and you'll see its been a long time since one of ...
June is off the table
- AnniLi commented Mar 31, 2016
• Beware an uptick in the US unemployment rate this Friday. This occurs from time to time for technical reasons and we are not suggesting an imminent economic slowdown. Check out the ForexF chart and you'll see its been a long time since one of ...
Yellen Says What Markets Want to Hear
- AnniLi commented Mar 31, 2016
Beware an uptick in the US unemployment rate this Friday. This occurs from time to time for technical reasons and we are not suggesting an imminent economic slowdown. Check out the ForexF chart and you'll see its been a long time since one of these ...
Yellen Outsources U.S. Monetary Policy to the Financial Markets
- AnniLi commented Mar 28, 2016
Big picture is that global growth is still disappointing and so global inflation is not yet a worry. US 'normal' for this stage of the cycle would be a FFR of at least 3%, currently 0.5% and wavering. Returning to 'normal' in US therefore looks like ...
The dollar may give the Fed a green light on rates: Analyst
- AnniLi commented Mar 28, 2016
Big picture is that global growth is still disappointing and so global inflation is not yet a worry. US 'normal' for this stage of the cycle would be a FFR of at least 3%, currently 0.5% and wavering. Returning to 'normal' in US therefore looks like ...
Yellen to battle the 'dark side'