- Search Energy EXCH
- AnniLi commented Jul 9, 2015
The issue is that the US economy is part of the world economy. And the world economy is now much more open than formerly meaning that inflationary pressures will tend to be everywhere, or nowhere. Today inflationary pressures are weak everywhere, ...
Global Central Banking in 2015
- AnniLi commented Jul 2, 2015
AUD sentiment is ugly, being helped by global recession risks out of Europe, China. This retail number should be ignored because the trend has not change at all. So the market reaction is all sentiment, also end of the week. Down is the least ...
Australia Retail Trade
- AnniLi commented Jul 2, 2015
The world economy is now much more open to trade and investment than it used to be. With excess labor jobs will flow to the cheaper labor countries. So US inflationary pressures are no longer driven by a GDP (domestic) output gap. An open world will ...
Hilsenrath Analysis: Jobs Report Keeps Fed on Track for 2015 Rate Increase
- AnniLi commented Jul 1, 2015
Commodity currencies do badly in global recession scenarios. So is that the threat you see?
New Zealand Fonterra dairy prices -5.9%
- AnniLi commented Jun 28, 2015
USA and Japan: Whistling Dixie Euro Area: Its just impossible (for a few) China: And did it my way UK, Australia, NZ, Canada: I'm a believer Switzerland: I can't get no...... India: Goodness gracious me! Greece: My friend the wind
BIS Warns of Overreliance on Monetary Policy
- AnniLi commented Jun 25, 2015
So you believe in free markets? Try QE, forex intervention, bank bail-outs, banking regulations, farm subsidies, import quotas, aborted WTO talks, immigration controls, minimum wages, rent controls, capital controls, foreign investment rules... ...
RBNZ says the NZD persists at an unjustifiable level
- AnniLi commented Jun 22, 2015
Point is there ain't any inflation.
Fed won't hike rates because they're too scared: Economist
- AnniLi commented Jun 22, 2015
The Conference Board Economic Forecast for the U.S. Economy June 10, 2015 Weak rebound from the first quarter puts growth momentum in the U.S. under pressure.
Dovish Fed
- AnniLi commented Jun 18, 2015
a) How relevant is the long run average? b) It never stays there! it goes above and below. Which now? c) Growth pause, not recession (his view) d) Housing and tourism booms continue. e) New Zealand one of world leaders in economic reforms. f) Dairy ...
NZ FinMin English: New Zealand Dollar May Fall Further
- AnniLi commented Jun 15, 2015
The hard evidence is that global inflation pressure is very weak and in a world of more open trade (and in some cases more open for migrant labor) that means that the case for anyone tightening monetary policy is also weak. Rising bond yields can ...
Bond rout spells disaster for stock markets as global credit kraken awakens
- AnniLi commented Jun 6, 2015
Yes, and points to delayed increase in official US interest rate if it were to become a trend. Rising bond yields could mean nasty downside in GDP (default risk) rather than rise in Inflation risk. Overall, uncertainty is very high, whatever ...
‘This is what a good jobs report looks like’: payrolls reactions
- AnniLi commented Jun 2, 2015
Its a technical point which you have missed. Official statistics use fixed weights but the real world does not. Eventually the statistics are revised. You're seeing a lot of inflation now around the world?
No one is sure what's going on in the US economy, and the picture is about to get fuzzier
- AnniLi commented Jun 2, 2015
Touche^, but I'm still a buyer. You're selling NZD. I'm selling USD. One of us is wrong, but its partly the timeframe. Since yours is very short then the Oops was justified.
NZ dollar declines amid US dollar strength, outlook for lower NZ interest rates
- AnniLi commented Jun 1, 2015
Sadly, relative short rates not the only relevant factor. US data robust? Come on! If US was the size of Greece we would rate that country similarly. 2015 translates to juicy volatility among the majors. And some minors. Snouts in the trough if only ...
RBA On Hold With Easing Bias; Sell AUD/USD - Barclays
- AnniLi commented Jun 1, 2015
'Mate' in Chinese mean 'comrade'.
Australia’s Treasury Says Sydney is 'Unequivocally' In a Housing Bubble
- AnniLi commented May 28, 2015
url This map shows Greece the same size economy as Connecticut, USA. Its about 0.3% of global GDP! It will be fixed. The big picture is far more interesting and more important, even to traders.
Greece wants to stay in the euro — but that won't be enough to stop a Grexit
- AnniLi commented May 28, 2015
He's right. The world is now an open economy and changing substantially and rapidly. One effect is that inflation will be under control for longer than 'usual'. Also structural unemployment can be lowered through stick and carrot, so why assume a ...
Fed's Bullard: low rate vow is 'not helpful,' GDP targeting is
- AnniLi commented May 27, 2015
Yes, I think the measured rates are recovering. One of my points is that many unskilled jobs offered by US companies are now filled outside the USA, but this is not measured within the USA. Also as the proportion of jobs in the USA gets more ...
No one is sure what's going on in the US economy, and the picture is about to get fuzzier