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- AnniLi commented May 23, 2019
Stocks are priced on sustainable earnings which rely on a solid base of new investment decisions. The solid base is melting.
Why one stock-market bull thinks investors are overreacting to trade-war rhetoric
- AnniLi commented May 23, 2019
Unclear whether article is bullish or bearish on Yen vs USD. I am bearish because Japan has a deflationary bias with a recession looming.
Macro Summary: Japan and the Yen
- AnniLi commented May 23, 2019
China adopts the intelligent approach of having a portfolio of investments to match its risk and return profile. This does not include selling off large chunks of investments for other objectives. The real question is why USA needs to borrow USD1.12 ...
Could China dump its US Treasuries to fight the trade war? A contrarian view is emerging in...
- AnniLi commented May 23, 2019
A second referendum is now a ludicrous idea given that there is no opinion on how best to leave when leave is reconfirmed. There have been no alternatives proposed but the May ideas other than No Deal. May's departure achieves zilch.
British pound sinks as end nears for May; Nothing new from FOMC Minutes
- AnniLi commented May 23, 2019
A trade crisis in Europe will make matters worse.
German business morale darkens on weak services
- AnniLi commented May 23, 2019
Yes keeping interest rates low, currency 'stable' and glacial pace of return to 'normal'. Blown off course by the GFC Switzerland now being kept off course by global mess.
SNB's Maechler: Large Balance Sheet Due To Swiss Franc Policy
- AnniLi commented May 23, 2019
Price increases in USA will prevent FED from defending economy from stock price falls. Trump is heading into election with a recession and rising unemployment. Many populist regimes end this way with former supporters heading to the exit shaking ...
US-China trade war tariffs wreak havoc on Christmas orders with Chinese manufacturers thrown...
- AnniLi commented May 23, 2019
This is not the end for May but for her role as Prime Minister. When we have a Brexit break I will celebrate May's efforts. But her friends have contributed to the when being "if" and they can celebrate their own failure. I envisage a new TV series ...
British pound sinks as end nears for May; Nothing new from FOMC Minutes
- AnniLi commented May 23, 2019
Yes, no surprises here and worse to come.
Japan May flash PMI snaps back into contraction as Sino-U.S. trade war escalates
- AnniLi commented May 23, 2019
Yes, yes, yes and once again ----- yes like all the other 20 years before.
BoJ’s Amamiya: Need To Continue Easing Persistently
- AnniLi commented May 23, 2019
I've argued in favour of forgetting the first referendum and to change the rules for any change to require 60% support. The current mess means not only that half of the people will be upset or worse but also that when you allow 3 years for a ...
British pound sinks as end nears for May; Nothing new from FOMC Minutes
- AnniLi commented May 23, 2019
Yawn if you like but do not trade GBP.
Voting to begin in the UK in EU elections
- AnniLi commented May 23, 2019
Safe haven status continues to shrink. Beware buying into JPY rallies on views that the global recession is intensifying.
Fiscal Policy Options for Japan
- AnniLi commented May 23, 2019
Translation: We want to borrow more.
BoJ Deputy Governor: Liquidity Has Been Falling For Certain JGBS - Was Appropriate To Take...
- AnniLi commented May 23, 2019
Safe haven currencies - CHF and JPY - do not look as safe as they once did and CHF authorities have repeated this week their commitment to intervention against CHF strength which makes JPY look like the best safe haven to bet on. Bigger picture is ...
The USD Keeps Attracting Steady Flows
- AnniLi commented May 23, 2019
Low credibility. This short release reads like it comes from the Government.
French Private sector activity grows at quickest pace for six months
- AnniLi commented May 23, 2019
Not sure what point the authors are making. As in the US the central bank of China (PBOC) has the responsibility of achieving low inflation and the stability of the financial system. In 2008 the USA financial system nearly collapsed and China's ...
China's Big Stimulus
- AnniLi commented May 23, 2019
A new Long March refers to the early struggles of Chinese communism. China has moved a long way towards Western economic systems and current US administration is taking USA backwards to fear of the marketplace and China backwards to fear of ...
Xi Jinping says China is embarking on a 'new Long March,' a signal the US trade war is far...
- AnniLi commented May 23, 2019
Let's be crystal clear. For decades large developed countries have followed unfair trade practices against developing and agricultural based economies. Europe is seeking super power status because it knows that power gets you more power - following ...
What if Mexico, Canada Join the US in the Trade War with China?