- Search Energy EXCH
- AnniLi commented Jan 4, 2019
Its hard to bother with issues other than the Saudi Arabian 'trial' of the murderers of Khasshoggi. This country has enjoyed a reputation of respect and honour in the West which is now on the line. Trump's role is an opportunity to assist but the ...
The Global Slowdown Theme Cements On US ISM Big Miss
- AnniLi commented Dec 28, 2018
Approaching the New Year 4 themes stand out for forex traders. We restrict our analyses to 8 countries/regions as shown (liquidity, share of transactions). #1 Commodity currencies are very weak AUD, CAD and NZD with NZD as the safe haven of this ...
How To Prepare For The New Trading Year
- AnniLi commented Dec 26, 2018
Is there any comment here on forex? Not much point in logging on to these comments.
Trump says U.S. government shutdown to last until agreement on border wall
- AnniLi commented Dec 25, 2018
Deflation leads to negative interest rates and definitely a discouragement to any saving at all, and therefore no investment for the future. Indeed all countries with intelligence at the top plan to achieve a small rate of inflation as a central ...
Top Trade Idea 2019: Short USD/JPY – Dovish Fed Looks to Weaken Dollar
- AnniLi commented Dec 25, 2018
Soon there will only be one person left to blame then fire him.
Trump says he's confident in Mnuchin, but Fed is raising rates too fast
- AnniLi commented Dec 24, 2018
EUR is a dog. Negative interest rates. Negative issues stacking up. Negative turn in the barrel. USD preferred and then JPY preferred. Think v carefully.
EURUSD catches a bid after a negative week
- AnniLi commented Dec 23, 2018
No. Dieting is good for people. Deflation is very bad and very bad for your currency.
Top Trade Idea 2019: Short USD/JPY – Dovish Fed Looks to Weaken Dollar
- AnniLi commented Dec 23, 2018
The usual weaknesses appear in this article on gross debt. Debt is voluntary between two willing partners. Net debt takes account of government lending as well as borrowing. Debt to GDP tells you nothing about equity. So all up its another chain ...
The World Will Pay for Not Dealing With Debt
- AnniLi commented Dec 23, 2018
Going back to the article I would like to hear her express a point of view if she has one.
Fed’s Mester: Econ Doing Quite Well, Very Good Job Growth
- AnniLi commented Dec 23, 2018
There is no longer a case for Fed Put. There might have been if US Admin had pursued rational policies but sadly it did not. Share markets are as efficient as you encourage them to be. So some of the weakness is due to poor company management, some ...
Wall St. hits fresh lows on economic worries
- AnniLi commented Dec 23, 2018
Trump on slippery slope now.
Mnuchin says Trump told him he 'never suggested firing' Fed chairman
- AnniLi commented Dec 23, 2018
Ghost of deflation now back in Japan. No safe haven here at all.
Top Trade Idea 2019: Short USD/JPY – Dovish Fed Looks to Weaken Dollar
- AnniLi commented Dec 23, 2018
Sometimes I despair about the comments here. The sequence was a GFC, broken money markets, QE, China growth, gradual recovery elsewhere, pretend normalisation, Trump election, Trump policies, failed normalisation, fall in business confidence ...
Quantitative Tightening Is Already Rattling Markets Worldwide
- AnniLi commented Dec 20, 2018
USD will return to upward trend. Europe and Asia yet to factor in their own weak data and are much more vulnerable than USA economically and politically. 25bp is not the story here but that US institutions are well designed and operated in spite of ...
US dollar pressured, risk appetite suffers as FOMC disappoints
- AnniLi commented Dec 20, 2018
El-Erian is always worth listening to and the heading draws you in. Partly the world has moved on to focus on to global slowdown and weak confidence adding additonial concerns for a no-deal option facing MPs in 3 weeks or so. The article does not ...
What Game Theory Says About May’s Brexit Choices
- AnniLi commented Dec 20, 2018
Poor Paul, he used to argue vehemently against higher government spending when the Republicans were in the minority threatening on many occasions to shut down government rather than spend more.
Trump is pushing for ‘steel slats or a wall’ as he prepares to meet with GOP House members
- AnniLi commented Dec 19, 2018
Thanks for the calculations. You need to explain that there are other valuation methods. None reliable. But all educational. Another dawn tomorrow morning.
Purchasing Power Parity Shifts in 2018
- AnniLi commented Dec 19, 2018
A bit too far out to be a prediction. Beyond 3 months is the land of ifs and buts.
New Zealand's largest bank predicts Reserve Bank will slash interest rates
- AnniLi commented Dec 19, 2018
This is the action of a mature institition whose existence is to forestall inflation and unnecessary unemployment. It does not need the kind of Daddy in East of Eden (before USA was great). Clearly Trump will need to eat the pie he has baked and not ...
Fed Hikes Rates, Market Tumbles
- AnniLi commented Dec 19, 2018
Central banks are forward looking. Share markets are forward looking but a bit paranoid. Bond markets are forward looking especially if the central bank is screwing up. Businesses are forward looking but need some confidence in global economy. US ...
Fed Stuck In An Uncomfortable Situation