- Search Energy EXCH
- 378 Results (190 Stories, 188 Comments)
- Submitted Dec 15, 2013|From fxempire.com|23 comments
The EU’s SRM banking pact to be finalized December 18: new beginning, or beginning of the end? Part 3 of 3: Conclusions: A Giant Step…To Nowhere In our weekly fxempire.com analysts’ meeting, in which we share thoughts and conclusions about the ...
-
Cliff Wachtel commented Dec 8, 2013no personal stake, just the facts as I see them btw, history of currency unions is not encouraging, nor are the fundamental flaws of EZ. Don't see it lasting in current form (two EZs, Northern/Southern, maybe). Too many cultural obstacles and no ...
Coming Weeks’ Lessons: Understanding Markets’ “Schizophrenic” Response To US Jobs Data
- Cliff Wachtel commented Dec 8, 2013
if bill gets high enough, definitely
Coming Weeks’ Lessons: Understanding Markets’ “Schizophrenic” Response To US Jobs Data
- Cliff Wachtel commented Dec 8, 2013
one point I omitted: weak start to holiday shopping adds to concern that the GDP boost from inventory buildup could be unwound and work against US GDP in Q4 2013 or Q1 2014 as orders, production fall to compensate
Coming Weeks’ Lessons: Understanding Markets’ “Schizophrenic” Response To US Jobs Data
- Submitted Dec 8, 2013|From fxempire.com|5 comments
As we detailed here, global stocks and other risk asset markets spent Monday – Thursday falling on positive indicators about the Friday US monthly jobs reports, or rising (actually just cutting losses a bit) on the one negative report, the ...
- Cliff Wachtel commented Dec 1, 2013
what, can't interact or have any fun with readers? how would that 'spam interest'?
The Latest Threat To The Risk Currency Rally
- Cliff Wachtel commented Dec 1, 2013
? thus giving China a chance to sell off a bunch of its USD and USD - denominated bonds, then de-escalate and buy them back at a profit. hmmmm
The Latest Threat To The Risk Currency Rally
- Cliff Wachtel commented Dec 1, 2013
EURUSD getting its boost from risk appetite as major indexes keep rising - it's sure not getting any help from EU or US data, all of which continue to point to ECB moving dovish vs. the fed, albeit incrementally
The Latest Threat To The Risk Currency Rally
- Cliff Wachtel commented Dec 1, 2013
Following up to last comment, current Iran-China connection reminds me of plot to Tom Clancy's bestsellers Debt of Honor and Executive Decision, both of which explored China-Iran conspiracy line (admittedly with a few other twists). Life imitates ...
The Latest Threat To The Risk Currency Rally
- Cliff Wachtel commented Dec 1, 2013
my big question is: how much did the capitulation to Iran influence China's decision to declare the air defense zone now?
The Latest Threat To The Risk Currency Rally
- Submitted Nov 30, 2013|From fxempire.com|15 comments
Iran, China, and Some FX Implications The following is a partial summary of thoughts and conclusions from our weekly fxempire.com analysts’ end of week meeting, in which we share ideas about the outlook for global equities, currencies, and commodity ...
- Submitted Nov 24, 2013|From fxempire.com
The following is a partial summary of the conclusions from the fxempire.com weekly analysts’ meeting. We stepped back from our normal weekly focus to form our outlook for the end of 2013 – start of 2014, as part of our preparation for our full ...
- Submitted Nov 21, 2013|From fxempire.com
It’s useful to know what’s driving intermediate term trader positioning behind the EURUSD. Unlike shorter term traders who are in and out of their positions in a matter of hours or days, these traders aren’t focused purely on technical analysis or ...
- Cliff Wachtel commented Nov 18, 2013
Just saw this article from Reuters a few days earlier. Key point is that many EU nations struggling to keep annual budget deficits within EU mandated 3% - means little enthusiasm for nations taking on others' liabilities (except for biggest debtor ...
ECB Bank Stress Tests: Final EU Crisis Catalyst?
- Cliff Wachtel commented Nov 18, 2013
Full Disclosure: I have no relevant (i.e. EURUSD, UUP etc) positions
ECB Bank Stress Tests: Final EU Crisis Catalyst?
- Cliff Wachtel commented Nov 17, 2013
meanwhile comprise language that allows Germany to perhaps agree (once form a government) but gives markets no certainty about whether Germany will pay up if needed
ECB Bank Stress Tests: Final EU Crisis Catalyst?
- Cliff Wachtel commented Nov 17, 2013
nor did anyone bring up how another extend and pretend play doesn't work because if the deal isn't made by May EU parliamentary elections mean no deal for about 9 mos - means nearly another year of no progress and EU vulnerable
ECB Bank Stress Tests: Final EU Crisis Catalyst?
- Cliff Wachtel commented Nov 17, 2013
while the bitter division between debtor and funding nations was reported the media hasn't discussed the risks of not reaching a deal
ECB Bank Stress Tests: Final EU Crisis Catalyst?
- Cliff Wachtel commented Nov 17, 2013
been waiting since late October for more news on this note the fighting begins as predicted, very curious to see if it plays out as I predict, with EU attempting to keep language vague enough to please opposing sides without being too vague to ...
ECB Bank Stress Tests: Final EU Crisis Catalyst?
- Submitted Nov 17, 2013|From fxempire.com|15 comments
Everything you need to know about biggest threat to markets for the foreseeable future-why EU bank supervision can’t be avoided, but risks so much The following is a partial summary of conclusions from our weekly fxempire.com analysts’ meeting in ...