- Search Energy EXCH
- AnniLi commented Mar 7, 2017
More hope and less glory. Seriously the GBP is imprisoned within this political Gordian Knot. But I can't help thinking that the forex market itself is struggling very hard with the timing of some good news rather than that there will be good news ...
UK PM Spokesman: PM May ‘Absolutely’ On Course For Deadline On Triggering Brexit
- AnniLi commented Mar 6, 2017
China is given a passing mention in spite of being the primary contributor to global growth. How can such 'analysis' pass the editing process at Fitch?
Global Growth Shows Resilience to Political Uncertainty
- AnniLi commented Mar 3, 2017
I'm inclined to agree but every currency pair has its potential reward. Here we know that the SNB is already intervening to put a cap on the CHF. We also know that its very embarrassing for them to have had a peg - it won't be repeated. A safe haven ...
SNB's Jordan: CHF is significantly overvalued
- AnniLi commented Mar 3, 2017
Jordan is also significantly overvalued.
SNB's Jordan: CHF is significantly overvalued
- AnniLi commented Mar 3, 2017
In short the Trump accusation displayed extreme ignorance. These 'small' mistakes reveal big issues for the US administration.
China and currency manipulation
- AnniLi commented Mar 2, 2017
Good point. The remarkable fact is that this is news to a 'western' audience. I think that the developed west has been diverted by the GFC and their own internal mismanagement to notice what is happening in China. Enter Trump and we are seeing the ...
China eyes global economic leadership as U.S. turns inward
- AnniLi commented Feb 27, 2017
Using data from 1988 the DJIA is just following the long term trend with no significant change since the election. Elections do no tend to be relevant in terms of timing the sharemarket. Bill Clinton came in in 1992 and lasted two terms to leave ...
The Trump market rally conundrum
- AnniLi commented Feb 27, 2017
It is startling how often Scotland decides to choose to defend and act from a position of weakness. I agree with the comments that many able Scots have already exited for this reason. But many able Scots remain and have had the same opportunity to ...
Pound Tumbles On Report Scotland May Hold Second Independence Referendum
- AnniLi commented Feb 24, 2017
Trump proved him wrong. What a boss.
Steven Mnuchin Speaks To CNBC: Key Highlights
- AnniLi commented Feb 24, 2017
Stephen Roach is an American voice in this debate if you wish to track down his slant.
Trump says China is a 'grand champion' at manipulating its currency
- AnniLi commented Feb 24, 2017
You assume that China is a fully fledged developed economy, let's say such as the US, with fully liquid money and bond markets across the spectrum of term horizons. This is a false assumption and an associated false premise that the Chinese forex ...
Trump says China is a 'grand champion' at manipulating its currency
- AnniLi commented Feb 23, 2017
This is exhibiting extreme ignorance of the history of China (last 100 years or so) and its attempts to lift itself up by the bootstraps (last 35 years) to try to re-join the rest of the world economy. China's financial system is a fledgling by ...
Trump says China is a 'grand champion' at manipulating its currency
- AnniLi commented Feb 23, 2017
There is no such thing as a strong dollar policy since the USD is a market determined exchange rate. Unless the US is becoming a currency manipulator but then it cannot point the finger at others? Tax reform in jeopardy? Tax reform in the USA has ...
US Tax Reform in Jeopardy and the State of the Strong Dollar Policy
- AnniLi commented Feb 23, 2017
The financial crisis proved beyond a reasonable doubt that the US financial sector cannot be trusted to regulate itself. It is still baffling to understand why the system was allowed to get so far off track in a so-called sophisticated democracy ...
Lockhart says lighter banking regulation appropriate in improved economy
- AnniLi commented Feb 22, 2017
The rate is determined by the free market. But is it free? And does Trump administration believe in and promote free markets? The rhetoric threatens to end free international trade so why not also end free forex markets? More questions than answers, ...
Treasury secretary says a strong dollar is a 'good thing,' contradicting what Trump has said...
- AnniLi commented Feb 22, 2017
If the suporting evidence is not there then the FED will be hard pressed to deviate from a wait-and-see policy. 2 small rate hikes since December 2015 suggest that the evidence for faster rate hikes simply has not come through yet. The market does ...
El-Erian Warns Bond Market It's Underestimating March Fed Odds
- AnniLi commented Feb 22, 2017
Domestic economy has been adjusting to previous excess investment and so the investment recession story is now history. Now we are seeing positive data out of China and even Europe with USA probably stalling (other people disagree about USA) so the ...
Private New Capital Expenditure and Expected Expenditure, Australia, Dec 2016
- AnniLi commented Feb 22, 2017
Very good point. And the Global Financial Crisis still looms over it all. But it is a political call esp in France and Germany. Debt is not a problem - managing debt is the crucial issue here.
France exiting the euro would be the largest sovereign default in history with serious...
- AnniLi commented Feb 21, 2017
Pressure will remain on Germany to keep any cot-case countries afloat. Issue is therefore tilting towards German and French politics and away from economic indicators (just as EMU countries as a whole are looking up a bit). Whenever you have to rely ...
Primary Budget Balances in EMU