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- AnniLi commented Nov 2, 2016
Time to recap: By this time we were supposed to have had 4 25bp FFR increases in 2016 and we have had none. Some of you got it very wrong and a few got it right. US inflationary pressure simply has been a lot weaker than expected partly due to a ...
Markets suddenly having to re-price for a possible Trump victory
- AnniLi commented Nov 1, 2016
Make Murrica Grate Again How can this happen in the greatest nation on earth? Or maybe a few doubts are creeping in. Soon, China will be much more open and savvy than Murrica. Don't like it or lump it, Donald Trump it. This is fun but not about ...
Trump Hedge in Gold Continues while Oil Hits Support
- AnniLi commented Oct 31, 2016
He's saying that global recovery lacks momentum which has been true for many quarters now. But its not that nothing is going on. Below the macro numbers showing sluggish growth and no inflation a great deal is going on but not really much that is ...
Fed should tip-toe on rates due to weak economy, former IMF chief economist Blanchard says
- AnniLi commented Oct 26, 2016
NZ economic and political fundamentals remain very strong, especially on a relative basis. RBNZ already having to lower OCR to offset the power of the currency's strength. To some extent growth pause occurred in exports due to world moderate upswing ...
New Zealand meat exports fall 15 percent in September quarter
- AnniLi commented Oct 26, 2016
Looks like it will be between 0.5% to 1% versus market expectations of 0.3%. Recall the biggest actual event was a large fall in the currency which boosts domestic competitivness (example: big boost to tourism). Services account for 80% of UK GDP. ...
GBP/USD: Trading the UK Preliminary GDP
- AnniLi commented Oct 26, 2016
It was the biggest trade gap since the series started in 1951.
New Zealand meat exports fall 15 percent in September quarter
- AnniLi commented Oct 24, 2016
The high for USD/JPY this upswing was 126 and we are now at 104 so of course there are other issues than FED's sloth-like pace of tightening. I feel that the USD is likely to go down short term again because the market will be disappointed by the US ...
Dollar Advances to Seven-Month High on Policy Divergence Outlook
- AnniLi commented Oct 24, 2016
If you mean BOLLOCKS, I agree.
St. Louis Fed's Bullard Discusses "One Equation to Understand the Current Monetary Policy...
- AnniLi commented Oct 24, 2016
Seems to have borrowed the recent FED analysis. No mention of the role of the Global Financial Crisis in the story of low interest rates. Some very useful charts help us to understand SNB contradictions such as intervening in the forex market while ...
Jordan: Monetary policy using negative interest rates: a status report
- AnniLi commented Oct 21, 2016
I can't see any issue here at all. Its standard practice to have translators. In 2008 New Zealand settled the very first free trade deal with China. It was not about language but about Win-Win diplomacy. Vive la difference! The Chinese are also ...
Parlez-vous Brexit? EU negotiator wants Brits to talk French
- AnniLi commented Oct 21, 2016
Each country has the chance to write its own destiny and orthdox economic policies will get you a very long way. Germany has done it, pulled itself up by its own bootstraps, and yes with some pragmatic interventions along the way. Italy is only in ...
Germany should correct its excessive trade surplus, does not respect EU rules – Italy’s PM...
- AnniLi commented Oct 18, 2016
Brexit is a liberation of the UK economy. Sure it won't happen overnight ..... UK will be seen as a leader in forging its own destiny now and be copied by other countries disillusioned by EU membership, not to mention EUR. The situation is not as ...
GBP: Sterling Is 'Not Yet Cheap'; It's Still 10% Expensive - Goldman Sach
- AnniLi commented Oct 17, 2016
Its quite astounding that the Global Financial Crisis (GFC) is not even mentioned. Quantitative Easing is an admission that the money markets are/were broken - that is, one could no longer rely on the market to deliver a low risk, low return asset ...
Fischer: Why Are Interest Rates So Low? Causes and Implications
- AnniLi commented Oct 17, 2016
It is only logical that a 'union' cannot survive without political commitment. And the logical alternative is for each country to forge its own destiny.
Euro 'house of cards' to collapse, warns ECB prophet
- AnniLi commented Oct 16, 2016
This is what we call a dog's brexit.
BBC presenter explodes with frustration after struggling to say Brexit
- AnniLi commented Oct 16, 2016
Getting back to the article: The historical evidence suggest that it is probably much better not to be in an economic union if the population(s) do not have the political stomach for it. In such cases the country misses the opportunities to go it ...
Let the pound fall and the economy rise
- AnniLi commented Oct 13, 2016
Donald's Farewell: "These Hands" These hands aren't the hands of a gentleman Too much exploration ruined my plans Lord above hear my plea when its time to judge me Take a look at these hard working hands Apologies to Johnny Cash.
An Evening with Neel Kashkari at the University of Montana
- AnniLi commented Oct 13, 2016
The chart shows that high political uncertainty does not endure. The issue facing investors now is one of timing - evidence of the short term negatives versus evidence over time that the economy is adjusting well, beginning to make headroads against ...
5 Reasons Why Sterling Could Fall By Add'l 7% In 2 Months - Goldman Sachs
- AnniLi commented Oct 12, 2016
UK monetary conditions are now more stimulatory than during the worst period of the GFC so, especially as time grinds on, UK businesses will reflect a very large improvement in competitiveness (exporting and import-competing businesses). Brexit ...
Global investors wary of UK markets as Brexit fog thickens