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Results: 731 to 740 of 1,000
Results: 731 to 740 of 1,000
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Intraday Market Thought: Oil plummets on OPEC status quo
by Ashraf Laidi | Nov 27, 2014 18:03Following OPEC's decision to leave supply unchanged in the midst of a sharp....Full charts & analysis here. -
Intraday Market Thought: Recording of last night's webinar
by Ashraf Laidi | Dec 5, 2014 11:55Here is the link to the recording of last night's Post-ECB, Pre-ECB....Click on the link and scroll down for Market Timing webinar #36...Ashraf's part starts 1 hour into the webinar...nbsp; http://www...hamzeianalytics...com/Educational_Webinars..... -
Intraday Market Thought: SNB miscalculates by dropping currency ceiling
by Ashraf Laidi | Jan 15, 2015 15:17
The Swiss National Bank's decision to abandon its 4-year old FX peg is a....It is also a gross miscalculation...Read more here.
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Intraday Market Thought: USD looking for month-end boost
by Ashraf Laidi | Feb 26, 2015 19:30
USD bulls found more support in today's US inflation and durables data than....More charts & analysis on Canada CPI & UK GDP found here.
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Intraday Market Thought: Charting ISM lows vs QE absence
by Ashraf Laidi | Mar 2, 2015 16:46
In assessing whether the current lows in the components of the manufacturing ISM....Full charts & analysis.
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Intraday Market Thought: Chicago PMI warns USD bulls ahead of ISM & ADP
by Ashraf Laidi | May 29, 2015 16:38
The six-point drop in today's release of the May Chicago PMI to....2 doesn't augur well for next week's release of the manufacturing ISM....The situation is different from last February when a similar thing occured...nbsp; Full charts & anlaysis.
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Intraday Market Thought: Another China Weekend Rate Cut?
by Adam Button | Aug 13, 2015 23:37
Oil touched a six-year low Thursday but markets were generally calmer as China....The pound was the top performer while the kiwi lagged...The yuan setting and a speech from the RBA's Kent are Asia-Pacific....Ashraf's Premium Insights issued a new note & key EURUSD volatility....The trade, opened 5 days before the last NFP, is +130 pips in the green so far...Rumours of Chinese action are ever-present in markets but expect them to....Every PBOC move on rates this year has come on a Saturday and it's been six....A cut this weekend would be unwise...It wouldn't be seen as an effort to strengthen the economy, but rather as a....China has no doubt slowed but we don't believe it's cratering...Still, official moves lately have been haphazard and a weekend cut can't be....For Friday, the trade is the rumour and it will first be reflected in Shanghai....It will rally but might be set up for disappointment Monday...The main news item Thursday was the US retail sales report...Given the upward revisions, it was stronger than expected but after a brief....That strengthens our conviction that the dollar trend may be coming to an end...The main event to watch in Asia-Pacific trading is the yuan fix at 0115 GMT...Yuan closed fractionally above the previous day's fixing so the rate....Any kneejerk moves should be faded similarly to yesterday's AUD/USD....Along with the fixing, the RBA's Kent speaks at 0215 GMT on 'recent....39; The battering of the Australian dollar earlier this week on China fears..
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Intraday Market Thought: UK CPI & Diverging TWI-Cable Rates
by Ashraf Laidi | Aug 18, 2015 11:16
Sterling hit fresh 2-month highs as UK inflation improved in July, with....1% y/y from June's 0...0%, and beating the Bank of England's 0...0%....The notable increase was in core CPI, which rose to a 5-month high of 1...2% vs expectations of 0...9% and a June reading of 0...8%....The rise in CPI had been attributed to higher clothing and footwear prices as....House prices edged up 5...7% in June from May's 5...6%....Watching Core-CPI Spread....As the spread between UK core and headline CPI bounces back to 1...1%-- nearing February's all-time high of 1...2%-- and the headline figure remains compressed, further gains in the core....GBPUSD vs TWI Divergence....The role of sterling in containing inflation remains notable...But even more important is the divergence between sterling's trade-....The divergence between the two rates was last seen in the late 1990s, coinciding....But unlike in the 1990s, when the divergence extended into Spring 2000,....Growing expectations of a Fed hike had kept GBPUSD under pressure, but rising....nbsp;....Barring UK earnings and other endogenous factors, Fed hike expectations remain....Any receding odds of a September liftoff will likely lift GBPUSD back towards....60 figure and closer to $1...65 where the main longer term 100 and 200-month moving averages lie...nbsp;..
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Intraday Market Thought: Another Way to Look at the Dollar
by Adam Button | Oct 8, 2015 23:21
The US dollar is inextricably linked to the Fed, or is it? The greenback was the....Australian home loans highlight a quiet end to Asia-Pacific week...nbsp;....Ashraf's Premium Insights service went short on a currency pair, with a 73%....The trade has been filled and is now in progress...What if the Fed isn't the major driver of the US dollar? Every report we....The narrative of September in markets was will-they-hike-or-won't-they...The thing is, it's impossible to explain market moves since August with....A better narrative is this: 1) The US economy isn't as robust as believed....It's a 2% economy not a 3% economy and recent data underscores it with....2) Emerging market growth has stumbled, especially in Latin America...3) China's slowdown is evident but not its extent as it's such an....The US dollar was already on its way to topping before the events of August/....Ashraf had mentioned it two months ago on Twitter and on this website (see....nbsp; Manufacturing and capex numbers were softening but when China revalued....That was directly competing with the softer US outlook/Fed and the push-and-....A second wave hit around quarter end on window dressing...Now the smoke is clearing on the emerging market confusion...Growth has slowed but it's not as bad as feared and China has plenty of....That leaves the theme of less-robust US growth and the safe haven flows into the....The Australian dollar is especially well-positioned to benefit...We wrote about how October is the best month seasonally for AUD and it's....Impressively, today it erased an earlier loss to close near the highs...In fact, today's Premium trade is related to a commodity currency...The focus will remain on AUD and sharpen at 0030 GMT with the release of August....The consensus is for a 4...7% m/m rise.
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Intraday Market Thought: Thoughts on a Rethink
by Adam Button | Feb 25, 2016 23:57
The price action in markets Thursday makes an interesting case for a better....CAD was the top performer on the day while the yen lagged...Japanese Jan CPI was unchnaged y/y as expected...Ashraf has just added a new trade 10 mins ago from sending this post...Detailed charts and commentary will be sent out momentarily...The S&P 500 broke and closed above a double-top at 1946 in the second day of....The long-suffering durable goods orders report easily beat expectations with a 4...9% rise compared to the 2...9% consensus...Details and revisions were also strong...It was on Jan 25 when Ashraf issued a detailed note/video titled "How....It's especially impressive that the gains came on a day when the Shanghai....4%....Earlier in the day oil prices were also lower...Understanding and confidence might be the two big changes since the start of....In January, there was so much confusion about what was happening in commodity....It led to some wholesale liquidation of risk assets...In the past two weeks, the market may have discovered a better understanding....Yes, commodity companies and resource exporting countries will struggle but....Or will it?....There is also a growing confidence that the US economy is fine and that China....That's a low bar but exceeding it is enough for a continued gains in risk....The Fed's Williams underscored that outlook Thursday, saying the US economy....Oil remains the wildcard in the equation but prices have lately proven resilient....USD/CAD is certainly signaling optimism as it broke below at double bottom at 1...36...We warm, however, that oil settlement flows tend to peak around the 25th of....Another theme we continue to track is the ability of developed market....Yesterday's Australian capex numbers were surprisingly strong and today'....Perhaps those weak currencies are doing what they're supposed to be doing....Looking ahead, Japan CPI for Jan is due at 2330 GMT...The consensus is for a flat y/y reading...The Feb Tokyo numbers are forecast to show a 0...3% contraction in..
