Article Archives (2014)

Displaying Articles written in 2014

2015 Preview: Dangers of underestimating deflation

Dec 23, 2014 18:12 | by Ashraf Laidi
Deflation = Low wages + negative interest rates - Deflation will be the dominating theme of 2015.
US jobs put dollar bears in check

Dec 5, 2014 15:05 | by Ashraf Laidi
The dollar index hit a fresh five-year high and USD/JPY hit fresh seven-year highs at 121.69 as the US jobs market shifted to a higher gear of improvement, bolstering chances of a 2015 Fed rate...
China rate cut drives lend-borrow spread to 16-year lows

Nov 21, 2014 16:01 | by Ashraf Laidi
China's decision to cut its benchmark interest rates for the first time in two and a half years reflects the recent deterioration in economic data.
NFP good enough for dollar uptrend

Nov 7, 2014 14:54 | by Ashraf Laidi
Any disappointment from the lower-than-expected October release of 214,000 in US payrolls has been offset by further declines in the unemployment rate, reaching fresh six-year lows at...
BoJ expands QE, Fed exits QE, ECB expected to enter QE

Oct 31, 2014 19:33 | by Ashraf Laidi
Two days after the Federal Reserve exited its quantitative easing, the Bank of Japan surprises the markets by expanding its own QE and unleashing a fierce wave of buying in global equities, with...
FTSE-100, Dax-30, S&P500: More Downside

Oct 10, 2014 20:28 | by Ashraf Laidi
Is this the sell-off “everyone” has been waiting for. The month is October, the reason is Europe (partly) and inflation is at risk of becoming deflation.
FOMC triggers USA trifecta in USD, stocks & yields

Sep 17, 2014 21:43 | by Ashraf Laidi
A rallying trifecta in the US dollar, equity indices and bond yields emerged after the FOMC issued slightly more hawkish projections on the Fed Funds rate.
Beware of Next Week's Correction

Sep 12, 2014 19:29 | by Ashraf Laidi
Earlier this year, plenty of ink was spilled about the “January effect” –the positive correlation between stocks' January performance and their year's overall...
ECI Enforces USD Dynamics

Jul 31, 2014 17:15 | by Ashraf Laidi
Despite the several US economic releases this week (July ADP on private sector jobs, Q2 GDP, Fed decision and July non-farm payrolls and unemployment), the Q2 employment cost index released on...
Bitcoin regains $600, Gold below $1250

Jun 2, 2014 14:23 | by Ashraf Laidi
Bitcoin regains the $600 mark, rising 33% in May and 80% from its April lows.
Bitcoin regains $600, Gold below $1250

Jun 2, 2014 14:23 | by Ashraf Laidi
Bitcoin regains the $600 mark, rising 33% in May and 80% from its April lows.
GDP & Gold's Disinflation Plunge

May 29, 2014 18:50 | by Ashraf Laidi
The bigger than expected downward revision in US Q2 GDP to -1.0% from an initial reading of +0.1% mainly resulted from an inventory drawdown of 1.62% (three times what was originally expected),...
Falling NYSE Margin Debt not yet a Sell

Apr 30, 2014 19:39 | by Ashraf Laidi
The increasingly important statistic released by the New York Stock Exchange on month-end margin debt by NYSE-member firms is drawing notice after revealing the first decline in eight...
Draghi Boosts Euro, Rebuffs Disinflation

Mar 6, 2014 15:56 | by Ashraf Laidi
Another euro-positive ECB presser highlights the reasons for lower inflation, with the implication that low prices are of temporary nature.
Spain Exits Bailout, China Enters Downgrade Speculation

Jan 24, 2014 16:52 | by Ashraf Laidi
In the week when Spain exited its debt bailout program, UK posted its biggest drop in unemployment in 17 years and margins on Italian govt bonds were reduced, rumours of a China sovereign...

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