The Ascent Of The U.S. Dollar
Manning & Napier - Seeking Alpha - Tue Nov 18, 2:47PM CST
During recent months, the value of the U.S. dollar experienced a fairly swift and significant ascent relative to many other major global currencies. We attribute the bulk of the move to shifting expectations regarding the timing of an eventual...
UUPT: 24.41 (-0.29), UDN: 24.58 (+0.10), USDU: 26.63 (-0.05), FORX: 46.79 (+0.04), UUP: 23.26 (-0.11), UDNT: 13.20 (+0.11)
Things To Look For In The TIC Data
Marc Chandler - Seeking Alpha - Tue Nov 18, 1:54PM CST
The US reports the TIC data at the close of markets today for the month of September. In August the TIC data showed $74.5 bln net foreign portfolio capital flowed to the US. The bulk, or a little more than $52 bln of this was long-term flows. The...
AGG: 109.83 (+0.10), UDN: 24.58 (+0.10), UUP: 23.26 (-0.11)
Home Depot, Other Retail Stocks Should Benefit From Lower Gasoline Prices
at The Street - Tue Nov 18, 1:21PM CST
The 'Fast Money' traders identify their top retail picks heading into the holiday shopping season.
TSLA: 257.70 (+3.72), F: 15.50 (-0.04), HD: 95.98 (-2.05), HTZ: 22.68 (+0.41), FXY: 83.26 (-0.35), M: 61.45 (-0.16), DB: 30.60 (+0.51), TM: 120.07 (+1.48), DXJS: 32.21 (+0.56), UUP: 23.26 (-0.11), TLT: 119.52 (+0.33), DIN: 95.46 (+0.19), URBN: 28.79 (-2.04), UA: 69.37 (+0.48), SPY: 205.55 (+1.18), QQQ: 103.68 (+0.77), TGT: 67.51 (+0.38), DIA: 176.96 (+0.47), COST: 139.21 (+0.74), LOW: 58.53 (-0.36), IWM: 116.39 (+0.67), FL: 54.83 (+0.03), AAPL: 115.47 (+1.48), BABA: 110.81 (-3.44)
Dollar Broadly Mixed As Corrective Forces Try To Take Hold
Marc Chandler - Seeking Alpha - Tue Nov 18, 6:03AM CST
The overall theme today appears to be one of consolidation, encouraged by European data, which included a slightly higher than expected UK CPI and a considerably better German ZEW survey. Japan's Prime Minister Abe has not disappointed the market;...
FXB: 153.63 (-0.06), FCA: 22.79 (-0.22), FXC: 87.99 (-0.03), FXE: 123.47 (+0.84), UUP: 23.26 (-0.11), EWJ: 11.74 (+0.16)
U.S. Dollar Stalls Ahead Of Crucial FOMC Meeting
FX Analyst - at Seeking Alpha - Tue Nov 18, 12:11AM CST
UUPT: 24.41 (-0.29), UDN: 24.58 (+0.10), UUP: 23.26 (-0.11), USDU: 26.63 (-0.05), UDNT: 13.20 (+0.11)
GBP/USD - Pound Choppy Ahead Of Inflation Data
Dean Popplewell - Seeking Alpha - Mon Nov 17, 12:15PM CST
By Kenny Fisher GBP/USD has been marked by choppy trading on Monday, as the pair showed some strength but was unable to consolidate these gains. It's a quiet start to the week, with no data out of the UK. In the US, the Empire State Manufacturing...
UUPT: 24.41 (-0.29), FXB: 153.63 (-0.06), UDN: 24.58 (+0.10), USDU: 26.63 (-0.05), FORX: 46.79 (+0.04), UUP: 23.26 (-0.11), UDNT: 13.20 (+0.11), GBB: 41.70 (-0.26)
Surprise: Speculators Are Long Oil
Marc Chandler - Seeking Alpha - Mon Nov 17, 10:58AM CST
Oil prices have declined for the better part of the past five months. The unexpected contraction in the Japanese economy in Q3 underscores that the strong supply growth is taking place amid weakening demand. OPEC's meeting is still ten days away....
1 Comment
DIG: 64.00 (+0.06), OIL: 18.09 (-0.33), UUP: 23.26 (-0.11)
Bad News Bears Dictating Monday Blues - But For How Long?
Markos Kaminis - at Seeking Alpha - Mon Nov 17, 9:52AM CST
VTI: 105.78 (+0.62), SPY: 205.55 (+1.18), QQQ: 103.68 (+0.77), BOND: 109.22 (+0.08), GLD: 115.05 (+1.00), OIL: 18.09 (-0.33), DIA: 176.96 (+0.47), IWM: 116.39 (+0.67), UUP: 23.26 (-0.11)
What Drives The Dollar In The Week Ahead
Marc Chandler - Seeking Alpha - Sun Nov 16, 10:49AM CST
The investment climate rests on three legs: the divergence that is characterized by the de-synchronized business cycle, the decline in commodity prices and a slowing of China. Data that underscores these factors appear to have stopped having much...
OIL: 18.09 (-0.33), FXY: 83.26 (-0.35), FXE: 123.47 (+0.84), UUP: 23.26 (-0.11)
Will The Fed Increase Short-Term Interest Rates?
Rayman Partners - at Seeking Alpha - Sun Nov 16, 8:28AM CST
SPY: 205.55 (+1.18), QQQ: 103.68 (+0.77), UUPT: 24.41 (-0.29), DIA: 176.96 (+0.47), IWM: 116.39 (+0.67), UDN: 24.58 (+0.10), USDU: 26.63 (-0.05), FORX: 46.79 (+0.04), UUP: 23.26 (-0.11), UDNT: 13.20 (+0.11)
U.S. Dollar: All Set For Major Bull Run
Investment Biker - at Seeking Alpha - Sat Nov 15, 5:39PM CST
SPY: 205.55 (+1.18), UUPT: 24.41 (-0.29), UDN: 24.58 (+0.10), USDU: 26.63 (-0.05), FORX: 46.79 (+0.04), UUP: 23.26 (-0.11), UDNT: 13.20 (+0.11)
Will The Dollar Bull Market Catch You By Surprise?
Capitalist Exploits - Seeking Alpha - Sat Nov 15, 2:00PM CST
A bull market in the US Dollar is underway and its magnitude and duration are likely to catch everyone by surprise. I believe it isn't out of the question for the USD Index to advance by at least 50% within the next 5 years. If this forecast proves...
UUPT: 24.41 (-0.29), UDN: 24.58 (+0.10), USDU: 26.63 (-0.05), FORX: 46.79 (+0.04), UUP: 23.26 (-0.11), UDNT: 13.20 (+0.11)
Firm Grasp Of The Obvious: Dollar Bull Run Remains Intact
Marc Chandler - at Seeking Alpha - Sat Nov 15, 10:59AM CST
It is beyond dispute. The US dollar is in a powerful bull run. There are two main drivers, and their ability to dominate the price action varies according to the news stream. The first is constructive economic news from the US that reinforces ideas...
SPY: 205.55 (+1.18), FXB: 153.63 (-0.06), FXY: 83.26 (-0.35), FXC: 87.99 (-0.03), FXE: 123.47 (+0.84), UDN: 24.58 (+0.10), FXF: 101.86 (+0.70), UUP: 23.26 (-0.11), FXS: 134.90 (+1.12)
Sterling And Yen Slip Lower, Euro Stuck In Week's Narrow Range
Marc Chandler - Seeking Alpha - Fri Nov 14, 6:12AM CST
The main theme this week has been the heavy tone of both sterling and the yen. The yen's weakness stems from the aggressive easing by the BOJ and the stepped up buying of foreign assets by Japanese investors. The story that has emerged this week is...
FXB: 153.63 (-0.06), FXY: 83.26 (-0.35), FXE: 123.47 (+0.84), FXF: 101.86 (+0.70), UUP: 23.26 (-0.11)
Portfolio Effects Of Holding Gold In Yen Terms
AdvisorShares - Seeking Alpha - Thu Nov 13, 3:39PM CST
Treesdale Partners, portfolio manager of the AdvisorShares Gartman Gold/Euro ETF (NYSEARCA: GEUR ), AdvisorShares Gartman Gold/British Pound ETF (NYSEARCA: GGBP ), AdvisorShares Gartman Gold/Yen ETF (NYSEARCA: GYEN ) and AdvisorShares International...
JYN: 53.05 (unch), OUNZ: 11.93 (+0.09), FXY: 83.26 (-0.35), UUPT: 24.41 (-0.29), USDU: 26.63 (-0.05), UUP: 23.26 (-0.11), SGOL: 117.31 (+1.03), YCL: 14.88 (-0.22), GLD: 115.05 (+1.00), YCS: 85.55 (+0.71), IAU: 11.59 (+0.11), UDN: 24.58 (+0.10), AGOL: 117.18 (+2.98), FORX: 46.79 (+0.04), UDNT: 13.20 (+0.11)
European Growth Faces External And Internal Battles
Dean Popplewell - Seeking Alpha - Thu Nov 13, 3:34PM CST
By Alfonso Esparza The EUR/USD pair continues to retreat as doubts continue to grow over the European Central Bank’s (ECB) options to help the eurozone economy crawl out of the deflationary trap it is in. The strong figures posted by the U.S....
EWG: 27.65 (+0.66), FEZ: 38.43 (+0.73), VGK: 54.65 (+0.76), DBEU: 27.20 (+0.24), FEP: 30.50 (+0.40), FIEU: 117.71 (+2.55), FEUZ: 31.97 (+0.71), GUR: 33.50 (+0.65), IEUR: 45.39 (+0.63), UPV: 46.17 (+0.96), FEU: 36.17 (+0.44), EPV: 59.86 (-1.72), HEDJ: 57.61 (+0.64), ESTX: 46.58 (+0.91), FXE: 123.47 (+0.84), HEZU: 24.72 (+0.36), ADRU: 23.68 (+0.17), EURL: 32.88 (+1.38), FEEU: 113.82 (+2.72), FXY: 83.26 (-0.35), EZU: 37.73 (+0.69), UUP: 23.26 (-0.11), IEV: 44.39 (+0.61), EURZ: 38.16 (+1.12), ESR: 20.35 (+0.19), UDN: 24.58 (+0.10)
An Unkind Bond Unwind
The Nattering Naybob - at Seeking Alpha - Thu Nov 13, 1:57PM CST
HYG: 91.26 (-0.18), IEF: 105.10 (+0.12), UUPT: 24.41 (-0.29), FXY: 83.26 (-0.35), UUP: 23.26 (-0.11), JNK: 39.71 (-0.08), HY: 77.99 (+0.34), IMO: 47.96 (-0.02), LQD: 118.33 (+0.10), CORP: 102.79 (+0.03), EMB: 113.14 (+0.22), FXE: 123.47 (+0.84), UDN: 24.58 (+0.10), UDNT: 13.20 (+0.11), BKF: 36.71 (+0.13)
Obama To G-20: Get Your Act In Order!
John M. Mason - at Seeking Alpha - Thu Nov 13, 9:30AM CST
IEV: 44.39 (+0.61), FXA: 87.31 (+0.08), FXY: 83.26 (-0.35), EWA: 24.72 (+0.02), FXE: 123.47 (+0.84), UUP: 23.26 (-0.11), EWJ: 11.74 (+0.16)
The End Of Carry Reloaded: Gold - Hold Your Fire
Francesco Checcacci - Seeking Alpha - Thu Nov 13, 6:17AM CST
With US economic fundamentals improving, the idea of the Federal Reserve tapering its asset purchases and possibly starting to hike interest rates has taken hold in the minds of several investors. This has brought the consequences we foresaw on the...
GLD: 115.05 (+1.00), FXE: 123.47 (+0.84), UUP: 23.26 (-0.11)
U.S. Dollar Ducks And Dives For Respect
Dean Popplewell - Seeking Alpha - Thu Nov 13, 6:05AM CST
By Dean Popplewell This market is a natural U.S. dollar lover; nevertheless, investors are still searching for an incentive to help kick start the “buck” to regain focus and begin the next leg-higher. The U.S. dollar's rise over the...
FXA: 87.31 (+0.08), FXB: 153.63 (-0.06), FXY: 83.26 (-0.35), FXC: 87.99 (-0.03), FXE: 123.47 (+0.84), FXF: 101.86 (+0.70), UDN: 24.58 (+0.10), UUP: 23.26 (-0.11)