The World's Biggest Asymmetric Trade Just Got Bigger
Capitalist Exploits - Seeking Alpha - Thu Dec 04, 12:29PM CST
Ten days ago China cut interest rates in an effort to free up credit and stimulate the economy. This is unlikely to have much of a positive effect on economic growth in China. Rather it is likely to compound the big problem that the Chinese currently...
FXCH: 80.75 (-0.05), CNY: 42.59 (-0.01), CYB: 25.45 (-0.01), UUP: 23.53 (-0.09)
Major Shift In Primary Data Sets Reveals Rare Opportunity
Craig Mauk - at Seeking Alpha - Thu Dec 04, 9:39AM CST
SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), DIA: 178.83 (-0.13), SPXL: 89.66 (-0.34), CURE: 134.47 (-0.55), UUP: 23.53 (-0.09)
Draghi Says Much About Doing Nothing
Marc Chandler - at Seeking Alpha - Thu Dec 04, 8:35AM CST
The ECB has not announced any new initiative. It stands ready to do more next year, but there was no specific mention of sovereign bond purchases. There was no tweaking of the second TLTRO which will launched next week. The staff did cut the...
FXE: 121.95 (+0.68), UUP: 23.53 (-0.09)
Gold - ECB Rhetoric Vs. Action
Markos Kaminis - at Seeking Alpha - Thu Dec 04, 8:10AM CST
GLD: 115.88 (-0.45), EUO: 20.66 (-0.24), UUP: 23.53 (-0.09)
Draghi And ECB Have A Minimum Requirement
Dean Popplewell - Seeking Alpha - Thu Dec 04, 6:07AM CST
By Dean Popplewell The threat of global central bank action is managing to keep the various assets classes on their toes. Whether it’s the Central Bank of Russia (the threat of tighter monetary policy next week), the People's Bank of China...
FXA: 83.85 (-0.19), FXB: 154.12 (+0.09), FXY: 81.27 (unch), FXC: 87.39 (-0.07), FXE: 121.95 (+0.68), FXF: 100.52 (+0.69), UDN: 24.28 (+0.12), UUP: 23.53 (-0.09)
Why The U.S. Dollar Is Experiencing Holiday Cheer
Andrew Sachais - at Seeking Alpha - Thu Dec 04, 2:48AM CST
USO: 25.34 (-0.24), UUP: 23.53 (-0.09)
Manufacturing PMI Deflation Shock For SPDR Gold Trust ETF
FX Analyst - at Seeking Alpha - Wed Dec 03, 11:36AM CST
GLD: 115.88 (-0.45), UUP: 23.53 (-0.09)
Why The U.S. Dollar Is Breaking Higher
Andrew Sachais - at Seeking Alpha - Wed Dec 03, 10:38AM CST
UUP: 23.53 (-0.09), TLT: 121.80 (+1.01)
Renewed Divergence Theme Between Europe And U.S.
FX Analyst - at Seeking Alpha - Wed Dec 03, 10:24AM CST
FXE: 121.95 (+0.68), UUP: 23.53 (-0.09)
Are Stocks Really The Only Game In Town?
Gary Gordon - Seeking Alpha - Wed Dec 03, 7:59AM CST
Contrarians must be thinking about the sustainability of the year-end stock rally after six weeks of remarkable gains. The most recent AAII Investor Sentiment Survey discovered that a whopping 52 percent of respondents were bullish, far surpassing...
ZROZ: 113.32 (+1.35), HYG: 90.38 (-0.06), IEF: 105.69 (+0.37), GLD: 115.88 (-0.45), UUP: 23.53 (-0.09)
How Low Can The EUR Go?
Dean Popplewell - Seeking Alpha - Wed Dec 03, 6:18AM CST
By Dean Popplewell Who cares, just as long as you are not "long" any it seems – except perhaps against the CHF. The Swiss National Bank appears to be the only entity wholly committed to fulfilling their requirements to keep the...
FXA: 83.85 (-0.19), FXB: 154.12 (+0.09), FXY: 81.27 (unch), FXC: 87.39 (-0.07), FXE: 121.95 (+0.68), FXF: 100.52 (+0.69), UDN: 24.28 (+0.12), UUP: 23.53 (-0.09)
Dollar Rolls On
Marc Chandler - Seeking Alpha - Wed Dec 03, 5:57AM CST
The US dollar is extending its advance as the divergence theme moves into overdrive. The dollar has drawn close to JPY119.50. The euro has fallen to new lows near $1.2320, having been turned back from $1.25 on Monday. The Australian dollar has been...
FXA: 83.85 (-0.19), FXB: 154.12 (+0.09), FXY: 81.27 (unch), FXC: 87.39 (-0.07), FXE: 121.95 (+0.68), UUP: 23.53 (-0.09)
Debauchery In The Land Of Oz - Part 4
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 5:21AM CST
HYG: 90.38 (-0.06), IEF: 105.69 (+0.37), UUPT: 25.34 (-0.27), FXY: 81.27 (unch), UUP: 23.53 (-0.09), JNK: 39.17 (-0.04), SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), LQD: 118.85 (+0.19), CORP: 103.15 (+0.30), DIA: 178.83 (-0.13), EMB: 112.93 (+0.13), FXE: 121.95 (+0.68), IWM: 116.81 (-0.56), UDN: 24.28 (+0.12), UDNT: 12.82 (+0.33), BKF: 37.15 (+0.25)
Disingenue In The Land Of Oz - Part 3
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 3:59AM CST
HYG: 90.38 (-0.06), IEF: 105.69 (+0.37), UUPT: 25.34 (-0.27), FXY: 81.27 (unch), UUP: 23.53 (-0.09), JNK: 39.17 (-0.04), SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), LQD: 118.85 (+0.19), CORP: 103.15 (+0.30), DIA: 178.83 (-0.13), EMB: 112.93 (+0.13), FXE: 121.95 (+0.68), IWM: 116.81 (-0.56), UDN: 24.28 (+0.12), UDNT: 12.82 (+0.33), BKF: 37.15 (+0.25)
Disinformation In The Land Of Oz - Part 2
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 2:37AM CST
HYG: 90.38 (-0.06), IEF: 105.69 (+0.37), UUPT: 25.34 (-0.27), FXY: 81.27 (unch), UUP: 23.53 (-0.09), JNK: 39.17 (-0.04), SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), LQD: 118.85 (+0.19), CORP: 103.15 (+0.30), DIA: 178.83 (-0.13), EMB: 112.93 (+0.13), FXE: 121.95 (+0.68), IWM: 116.81 (-0.56), UDN: 24.28 (+0.12), UDNT: 12.82 (+0.33), BKF: 37.15 (+0.25)
Deflation And Dichotomy In The Land Of Oz - Part 1
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 1:12AM CST
CNY: 42.59 (-0.01), HYG: 90.38 (-0.06), IEF: 105.69 (+0.37), UUPT: 25.34 (-0.27), FXY: 81.27 (unch), UUP: 23.53 (-0.09), JNK: 39.17 (-0.04), SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), LQD: 118.85 (+0.19), CORP: 103.15 (+0.30), DIA: 178.83 (-0.13), EMB: 112.93 (+0.13), FXE: 121.95 (+0.68), IWM: 116.81 (-0.56), UDN: 24.28 (+0.12), UDNT: 12.82 (+0.33), BKF: 37.15 (+0.25)
These Are Warnings
Joseph Calhoun - Seeking Alpha - Tue Dec 02, 1:57PM CST
By Jeffrey P. Snider Like economic accounts, corroboration is imperative in “market” signals as well. That is true not just because some of these indications are self-referential but because broad agreement across various segments...
USO: 25.34 (-0.24), SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), IEF: 105.69 (+0.37), DIA: 178.83 (-0.13), IWM: 116.81 (-0.56), UDN: 24.28 (+0.12), UUP: 23.53 (-0.09), TLT: 121.80 (+1.01)
Santa Claus Stalled But Buy The Dip
Markos Kaminis - at Seeking Alpha - Tue Dec 02, 9:00AM CST
VTI: 106.71 (-0.13), USO: 25.34 (-0.24), SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), GLD: 115.88 (-0.45), TGT: 73.28 (-0.05), DIA: 178.83 (-0.13), WMT: 84.76 (-0.18), IWM: 116.81 (-0.56), UUP: 23.53 (-0.09), XRT: 92.73 (-0.64)
The Dollar Comes Back Bid
Marc Chandler - Seeking Alpha - Tue Dec 02, 5:55AM CST
After yielding ground yesterday, the US dollar comes back bid today. The main driver is the divergence that favors the US. Specifically, yesterday two people we have identified as part of the troika at the Federal Reserve, from where policy signals...
IEV: 44.68 (-0.18), FXB: 154.12 (+0.09), FXY: 81.27 (unch), FXE: 121.95 (+0.68), UUP: 23.53 (-0.09)
USD/JPY - Struggling Yen Tests 119
Dean Popplewell - at Seeking Alpha - Mon Dec 01, 2:32PM CST
By Kenny Fisher USD/JPY is slightly lower on Monday, as the pair trades in the mid-118 range. The yen continues to lose ground, as the pair briefly pushed above the 119 line for the first time in over seven years. On the release front, it’s...
FXY: 81.27 (unch), UDN: 24.28 (+0.12), UUP: 23.53 (-0.09)