5 Themes For 2015
Nicholas P. Cheer - at Seeking Alpha - Thu Jan 01, 11:10AM CST
VTI: 106.00 (-1.06), QQQ: 103.25 (-1.07), UUP: 23.97 (+0.08)
The Most Important Price: The Value Of The United States Dollar
John M. Mason - at Seeking Alpha - Thu Jan 01, 8:32AM CST
UUP: 23.97 (+0.08)
Dollar Bulls Easy To Please As The Fed Calls Commodity Bust Economically Transitory
Alexander Prindle - at Seeking Alpha - Wed Dec 31, 4:53PM CST
FXSG: 74.95 (+0.09), FXY: 81.21 (-0.20), UDN: 23.76 (-0.07), UUP: 23.97 (+0.08)
USD/JPY - Shrinking Yen Expected To Weaken Further In 2015
Dean Popplewell - at Seeking Alpha - Wed Dec 31, 1:19PM CST
By Kenny Fisher USD/JPY has steadied on Wednesday, after the yen gained about 100 points a day earlier. Later in the European session, USD/JPY is trading in the mid-119 range. On the release front, Japanese markets are closed on Wednesday and...
FXY: 81.21 (-0.20), UUP: 23.97 (+0.08)
Dollar Slips Into Year End
Marc Chandler - at Seeking Alpha - Wed Dec 31, 6:11AM CST
The US dollar is trading with a slightly heavier bias as the last minute position adjustment takes a toll. The dollar-bloc and Scandis are doing somewhat better, sterling is a few ticks higher, while the euro and yen are straddling yesterday's...
DIG: 54.01 (-0.80), GREK: 13.40 (-0.03), FXA: 81.73 (-0.26), OIL: 12.54 (+0.04), FXB: 153.06 (+0.24), FXY: 81.21 (-0.20), FXC: 85.54 (-0.13), FXE: 119.14 (-0.53), UUP: 23.97 (+0.08)
The 2014 Commy Awards
Jeff Malec - Seeking Alpha - Wed Dec 31, 5:24AM CST
There's the Emmy Awards, the Webby's, the ESPY's, (why do they all end in y), but no commodity awards as far as we know… Let's see if we can do something about that, with the first (and perhaps last) edition of the Commy Awards: (All Charts...
JO: 30.48 (+0.68), OLO: 8.30 (+0.05), OUNZ: 11.81 (-0.16), BNO: 22.70 (+0.23), TFI: 24.16 (+0.06), USDU: 27.07 (+0.12), CAFE: 20.47 (+0.46), PVI: 24.96 (+0.01), SGOL: 115.85 (-1.58), RVNU: 25.95 (-0.10), DNO: 55.16 (-0.02), VRD: 29.95 (+0.10), PRB: 24.24 (-0.01), OIL: 12.54 (+0.04), AGG: 110.12 (+0.03), OLEM: 24.95 (-0.30), UDNT: 12.09 (+0.02), USO: 20.36 (+0.07), UCO: 10.37 (+0.09), DTO: 80.51 (-0.83), MUB: 110.34 (+0.18), UUPT: 26.79 (+0.31), XMPT: 26.13 (-0.05), UWTI: 4.89 (+0.03), SCO: 76.52 (-0.58), UUP: 23.97 (+0.08), FMB: 51.39 (-0.04), SZO: 62.12 (+0.97), DBO: 15.70 (+0.05), GLD: 113.58 (-1.62), CORN: 26.64 (-0.51), IAU: 11.44 (-0.16), UDN: 23.76 (-0.07), PZA: 25.41 (+0.07), AGOL: 118.09 (+2.35), FORX: 45.00 (-0.54), DWTI: 117.19 (-1.17), USL: 26.82 (+0.19)
What Do 2014 Winners Say About 2015?
Matthew Sauer, Esq. - at Seeking Alpha - Wed Dec 31, 3:40AM CST
HEDJ: 55.62 (-0.19), SPY: 205.54 (-2.06), XLU: 47.22 (-0.87), XLF: 24.73 (-0.28), TLT: 125.92 (+0.24), IYF: 90.20 (-1.06), UUP: 23.97 (+0.08)
2015 Outlook: Pain
Eric Parnell, CFA - at Seeking Alpha - Wed Dec 31, 3:09AM CST
XLB: 48.58 (-0.48), VXX: 31.51 (+2.31), EWN: 23.90 (-0.10), EWL: 31.69 (-0.27), TLT: 125.92 (+0.24), EWK: 16.20 (-0.09), EEM: 39.29 (+0.03), KRE: 40.70 (-0.44), XLP: 48.49 (-0.60), SPY: 205.54 (-2.06), FXB: 153.06 (+0.24), XLK: 41.35 (-0.46), FM: 30.80 (-0.15), XLI: 56.58 (-0.57), FXE: 119.14 (-0.53), KIE: 66.69 (-0.79), XLF: 24.73 (-0.28), VNQ: 81.00 (-1.39), XLE: 79.16 (-0.60), EIS: 46.78 (+0.34), SH: 21.78 (+0.22), IEF: 105.99 (+0.12), XLY: 72.15 (-0.29), FXY: 81.21 (-0.20), UL: 40.48 (-0.28), GSK: 42.74 (-0.05), XLU: 47.22 (-0.87), IVV: 206.87 (-2.14), UUP: 23.97 (+0.08), XLV: 68.38 (-0.69), EWU: 18.03 (-0.10), ENZL: 39.98 (-0.08), GLD: 113.58 (-1.62), EFA: 60.84 (-0.38), EDEN: 46.99 (-0.53), ACWX: 43.02 (-0.21), IWM: 119.62 (-0.72)
The U.S. Economy Is Growing, But Still Has A Ways To Go
Andrew Sachais - at Seeking Alpha - Wed Dec 31, 1:37AM CST
UUP: 23.97 (+0.08)
Will The Euro's Slide Against The Dollar Continue?
Dave Allen - Seeking Alpha - Wed Dec 31, 1:03AM CST
Ellen Griswold: "Clark, you're driving on the wrong side of the road!" Clark Griswold: "I realize that honey. I'm also on the wrong side of the car." European Vacation, 1985 The Euro Dollar has been in a steady decline for the past 6 months. At...
FXE: 119.14 (-0.53), UDN: 23.76 (-0.07), UUP: 23.97 (+0.08)
European Deflation Battle Success Hinges On Unity In 2015
Dean Popplewell - at Seeking Alpha - Tue Dec 30, 2:03PM CST
By Alfonso Esparza The euro lost 9.65% of its value versus the U.S. dollar in 2014. The American economy’s growing momentum coupled with the growth-sapping effect of European deflation has driven the EUR/USD to a two-year low (1.2260). To...
FXE: 119.14 (-0.53), UUP: 23.97 (+0.08)
The Euro And 2-Year Interest Rate Differentials
Marc Chandler - Seeking Alpha - Tue Dec 30, 9:44AM CST
There are many things behind the decline in the euro that pushed from $1.40 in early May to fresh two-year lows yesterday. Chief among those reasons, we posit, is the diverging trajectory of monetary policy. The Great Graphic , created on...
FXE: 119.14 (-0.53), UUP: 23.97 (+0.08)
EUR Steady Ahead Of Turn
Dean Popplewell - Seeking Alpha - Tue Dec 30, 6:39AM CST
By Dean Popplewell The collapse of the Greek government is not expected to have the same knock on contagion effect witnessed during the "darkest days" of the euro debt crisis two years ago. Back then and similar to today, the ECB pledged...
FXA: 81.73 (-0.26), FXB: 153.06 (+0.24), FXY: 81.21 (-0.20), FXC: 85.54 (-0.13), FXE: 119.14 (-0.53), FXF: 98.16 (-0.48), UDN: 23.76 (-0.07), UUP: 23.97 (+0.08)
3 Developments In Thin Markets
Marc Chandler - Seeking Alpha - Tue Dec 30, 6:25AM CST
Market participation has been thinned by the approaching New Year. This is making for some choppy price action. The result is weaker equity markets and a softer US dollar. The greenback is lower against the euro and sterling. Sterling held just...
FXB: 153.06 (+0.24), FXY: 81.21 (-0.20), FCA: 22.67 (-0.05), FXE: 119.14 (-0.53), UUP: 23.97 (+0.08)
Marc Chandler Positions For 2015: It's Not The Things We Know That Get Us Into Trouble
Marc Chandler - Seeking Alpha - Mon Dec 29, 11:00AM CST
Today we present the fourth piece in Seeking Alpha's Positioning for 2015 series. This year we have once again asked experts on a range of different asset classes and investing strategies to offer their vision for the coming year and beyond. As...
JYN: 47.79 (unch), ULE: 19.80 (-0.18), URR: 22.28 (-0.20), FXY: 81.21 (-0.20), UUPT: 26.79 (+0.31), EUO: 21.61 (+0.22), USDU: 27.07 (+0.12), UUP: 23.97 (+0.08), YCL: 14.12 (+0.03), YCS: 89.30 (+0.32), FXE: 119.14 (-0.53), UDN: 23.76 (-0.07), EUFX: 40.03 (+0.24), ERO: 46.46 (-0.19), FORX: 45.00 (-0.54), DRR: 49.76 (+0.46), UDNT: 12.09 (+0.02)
EUR Not Bothered By Greek Outcome
Dean Popplewell - Seeking Alpha - Mon Dec 29, 7:02AM CST
By Dean Popplewell It’s a difficult week to get excited about in capital markets. Most of the necessary positional business that had to be done will have been concluded well ahead of the new year “turn” due to the massive...
FXA: 81.73 (-0.26), FXB: 153.06 (+0.24), FXY: 81.21 (-0.20), FXC: 85.54 (-0.13), FXE: 119.14 (-0.53), FXF: 98.16 (-0.48), UDN: 23.76 (-0.07), UUP: 23.97 (+0.08)
Prospect Of Greek Election Weighs On European Asset Markets
Marc Chandler - Seeking Alpha - Mon Dec 29, 6:11AM CST
The failure of Greek Prime Minister Samaras to secure sufficient votes in the third and final parliamentary attempt to select a new president has sparked a sell-off in European stocks and peripheral bonds. Up until now, the contagion from Greece has...
IEV: 42.53 (-0.31), GREK: 13.40 (-0.03), FXB: 153.06 (+0.24), FXY: 81.21 (-0.20), FXE: 119.14 (-0.53), UUP: 23.97 (+0.08), EWJ: 11.24 (-0.06)
Elegantly Soaring Dollar To Hit 'Air Pocket' In 2015, Slated For Long-Term Decline
Wolf Richter - Seeking Alpha - Mon Dec 29, 3:49AM CST
The death of the dollar - as much as some folks were ready for it - didn't occur in 2014. OK, there are a few days left, but you get the idea. Instead, the dollar has been hot. It rose against a large number of currencies. Some of them, such as the...
UUPT: 26.79 (+0.31), UDN: 23.76 (-0.07), USDU: 27.07 (+0.12), FORX: 45.00 (-0.54), UUP: 23.97 (+0.08), UDNT: 12.09 (+0.02)
6 Issues For The Last Week Of 2014
Marc Chandler - at Seeking Alpha - Sun Dec 28, 11:40PM CST
We identify six key issues for investors in the holiday-shortened week ahead. 1. The recent string of US economic data showed now only an upward revision in Q3 GDP to 5%, but also strong consumption data, rising confidence and continued improvement...
FXE: 119.14 (-0.53), UUP: 23.97 (+0.08)
5 Hedge Ideas To Protect Your Portfolio
Mark Gomes - at Seeking Alpha - Sat Dec 27, 11:44AM CST
By Scott Moses Murray & Mark Gomes Recently, PTT Research Chief Analyst Mark Gomes issued a Stock Market Yellow Alert . These are fairly rare. We publish them when the market is frothy and excessively bullish or when it is showing signs of...
EEM: 39.29 (+0.03), SPY: 205.54 (-2.06), QQQ: 103.25 (-1.07), JAKK: 6.80 (-0.01), MATR: 6.25 (-0.05), QADA: 22.62 (-0.09), HDGE: 11.43 (+0.08), IWM: 119.62 (-0.72), GLUU: 3.90 (-0.11), UUP: 23.97 (+0.08), FXI: 41.62 (+0.67)