Investing Abroad - Key Is Total Return
Marc Chandler - at Seeking Alpha - Fri Feb 13, 6:00PM CST
The S&P 500 edged to a new intra-session high on lucky, Friday the 13th. However, it has lagged behind many of the other DM equity markets. When investing in own currency, total return is straight forward. It is the capital appreciation (or...
VT: 62.05 (+0.39), ACWI: 60.44 (+0.38), DGT: 70.87 (+0.53), ONEF: 35.99 (-0.22), FXY: 81.87 (+0.09), FXB: 151.21 (+0.01), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15)
Time To Bet Against Japan?
Family Investor - Seeking Alpha - Thu Feb 12, 7:16AM CST
Global Context The world is presently full of economic and financial concern. Central banks in nations around the globe are trying to work their magic in order to increase economic growth and financial returns. A primary method of choice is...
JYN: 48.15 (unch), YCL: 14.33 (+0.04), FXY: 81.87 (+0.09), YCS: 87.47 (-0.07)
Ceasefire With Russia, No Deal On Greece
Marc Chandler - Seeking Alpha - Thu Feb 12, 6:18AM CST
A ceasefire in the Ukraine appears to have been reached, and despite some confusion late yesterday, no compromise has been struck over the new Greek government's demand that it is recognized that the previous agreements are not working. However,...
FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXE: 112.16 (-0.15), UUP: 24.91 (-0.01), FXS: 118.19 (+0.68), EWJ: 11.93 (+0.14)
USD/JPY Poised To Break Higher
David Becker - Seeking Alpha - Wed Feb 11, 3:16PM CST
On the heel of a robust jobs report this past Friday, U.S., Treasury yields have surged higher and have increased the chances for rate liftoff in June. The strength in wages and the rebound in oil prices also suggested that inflation could be on the...
JYN: 48.15 (unch), YCL: 14.33 (+0.04), YCS: 87.47 (-0.07), FXY: 81.87 (+0.09)
German Greek Standoff Dulls Forex
Dean Popplewell - Seeking Alpha - Wed Feb 11, 6:39AM CST
By Dean Popplewell It’s not much of a surprise to see the various asset classes treading water this morning as investors await on a couple of crunch meetings on the future of financial aid to Greece. The Greek drama continues to unfold as...
FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), UDN: 22.76 (+0.03), UUP: 24.91 (-0.01)
Short Note On The Price Action
Marc Chandler - Seeking Alpha - Tue Feb 10, 8:51AM CST
The yen is being sold in early North American activity. The rise in 10-year US yields back above 2.0% and the rally in stocks are the major weights. In our weekly technical note , we cited the trend line drawn off the December 8 high near JPY121.85...
FXA: 77.69 (+0.23), FXY: 81.87 (+0.09), FXB: 151.21 (+0.01), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), UUP: 24.91 (-0.01)
JPY Week 7, 2015 Preparation
FX Analyst - at Seeking Alpha - Tue Feb 10, 7:31AM CST
FXY: 81.87 (+0.09)
Greek Clarity Required For Next Euro Move
Dean Popplewell - Seeking Alpha - Tue Feb 10, 6:18AM CST
By Dean Popplewell The forex market becomes more difficult to endure when “the” obvious trade is the only trade and when the appetite for that particular currency is no more, at least temporarily. Currently, the market has its fill of...
FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), UDN: 22.76 (+0.03), UUP: 24.91 (-0.01)
Behind The Scenes: A Look At CAD/JPY
Cerebro1 - at Seeking Alpha - Mon Feb 09, 2:51PM CST
FXY: 81.87 (+0.09), FXC: 79.78 (+0.19)
Stressed Euro, Slow China And Growing U.S. Cause FX Problems
Dean Popplewell - Seeking Alpha - Mon Feb 09, 6:32AM CST
By Dean Popplewell This week is expected to be light on the US indicator front, but notable consumer sector numbers will be announced. After last Friday’s better-than-expected employment report, traders will be looking to see if the...
FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), UDN: 22.76 (+0.03), UUP: 24.91 (-0.01)
Monday Challenges
Marc Chandler - Seeking Alpha - Mon Feb 09, 5:26AM CST
Investors are having a tough time of things today. There are three issues that have eclipsed the firming of expectations for a mid-year Fed hike. Greece's Tsipras remained committed to his campaign promises in a speech to parliament which keeps in...
FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), UUP: 24.91 (-0.01)
Why The Japanese Yen Could Continue To Decline
Andrew Sachais - at Seeking Alpha - Mon Feb 09, 3:09AM CST
FXY: 81.87 (+0.09)
8 Points On The Investment Climate And The Dollar
Marc Chandler - at Seeking Alpha - Sun Feb 08, 11:03PM CST
1. The swing in the pendulum of expectations back toward a mid-year Fed rate hike is one of the key developments that will shape the investment climate. The data in the week ahead, including the broader measures of the labor market, like the Fed's...
DIG: 57.30 (+2.23), OIL: 12.01 (+0.34), FXY: 81.87 (+0.09), FXE: 112.16 (-0.15), UUP: 24.91 (-0.01)
Dollar Bulls Reclaim The Whip Hand
Marc Chandler - at Seeking Alpha - Sat Feb 07, 11:44PM CST
The US dollar's consolidative phase appears to have ended with the January employment report. Employment growth accelerated, and average hourly earnings rebounded. There was a 10-11 bp increase in both short- and long-term interest rates. The...
USO: 19.62 (+0.44), SPY: 209.78 (+0.86), DIG: 57.30 (+2.23), FXA: 77.69 (+0.23), OIL: 12.01 (+0.34), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), TLT: 128.19 (-1.33), UUP: 24.91 (-0.01)
Currency Wars
Comstock Partners - at Seeking Alpha - Fri Feb 06, 3:28AM CST
As our viewers know, we have been sounding the alarm about the deflationary process that is playing out in the world's equity, bond and currency markets for quite some time. Because of the activity by central banks in major and more recently in...
JYN: 48.15 (unch), ULE: 17.62 (-0.02), URR: 19.48 (+0.08), FXY: 81.87 (+0.09), UUPT: 29.68 (-0.04), EUO: 24.16 (+0.03), USDU: 27.70 (unch), UUP: 24.91 (-0.01), YCL: 14.33 (+0.04), YCS: 87.47 (-0.07), FXE: 112.16 (-0.15), UDN: 22.76 (+0.03), FXF: 104.56 (-0.56), EUFX: 42.41 (+0.07), ERO: 43.16 (unch), FORX: 44.02 (+0.09), UDNT: 10.42 (-0.02), DRR: 55.92 (-0.18)
ETFs For An Ongoing Stimulus Bubble
Gary Gordon - Seeking Alpha - Thu Feb 05, 3:46PM CST
Canada, India, Turkey, Australia, China and Denmark. What do all of these countries have in common? The central bank of each nation has eased monetary policy to stimulate respective economies in 2015. What's more, none of these actions had been...
HEDJ: 61.99 (+0.12), TLH: 136.86 (-0.66), EWG: 29.19 (-0.01), VGK: 54.96 (+0.18), FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), EWL: 32.82 (+0.02), UUP: 24.91 (-0.01), DBAP: 27.23 (-0.20), HEWG: 26.41 (+0.01)
More stimulus on the way as dove joins BOJ board?
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 2:36PM CST
JGBL: 21.50 (unch), JYN: 48.15 (unch), DXJF: 24.98 (+0.57), JPNL: 47.02 (+1.91), JGBT: 25.51 (-0.04), FXY: 81.87 (+0.09), JGBS: 18.30 (unch), EWJ: 11.93 (+0.14), DXJ: 51.69 (+0.57), NKY: 17.98 (+0.14), EWV: 57.41 (-1.86), HEWJ: 28.57 (+0.39), YCL: 14.33 (+0.04), ITF: 51.12 (+0.79), DBJP: 38.86 (+0.50), YCS: 87.47 (-0.07), JPP: 44.14 (unch), EZJ: 86.49 (+2.11), FJP: 47.44 (+0.59), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
EUR/USD Bad For Europe Good For Euro
Dean Popplewell - Seeking Alpha - Thu Feb 05, 7:30AM CST
By Alfonso Esparza The Greek goodwill tour by prime minister Alexis Tsipras and finance minister Yanis Varoufakis was met with a stonewall after visiting Frankfurt. Although the meeting with German finance minister Wolfgang Schauble went about as...
FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), UDN: 22.76 (+0.03), UUP: 24.91 (-0.01)
EUR/USD Gets Greek Confidence Boost
Dean Popplewell - Seeking Alpha - Wed Feb 04, 6:40AM CST
By Alfonso Esparza The USD continues to struggle after last week’s lower than expected fourth quarter gross domestic product (GDP) figure. Softer data out of the U.S. combined with an optimistic outcome from Greek debt negotiations...
FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), UDN: 22.76 (+0.03), UUP: 24.91 (-0.01)
Yesterday's Euro-Phoria Eases, Market Awaits ADP And Oil Supply Figures
Marc Chandler - Seeking Alpha - Wed Feb 04, 5:55AM CST
The powerful bout of long dollar liquidation, spurred by optimism that the new Greek government had moved away from its posturing about debt forgiveness, has largely faded today. The ECB is reportedly rejecting Greece's request to be allowed to...
DIG: 57.30 (+2.23), FXA: 77.69 (+0.23), OIL: 12.01 (+0.34), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXE: 112.16 (-0.15), EWJ: 11.93 (+0.14)