Monthly Archive: May, 2013

Yen Weekly Outlook: Week of May 27-31

The stereotype of the Japanese business model has been to develop and improve on foreign innovation rather than develop it at home. However Abenomics, is a form of stimulus so radical that it’s… Continue reading

Coming Week Market Movers: The State of The Rally

Feels like a luxury cruise. On the Titanic. As we noted in our forecast for 2013, the fate of the rally rests on continued QE and quiet in the EU. We’ll start by… Continue reading

The Coming Week: New Lessons On The Rally’s Health Part 2

Part 2: Lessons, Conclusions Having reviewed the prior week in Part 1, here are the key lessons and conclusions.   Rally On? Three Things To Watch   As we mentioned last week and… Continue reading

The Coming Week: New Lessons On The Rally’s Health

Part 1: Daily Breakdown *Top Market Movers From Prior Week: Rising Perceived Risk of QE Cutback New Evidence of Struggling China Recovery *Lessons Learned For The Coming Week And Beyond   The prior… Continue reading

COMING WEEK MARKET MOVERS & OUTLOOK FOR THE REST OF 2013

In terms of actual scheduled economic calendar events, the week is light. That will leave traders and pundits alike with time to continue speculating on variations and aspects of The Great Question –… Continue reading

Lessons For This Week: Still Safe To Enter This Rally?

Part 1: Daily Breakdown First, thanks for all the kind inquiries about my absence in recent weeks. Life intervened. Here in Part 1 we do a brief day by day analysis of key… Continue reading

Lessons For This Week: Still Safe To Enter This Rally?

Part 2: Lessons, Conclusions, Highlights The following are the conclusions and lessons garnered from Part 1’s analysis of what was moving all major global asset markets It’s a summary of what’s really been… Continue reading

US Dollar Weekly Outlook: What’s Really Driving The Rally?

Long Term Drivers and Headwinds First, please accept my apologies to all who’ve inquired about my absence in recent weeks. Life intervened. A parting of ways with a recent employer has meant I’ve… Continue reading