Dollar

Dollar King

Summary Clear macro trends emerging United States: Steady as she goes United Kingdom: Manufacturing sentiment slows further in September Eurozone: Manufacturing sentiment slides in September Eurozone: ECB expected to sit on its hands Good morning, As we start the last… Read More ›

Recent Posts

  • From Russia with Love

    Bond

    Summary It’s the dollar, stupid! Emerging Markets: Russia is trouble United States: Consumer confidence disappoints United Kingdom: Solid revisions to GDP Eurozone: German unemployment on the up ” ‘ Good morning, I have the feeling that we are going to… Read More ›

  • On the margins

    Catalan

    Summary HK, Spain & Greece come to our attention United States: Nothing much going on United Kingdom: Housing slowing quickly? Eurozone: German inflation normal! Eurozone: Hans-Werner Sinn ‘ ‘ Good morning, Neymar with a hat-trick and Messi with a brace… Read More ›

  • Occupy!

    HKOccupy

    Summary Geo-politics: The year of the street. Currencies: USD strength rattles markets United States: Yanks spending again! Eurozone: Where is La Dolce Vita? United Kingdom: Brits in or out? ‘ Good morning, When the good and normally placid people of… Read More ›

  • Taking a dip

    Men-Dip.590

    Summary Equity markets wobble Eurozone: On the canvas United States: All good on the ground Turkish: Whose side are you on? Good morning, Equities were hit hard yesterday in the worst session since July with every sector down at least… Read More ›

  • The night of the long knives

    Gang_of_Four_poster

    Summary China: Not quite the Gang of Four, but still! China: Head of the PBOC to be pushed? Eurozone: German business confidence slows Australia: RBA dumb on housing United States: Plenty to go in US housing uptick ‘ ‘ Good… Read More ›

  • All Out of Options

    Draghi

    Summary Draghi talks down the Eurozone economy Eurozone: Manufacturing sentiment weakens United Kingdom: Demand for home loans strong United States: Regional manufacturing looking good ‘ Good morning, Who has less credibility now, Mario Draghi or Louis Van Gaal? Both arrived… Read More ›

  • Caution Merger Ahead!

    M&A

    Summary Economy: In praise on farming Markets: Trends in M&A this year United States: Existing Home sales slow China: Manufacturing sentiment rebounds ‘ Good morning, This morning I find myself at the ploughing competition in the middle of Ireland. It’s… Read More ›

  • Victoria’s Secret

    victoria-secret-angels-victoria-secret-fashion-show2

    Summary The US: Victoria’s Secret, steep curves Geo-politics: Obama’s disasters G20: Eurozone’s Liquidity Trap Ukraine: Economy ruined, Germany worried Week ahead: Eurozone data to the fore ‘ Good morning, I am just back from a quick expedition to Southern California… Read More ›

  • Scotland votes No!

    VoteNo

    Summary Scotland decides to stay with the Union United States: Mixed economic data United Kingdom: Retail Sales increase in August Eurozone: Weak initial take-up for TLTRO ‘ Good morning, Scotland has voted against independence, after the result in Fife, where… Read More ›

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