Category: Opinion

ECB’s QE Reloaded – Is It Enough?

While the U.S. awaits for the Federal Reserve to raise rates – and for now it seems less likely it will occur anytime soon – the ECB is taking the lead in order to provide more liquidity to the markets,…

China Cuts Rates Again – PBOC Means Business!

China

The recent news from China is that PBOC decided to fight the general malaise the Chinese economy has been experiencing but slashing again rates. Is this enough to jump start the world’s second largest economy? It’s certainty a move in…

Varoufakis: 4 Problems, 4 Solutions – Analyzed – MM #72

We start with analyzing the 4 problems and 4 solutions that Varoufakis presented in Barcelona, continue with the data dependent dollar drive and finish with a preview of the interesting week.  You are welcome to listen, subscribe and provide feedback. Yanis Varoufakis in…

No News Is Bad News for USD – MM #71

The meeting minutes from the Fed didn’t show the decision was close and that was bad news for the greenback. After starting with the minutes and other central bank reactions, we move to rising oil (certainly correlated) and the upcoming events –…

How Long Will The Oil Glut Last?

One of the main factors that dragged down oil prices is the glut in oil supply, in part, driven by higher OPEC output. Low oil prices has already started to bring down output of non-OPEC countries. But is this enough…

The Good And Bad In The U.S. Labor Market

The non-farm payroll data came short of market expectations with a gain of only 142,000 jobs. Moreover, the report also presented revised-down figures for the months of July and August – a revision of a total of 59,000 jobs for…

NFP Nightmare, Judging Japan and Natural Gas – MM #70

We start by confronting the catastrophe called NFP and its implications. We then continue to Japan’s worsening outlook and easing prospects, follow with natural gas as autumn leaves settle in and preview the big events coming up. You are welcome to…

What’s Up Ahead for Copper?

The copper has seen better days. Currently, copper prices are at $2.25/lb — a year low. The big question is where this metal it heading? China the world’s largest copper consumer keeps popping up in the news as the economic outlook…