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Good Saddles, Bad Horses
Riding on a wave of good news from the US weekly jobless claims to the drop in MBA mortgage delinquencies equities rallied, bonds sold off and the USD dropped – but it wasn’t sustainable. We ... [ more ]
Categories Real Estate Commodities Economics Fixed Income Macro Strategy Europe US
Tickers GLD
Faros Morning Update - Crosswinds
Good Morning. Please see our new attachment of “Trade Recommendations” for your guide. Although we do not make explicit currency forecasts at Faros, we do highlight themes that we see occurring in the markets and those ... [ more ]
Categories Energy Financials Commodities Currencies Asia Australia Canada Europe LatAm US
The Morning Track - Potpourri
The Question of the Day: Is the overnight good news good enough? Equities are higher overnight, USD slightly lower and bonds lower. Risk aversion has waned and many are pointing to the news overnight as ... [ more ]
Categories Financials Commodities Currencies Economics Fixed Income Macro Strategy Asia Australia Europe US
Tickers GLD
The Evening Track – Smoke without Fire?
Question of the Day: Can it get worse? Short Answer – Yes, but we all know that the FOMC will ease further if it does. Maybe that is the reason why early panic turned ... [ more ]
Categories Financials Currencies Economics Fixed Income Macro Strategy US
Tickers GLD
Faros Morning Update - Not Over Yet
Good Morning. Please see our new attachment of “Trade Recommendations” for your guide. Although we do not make explicit currency forecasts at Faros, we do highlight themes that we see occurring in the markets and those ... [ more ]
Categories Energy Financials Currencies Asia Australia Canada Europe
The Morning Track – Epicureanism
The Question of the Day: Is present growth enough to balance future worries? The USD/JPY moves off its 15-year highs overnight as talk of intervention finally works even as JGBs rally and stocks remain offered. ... [ more ]
The Evening Track – Just Numbers?
The Question of the Day: Is DJIA 10,000 like Nikkei 9,000? The market for shares briefly broke DJIA 10,000 after the disappointing existing home sales stoked fears of a double-dip recession in the US. This ... [ more ]
Categories Financials Commodities Currencies Economics Equities Fixed Income Macro Strategy Europe LatAm US
Tickers GLD
US Housing - Distorted Price and Contorted Policy
The question to ask about today’s existing home sales data is whether the tax incentives end from April have led to the sales drop in July and whether that will lead to a price drop later. ... [ more ]
Categories Real Estate Economics Fixed Income Macro US
Faros Morning Update - Its All About the JPY
Good Morning. Please see our new attachment of “Trade Recommendations” for your guide. Although we do not make explicit currency forecasts at Faros, we do highlight themes that we see occurring in the markets and those ... [ more ]
Categories Financials Currencies Asia Canada Europe LatAm Middle East US
The Morning Track – The Tempest
The Question of the Day: Does breaking Nikkei 9,000 matter? The index broke to new 1 year lows at 8,995 as the battle against the JPY rages as a tempest and the EUR/JPY touches new ... [ more ]
Categories Financials Commodities Currencies Economics Equities Fixed Income Strategy Asia Australia Europe US
Tickers GLD