In the midst of the fourth-quarter 2015 earnings season, carriers seem to have a fresh challenge to cope with. The spread of the mosquito-borne Zika virus in more than 20 countries, particularly in So...
A Negated Breakdown There have been remarkable gyrations in the gold sector lately. The typical rebound out of a November/December low (typical in recent years after the end of the tax loss selling pe...
Trading opportunities for currency pair: the euro/dollar has slid to the trend line. From here we could see a bounce since Monday’s movements usually go against Friday’s. The bounce level will te...
EURJPY: Having rallied strongly the past week, we envisage further strength to occur. However, with almost a half of that rally taken back, a correction could be developing ahead of its medium term fa...
The risk-off trade continued to weigh on the major asset classes in January. The main exception: several slices of high-quality bonds popped last month, led by the 1.5% total return for inflation-inde...
Although the Euro has managed to gain ground in recent weeks amid positive fundamental signs and show other improvements in economic metrics, the pressure on the Pound has been unrelenting due to m...
Last week saw all of the major markets regain some ground and the oil price consolidate earlier gains. Friday marked the final trading session for January, so it is a convenient point to look back ove...
Investors continue wrestling with the implications of last week’s surprise rate cut by the Bank of Japan. The yen is little changed against the dollar, near its 200-day moving average (~JPY121...
China Caixin Manufacturing Purchasing manager index (PMI) compiled by Markit showed a slight improvement in January, at 48.4 versus 48.1 expected and 48.2 prior. This survey-based, forward looking ind...
Investing as Performance Art The security analyst Bruce Schneier describes many of the security measures on public display as “security theater”: a meaningless set of rituals designed to provide...