Markets
Here is the collection of articles related to Financial Markets
FX, Markets. 23 September, 2012, 2:22
Chinese Yuan strengthens against USD, but PBOC does not seem to like it
While the market price of USDCNY continued to show modest strengthening, PBOC fixing weakened for the week.
Markets, Rates and Bonds. 22 September, 2012, 11:45
Spread between US mortgage rates and agency MBS yields hits record high
While agency MBS yields collapsed on the back of QE-Infinity, lower rates are not passing through mortgage rates.
FX, Markets. 21 September, 2012, 19:40
Word Up on Prices
US dollar is finishing the week on a soft note, but the decline might be over.
Commodities, Markets. 21 September, 2012, 17:56
Gold price and central banks’ balance sheet expansion
What does central banks’ balance sheet expansion do to gold prices?
Markets, Rates and Bonds. 20 September, 2012, 21:22
US Treasury market is distorted by the Fed
Some issues of US Treasury are more than a third owned by the Fed.
Markets, Stocks. 20 September, 2012, 15:08
Shanghai hits new low again, making the divergence with S&P 500 as glaring as ever
Shanghai hits new low again…
FX, Markets. 19 September, 2012, 22:31
Japanese Yen strengthens despite expansion of asset purchases
Quantitative easing does not necessarily mean weak currencies, as the Japanese Yen shows, once again.
FX, Markets. 19 September, 2012, 22:23
US dollar, 2012 vs. 1996, again
Will the 2012 vs. 1996/97 analogy still hold for US dollar with QE-Infinity?
Markets, Stocks. 19 September, 2012, 11:53
Is the market still too optimistic about Chinese corporate earnings?
Despite contracting earnings in the first half, the market consensus is still forecasting growth for the full-year 2012, and strong growth for 2013.
Cross asset, Markets. 19 September, 2012, 1:47
Chinese equities weakened, but steel and iron ore continued to rise
Chinese stocks have weakened again, but the rebound in steel and iron ore has not stopped.
FX, Markets. 18 September, 2012, 22:51
US dollar during QEs
Although US dollar has been doing nothing overall for a few years, it weakens when Fed expands its balance sheet.
Commodities, Markets. 18 September, 2012, 0:20
Steel and iron ore prices in China rebounded on stimulus, perhaps
Iron ore prices in China have rebounded very strongly.
Cross asset, Markets. 17 September, 2012, 21:20
Diminishing market reactions to unconventional monetary policy
Yields now hardly move on policy announcements, especially if the element of surprise has gone.
Cross asset, Markets. 17 September, 2012, 2:10
What will happen to the markets after QE3?
Some thoughts and gut feeling about what will happen to various asset classes as QE3 gets underway.
FX, Markets. 16 September, 2012, 18:58
FX positioning and outlook – 16 September 2012
Weekly FX positioning and outlook for the coming week (17 Sept 2012 to 21 Sept 2012).
Cross asset, Markets. 13 September, 2012, 11:52
Hedge funds were punished for being defensive
Being defensive has not been a winning strategy this year for hedge funds.
FX, Markets. 12 September, 2012, 18:59
Risk-on continues as German Constitution Court says yes to ESM
German Consitutional Court decision and the expectation of QE from the Fed extend the risk-on mode.
Markets, Stocks. 12 September, 2012, 11:58
The US stock market likes government gridlock
The possibility of 4 more years of gridlock in Washington does not seem to have any negative impact on stock market.
FX, Markets. 9 September, 2012, 18:48
FX positioning and outlook – 9 September 2012
Weekly FX positioning and outlook for the coming week (10 Sept 2012 to 14 Sept 2012).
Markets, Stocks. 7 September, 2012, 22:59
That rally in Shanghai, in context
Today’s rally in Shanghai Composite, in context.