7/3/2013

[hayseed]

15 minutes after the fact might be too late for fast moving markets, but none-the-less, US jobs data in articles below....

Bloomberg on jobless claims....

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adp final release pdf

 

[Rambo35]

I was surprised by the headline number, but after looking deeper into the report I thought it was rather lukewarm and nothing to be excited over.

 

[hayseed]

effects

hey rambo..... yeah it could have been better.... still seems to be having a positive effect for the dollar, though it might be temporary....

makes me wonder just how it will react once japan stops selling.....

easy come easy go......h

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http://www.scmp.com/business/money/...n-stocks-slump-capital-flows-back-us-treasury

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http://www.marctomarket.com/2013/07/japans-portfolio-flows-liquidation-of.html

 

[Rambo35]

hey rambo..... yeah it could have been better.... still seems to be having a positive effect for the dollar, though it might be temporary....

makes me wonder just how it will react once japan stops selling.....

easy come easy go......h

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http://www.scmp.com/business/money/...n-stocks-slump-capital-flows-back-us-treasury

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http://www.marctomarket.com/2013/07/japans-portfolio-flows-liquidation-of.html

As we know know it was only temporary 🙂

 

[hayseed]

temporary

As we know know it was only temporary 🙂

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one of the benefits of temporary is that it's only temporary....

anytime a politician, such as bernake, tries to convince the markets there is no reason to fear, there is reason to fear.....

the dollar index was at highs and now trying to roll over..... but that rollover is only due to a politicans remarks....

the next stop is 90.... 120 is closer than we think......h

 

[hayseed]

efxnews

tapering and it's possible impact.....h
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http://www.efxnews.com/story/19711/tapering-vs-forward-guidance-impact-eurusd-gbpusd-citi

 

[Rambo35]

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one of the benefits of temporary is that it's only temporary....

anytime a politician, such as bernake, tries to convince the markets there is no reason to fear, there is reason to fear.....

the dollar index was at highs and now trying to roll over..... but that rollover is only due to a politicans remarks....

the next stop is 90.... 120 is closer than we think......h

I agree with you on the part that when Ben says do not worry, worry. I disagree on the Dollar Index, I think we are closer to breach below 80 than to touch 90.

 

[hayseed]

index

I disagree on the Dollar Index, I think we are closer to breach below 80 than to touch 90.

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hope your right, due to reasons mentioned here..... lower is better.....h

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[Rambo35]

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hope your right, due to reasons mentioned here..... lower is better.....h

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Time will tell 🙂

 

[hayseed]

nomura

nomuras take on tapering and possible impacts....h

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http://www.efxnews.com/story/19718/tapering-positioning-flows-open-tactical-fx-trades-nomura

 

[hayseed]

cpi

Bloomberg on cpi in the states.....

http://www.bloomberg.com/news/2013-...-u-s-rise-more-than-forecast-on-gasoline.html

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gas prices have risen here over 30 cents per gallon the past 30 days.... the average here today ,7/17/13, is about 3.40 per gallon.... that's common for the summer peak months.... it will fall....

interest rates still appear to be well above 6 months ago.... odds are, they will not fall much.....h

 

[hayseed]

goldman

goldman sachs seems to lean toward the euro..... 7/17/13....h

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http://www.efxnews.com/story/19753/forecasts-eurusd-usdjpy-gbpusd-other-fx-spots-goldman-sachs

 

[hayseed]

credit suisse

credit suisse's sees euro strength along with yen and aud weakness....h

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http://www.efxnews.com/story/19761/major-currencies-forecasts-outlooks-credit-suisse

 

[hayseed]

winner

abe pulled it off.....h

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http://www.reuters.com/article/2013/07/21/us-japan-election-idUSBRE96J0BA20130721

 

[hayseed]

credit agricole

credit agricole's take on the eurusd.....

my eurusd shorts are underwater....h
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http://www.efxnews.com/story/19822/eurusd-long-short-it-credit-agricole

 

[hayseed]

j p

jp morgans flexible take on the usdjpy.....h

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http://www.efxnews.com/story/19829/will-usdjpy-spike-towards-110-or-fall-90-end-q3-jp-morgan

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and Barclays eurusd trade of the week..... my eurusd shorts are deeper under today.....h

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http://www.efxnews.com/story/19819/barclays-trade-week-sell-eurusd

 

[hayseed]

“We need a weaker yen to stoke inflation,” said Fujimaki. “The yen’s fundamentals suggest to me it should be around 180 to 200 per dollar. Because it has been around 80, we’ve had 20 years of deflation.” .... per Takeshi Fujimaki, a former adviser to billionaire investor George Soros ......

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http://www.bloomberg.com/news/2013-...ki-says-tax-delay-fed-may-pop-jgb-bubble.html

 

[Enivid]

The problem is Fujimaki is neither in BoJ, nor in Japanese government, so his words worth little.

 

[xProphet]

US Factories do periodic shut downs. (1-2 weeks) Those works are encouraged to apply for "unemployment" insurance during those shut downs because they don't receive pay during the shutdowns. I would estimate between 5000-10,000 employees in my state alone. This is bit of speculation on my part, but it might be worth looking into by some of you fundamental traders.

 

[hayseed]

un employment

hey xp..... yeah, and quite often business will go thru extensive remodling and layoff employees several weeks or months..... the wendys restaurant chain does that quite often around here......

you and I know something about the states much of the world does not..... we are in many ways much like the European union..... they have countries that toggle between economic ups and downs and we have states that do the same.....

the gdp of California or texas alone is larger than 90% of the countries of the world..... yet still, many states here will swing between good times and bad..... just like the euro states....

have you ever seen the charts that rename the states to comparable foreign countrys by name based on gdp.... this years Sweden might be next years Nigeria.....h

http://www.economist.com/blogs/dailychart/2011/01/comparing_us_states_countries

http://bigthink.com/strange-maps/131-us-states-renamed-for-countries-with-similar-gdps

http://en.wikipedia.org/wiki/Comparison_between_U.S._states_and_countries_by_GDP_(nominal)

http://www.forexfactory.com/news.php?do=news&id=416675#post6535141