17 March, 2016 by The TZ Newswire Staff Comments Off on Falling USD has the characteristics of a pain trade that seems to have further to run
Falling USD has the characteristics of a pain trade that seems to have further to run
Morgan Stanley with their pain trade’ take on the US dollar
This is via eFX
“The dovish Fed – discouraging USD bulls – has led to a
de-positioning move supporting the once shunned currencies. GBP, AUD and
many emerging market currencies fall into this category.,” argues Morgan Stanley…
When it comes to capital flows, other factors such as growth and
productivity differentials come into play and here the US still leads,. It
requires growth and output gap differentials shrinking.
17 March, 2016 by The TZ Newswire Staff Comments Off on What Does an Increase in Stockholder Equity Indicate?
What Does an Increase in Stockholder Equity Indicate?
There are two main reasons why this accounting figure can rise.
17 March, 2016 by The TZ Newswire Staff Comments Off on The Relationship Between P/E Ratio and Stock Price
The Relationship Between P/E Ratio and Stock Price
These two different measures of a stock’s value can work together to paint a clear picture.
17 March, 2016 by The TZ Newswire Staff Comments Off on ANZ on the SGD – sell the crosses
ANZ on the SGD – sell the crosses
ANZ say the SGD strength is not warranted, recommend selling the crosses
In brief:
– SGD strength this year has mainly been on the back of dollar weakness, rather than based on domestic merits.
17 March, 2016 by The TZ Newswire Staff Comments Off on BNP on oil: "Global fundamentals little changed, oil lifted by higher risk-appetite"
BNP on oil: "Global fundamentals little changed, oil lifted by higher risk-appetite"
Comments from BNP on oil
I’m sure there is some truth in what BNP says about oil and risk appetite, but I do wonder which one is the tail and which one the dog.
17 March, 2016 by The TZ Newswire Staff Comments Off on The Wall Street Journal: China housing prices rise as incentives lure buyers
The Wall Street Journal: China housing prices rise as incentives lure buyers
Housing prices in China continued to rise in February from January following incentives such as lower taxes and down-payment requirements that buoyed consumer sentiment, official data showed Friday.
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