2014 (Q3,Q4) Global Market Outlook If you are long term investor or trader (Quarterly trader), you should read this. When weve known about US $ strength was strong in the past days. That would be great gift for Yellen (Federal Head). You also knew the US stock market have been mostly bullish. Yellen wanted to cut the QE (Driven money flow) for the US stock market. But the 08 recession still require a little bit for QE. Her wish is being gone. You have to buy the US stock with US $ Right? If the US $ is continuously risen, she can cut the QE quickly because Stocks will be grown by buyer confidences. Why buyers have confidence? They know US $ is bullish, the stock market will follow. More buyer, less seller. but the consequence for that, US export cannot go high. Federal head want US $ value strong. The same thing is started to happen in JP Yen. JPY is always wanted to happen devaluation as Japan is export oriented country. JPY has been fighting with Euro and Euro may also want their export risen or something, wanting to happen the Euro devalued. The intention of JPY have not been and Euro is starting to fulfill their intention. Euro is plunging against the Yen Strong. There would be intervention of EUR strong aginst USD. so these days EUR cant get head Look at EURUSD 1.4000 huge selloff. You can see the Euro Stoxx, German DAX are declining and ranging since last months. And Nikkei is heading from Q1,Q2 ranging stage. Euro weak, Euro stock weak. JPY strong, JPY index strong. Euro got their intention and JPY failed for this war. Now JCB is printing the so many cash for struggling. The consequence of ECB want leads to Euro zone stocks weak but guess not bearish for breaking the year low and will going range bound because US stock is risen. If US stock is risen, the global stocks have no impact huge bearish. Lets look at 08 crisis. For JPY, JPY weak is important rather than JP stock risen. For conclusion, Safe heaven currencies $ and Yen will be bullish most of the time. GBP may want strong their currency because Carney told no reason for GBP weak. AUD was bullish mostly and have impact of China data flow. And precious metal & metal price are stable bullish and commodities were plunged for months. I dont clearly know why commodities plunged. May be the production declined or something reasonable. Commodities producer should prepare for Their hedging. Analysis is great for all the time to me.
Posted on: Sun, 27 Jul 2014 08:23:58 +0000
Trending Topics
Recently Viewed Topics
© 2015