March 4, 2018

(from my colleague Dr. Win Thin) EM FX ended Friday on a mixed note, capping off a largely softer week.  Best performers last week were MYR and TWD while the worst were ZAR and ARS.  US stocks clawed back early losses and

Read more

The uncertainty in the U.S. continued to weigh on U.S. economic outlook after President Trump announced that the import tariffs on steel and aluminum will be increased to 25 percent and 10 percent respectively. This led to weak U.S dollar

Read more

FoxBusiness: .@PMorici1 on tariffs on imported steel and aluminum: “What this is is a message to the Chinese and to our allies: things have to change. We cannot go on with the kinds of trade deficits that we have without

Read more

President Trump has just announced that the US is about to impose 25% tariffs on steel imports and 10% on aluminium imports. The decision caused global markets to shudder, especially on concerns that Europe and Asia would retaliate. For the week,

Read more

Change seems to be the only constant for the retail sector, which is undergoing a major transformation owing to shifting consumer preferences. While the overall outlook for the sector has been rosy following a spectacular holiday season, retailers may still

Read more

Fundamental Australian Dollar Forecast: Bearish The Reserve Bank of Australia will set interest rates for March this week Its Governor Philip Lowe is due to speak too Will the rhetoric against a stronger Aussie be ramped up? The Australian Dollar remains stuck in

Read more

Regular readers will be familiar with my analysis of the last few weeks for McDonald’s, which was already showing signs of increasingly bearish sentiment. Indeed my most recent post two weeks ago was entitled Ronald McDonald Not A Happy Clown which

Read more

The Top 10 of the Ranking and Rating list for the coming month shows the following stronger currencies being well represented for going long: the GBP(4X) with the JPY(4X). The weaker currencies are the USD(3X) with the CAD(2X) followed by the

Read more

Take a look at these three trading ideas to prep you for the next trading session. Long Steel Dynamics (STLD) Long Twitter (TWTR) Short Ingersoll-Rand (IR)

  Based on Commitment of Traders (COT) data John Rubino at Dollar Collapse prefers silver over gold. The gold COT chart (GC) shows large speculators are net long 178,718 contracts while the commercial traders are short 199,796. Short specs are long 20,808

Read more