Submitted Nov 18, 2014|From marketpulse.com

The Bank of England (BoE) has turned slightly dovish on the U.K. economy following softer economic indicators released in the last two months. There was no surprise from the market when the BoE announced on November 6 that it would hold its ...

Submitted Nov 13, 2014|From marketpulse.com

External forces affecting Europe can be split in two: macroeconomic and geopolitical. In the macroeconomic arena, proactive central banks are pressuring the ECB from both sides. The Bank of Japan released stimulus to avoid losing momentum, while the ...

Submitted Oct 31, 2014|From marketpulse.com|1 comment

The Bank of Japan (BOJ) surprise stimulus announcement jolted the market on Halloween day. By dropping no hints of imminent action, and instead playing down doubts over Japan’s economic price prospects, has allowed the BoJ to spring the biggest of ...

Submitted Oct 24, 2014|From marketpulse.com

Japan’s trade deficit increased despite a positive growth in exports that could not overcome the rise in imports. A weaker currency gave exporters a boost but also made imports more expensive. Even with lower energy prices the growth in imports ...

Submitted Oct 17, 2014|From marketpulse.com

This week was going according to plan around the globe until the release of the US Retail Sales numbers came in. A worse than expected –0.3% growth in September spooked the market into believing that the US economy could be as fragile as the rest of ...

Submitted Oct 16, 2014|From marketpulse.com

Volatility, the critical ingredient investors need to trade, started to gradually creep back into financial markets late in the third quarter. That prompted idle traders worldwide to take positions once again. But is that market volatility ...

Submitted Sep 19, 2014|From marketpulse.com

A weaker JPY can be a bane and a blessing to Japan. It does have benefits for exporters, which can increase their earnings. The stock market has captured that sentiment as the stock market keeps rising. A weak currency in the long term can also ...

Submitted Aug 29, 2014|From marketpulse.com

Month-end portfolio demand, geopolitical and event risk are all taking a stab at making an impact on forex prices. So far, and not unfamiliar, investors continue to wade through the same contrived trading ranges, but this time the EUR bear must be ...

Submitted Aug 28, 2014|From marketpulse.com

Yesterday Russian President Putin calmed markets by reaching out to Ukranian PM and seeking to discuss the current situation with his counterpart with the goal of avoiding further conflict. The market took Putin at face value and hours later as more ...

Submitted Aug 14, 2014|From marketpulse.com|7 comments

New dynamics are now entering the fray. Prior to this week, capital markets were beginning to buy into the notion the Bank of England (BoE) would initiate a rate hike as early as the fourth quarter. A day and a couple of reports later, the market is ...

Submitted Aug 1, 2014|From marketpulse.com

Bank of Japan Governor Haruhiko Kuroda defended the bank’s positive assessment of the economy on Friday. Data release out of Japan have been weak and prompted an assurance from the BOJ that they will act if needed. They just don’t think its needed ...

Submitted Jul 29, 2014|From marketpulse.com|1 comment

Two of the most recognizable barometers of investor’s confidence have proven less effective in 2014. Central Bank actions have dictated the pace global economics and their intervention has disrupted the supply and demand of commodities. While the ...

Submitted Jul 4, 2014|From marketpulse.com

The majority of Asian currencies tumbled but the optimism surrounding Indian Prime Minister Modi’s budget to be published in July 10 has boosted the INR after the railway plan was announced with a much needed hike to improve the fiscal health of the ...

Submitted Jun 27, 2014|From marketpulse.com

Interest rates are the key to unlocking the forex market’s contained range trading. Investors require a divergence in central bank interest rate policies to provide opportunity. So far, a low-rate environment is affecting market volume and ...

Submitted Jun 20, 2014|From marketpulse.com

Geopolitical risk in Iraq has hit emerging markets specially hard if they are net importers of energy. India is struggling to contain rising inflation particularly in energy and food. The government introduced export restrictions on food items to ...

Submitted Jun 13, 2014|From marketpulse.com

The loonie was able to print fresh highs this week ($1.0842), mostly supported by the uptick in commodity prices, specifically crude on supply concerns from any geo-political fallout in the Middle East. Also aiding the CAD was the weakening EUR on ...

Submitted Apr 25, 2014|From marketpulse.com

S&P did not limit its focus to Russia on Friday. The rating agency noted that China shipbuilding, metal, mining and building material companies are vulnerable to defaults. "A slowing economy and tough operating conditions in some leveraged ...

Submitted Apr 3, 2014|From marketpulse.com

The Yellen dashboard justifies the current low rate environment pushed by the Fed. Employment hasn't fully recovered as the unemployment rate shows only a partial view. Yellen introduced the other indicators to get a full view. The main challenge ...

Submitted Mar 28, 2014|From marketpulse.com

Are we about to face a period of "considerable turmoil'? Central Banks in the developed world are preparing to reverse some of the stimulus programs that they have put in place over the past six-years. The Paris based research body - OECD - insists ...

Submitted Mar 21, 2014|From marketpulse.com|1 comment

The Janet Yellen era at the United States Federal Reserve has officially begun. Her first Federal Open Market Committee was memorable. The actual FOMC statement was what the market has come to expect from central bank communication: Optimistic, but ...