Resúmenes analíticos

16.06.2015 06:42
Dollar Passions: Storm has been Postponed until Fall
Last week was worked off under the sign of quite strong economic data from the USA, but diversified and not very active response speaks only about one thing - the market has grown tired of expectation and has little trust in dollar. Simply positive numbers are few, investors need clear signals on th... Leer más
09.06.2015 06:33
Summer Optimism or NFP is of no Authority to FRS
All last week movements were tied up to US dollar. Euro rally in the first half of the week ensured active growth of profitability of European bonds, although the unresolved Greek issue was the real cause of those mass sales. Hardly enough that someone expected for this issue to be really resolved i... Leer más
02.06.2015 07:20
Europe: Conspiracy Theory in Action
There are only two results of spring trades for Europe: euro-QE has produced expected results, and the Greek crisis continues its stable drift to the point of no return. CPI of key countries has already kicked back from deflation levels. Despite the shift of expectations for FRS rate increase, US do... Leer más
26.05.2015 06:47
Europe as a Theater of War Operations
Finally, the past week satisfied dollar followers and turned out to be the best for its index (since September 2011). Those are FRS confident position in the assessment of the US economy in the 2nd quarter, the highest (since January 2013) growth of core inflation by 0.3% m/m, and a more clear Yelle... Leer más
19.05.2015 07:29
Europe in a New Search of Positive
Draghi's speech along with quite honest comments on the present situation, traditional Greek problems, and negative American statistics can be considered as the main tone of the last week. The main keynote of the ECB President's speech was inflation as the "remedy" for all economic maladies. The so ... Leer más