Monthly archive May, 2013

Commodities look to May’s US Consumer Confidence report to inform the evolving relationship between economic news-flow and risk appetite trends. Talking Points Crude Oil and Copper Look to US Confidence Data to Guide Risk Appetite Trends Gold, Silver May Fall if Consumer Sentiment Read More →

The US Dollar is looking to May’s Consumer Confidence data to inform Fed monetary policy expectations, with a supportive outcome likely to boost prices. Talking Points US Dollar May Rise if Consumer Confidence Data Boosts Fed QE Reduction Bets Japanese Yen Sold in Read More →

Dollar Reversal Risk High if Fear Doesn’t Fill in for QE3 Debate Japanese Yen: Volatility in Japan Adds to Dangers for Yen Bears Euro Traders Should be Ready for Updates on Spain, France, Portugal, etc. Australian Dollar Oversold so Long as Fundamentals Don’t Read More →

Talking Points Commodity Prices Treading Water in Slow Start to Trading Week Liquidity Drop on UK, US Holidays May See Knee-Jerk Price Action Commodities are treading water as market holidays in the UK and the US make for a quiet start to the Read More →

The Japanese Yen outperformed amid carry trade liquidation as the Nikkei continued to lead Asian stock exchanges lower. Talking Points Japanese Yen Outperforms as Nikkei Continues to Lead Asian Stocks Lower FX Markets at Risk of Knee-Jerk Trade as Liquidity Drops on UK, Read More →