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Category: Forex and Futures Commentary

A Sustainable NBT

While my hiatus from blogging seems to have happened yet again, this isn't entirely the case. I wanted to just send out a quick update in order to fill in any regulars in terms of
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Making a Killing While Making a Killing – BoNY Taking Heat for a Worn Out Practice

As if the practices on Wall Street haven't been criticized enough in the past few years, it is shameful that any added fuel gets tossed on this already roaring fire. Over the past couple of
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Credit Ratings By Country

A Guide To S&P's Credit Ratings by Country

Rhetoric related to credit ratings, and actual upgrades and downgrades have been responsible for some massive currency movements, particularly over the last few years as nation after nation gets sacked with troubles.  Mint.com provides us
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On Arrests, Unwinds and More Bailout Cash

As the rush of unwinds, short term sellers and event-chasers continued to step up to the plate last week, a continued, slight gap lower came in today with the help of yet another event, perhaps
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Japan and the US: Two Peas In A Pod?

While we go ahead and make the utterly scary similarities between the US and Japan, the playing field does indeed remain wide open given recent means of monetary policy….but it doesn't change the situation. Since
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ADP Opens A Can Of What The…

Hold your horses, cowboy. The ADP shock today blew a little magic dust on the currency markets and boosted USD into a solid 1.02% upclose. Going into the ADP number Euro was declining steadily after
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2010 Performance and Aggregate Data

Below you'll find a list of data used to summarize the overall latest picture of where we will end the year in terms of rates and current status of last month/Q3 data for all others.
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And Now For Goldman….

Links below point to Goldman's 2011 Global Economic Outlook piece published roughly a week prior to the Morgan Stanley docs posted yesterday. GS has been criticized lately on their seemingly overly bullish outlook for local
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Morgan Stanley Annual FX Review and Forecast

While the focus as usual tends to be on employment growth (which alone we question in the U.S. on a number of fronts, particularly in production and manufacturing) and increased spending/forecast GDP, a question lingering
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