“All this makes the CHF a bit of a sitting duck”…
Category: europe
Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’
“We think the timing would be good for investors too to remember to what they owe their improvement in fortunes”…
The Germans Are ‘Euphoric’ And Christian Gives You A Good ‘Poking’
“This whole idea about a higher euro being bad for exporters has quite a few things you can poke at.”
Monday, Monday: The Day In Charts
“Can’t trust that day”…
‘Superfirms’ And ‘The Rise Of The Zombies’
“Allowing a bund shock and a credit tantrum to take hold would only pressure corporate interest costs again, and risk a rise of the zombies”…
Wait, What? The Crowd Sometimes Gets It Right?
“After all, something is straight up on a stick, speculative positioning is at extreme levels – of course I am going to be an idiot and try to short it.”
SocGen Asks: ‘Will Euro Strength Kill The Eurozone Profit Recovery?’
“Europe was the standout region last week, with losses across most countries with the exception of The UK, Norway and The Netherlands. MSCI Eurozone lost 2.0% during the week, nearly all accounted for by the strengthening euro. In US dollar terms the index was down just 0.2%.”
Pay Attention! DAX Under Pressure Again As Automakers Plunge, Euro Weighs
Well, the fallout from Friday’s blockbuster automaker collusion report continues for Daimler AG, Volkswagen, and BMW. You’ll
DAX VIX Soars As German Stocks Plunge Most This Year
…when you combine that batshit crazy scenario with the new report on automaker collusion and a surging euro, what do you get? Well, you get the worst day for German equities this year.
That ‘Throw Away Line’ Was Not, In Fact, A ‘Throw Away Line’
“That throw away line, that people came to expect and then ignore, was very likely to have been delivered with serious intent and forethought.”
ECB Keeps Everything Unchanged, Language Seems Dovish
Ok, well the euro may have come off a little in the past 24 hours
Stocks Touch Record Highs: Full Wednesday Visual Recap
“So much winning, you’re going to get tired of winning”…
European Shares Slump Most This Month As Euro Soars, Gold Hits Two-Week High
Investors are of course concerned that the stronger euro will weigh on earnings and those concerns aren’t helped by the possibility that Mario Draghi is set to telegraph an unwind of ECB stimulus.
ECB Tries To Wake Up ‘Exceedingly’ Sleepy Robots With Reuters Leak – Fails
“The important thing is not to pre-commit and keep it very gradual.”
Will You Please Listen While One Trader Explains Why He’s Bullish European Stocks (Again)?
“We have most likely shaken out the weak European stock bulls that were buying on the magazine cover news, and are now hopefully ready to resume the steady march higher. Stamp a ticket – I’m back on board the Eurostoxx bandwagon.”
O, Canada! China?! Yellen Yellin’: Full Week Ahead Preview
Ok, well this should be an interesting week. We’ll get the BoC, which will make
Yen, Pound Nosedive, BoJ Reminds You Who’s In Charge Here
Right, so first thing Thursday morning we noted that 10Y JGB yields had risen to
Ok, So How Much Worse Can This Bund Selloff Get?
“That depends on tactical factors, positioning and valuations”…
‘Chain Reaction’ Strikes: Stocks Dive As Sudden Bund Selloff Triggers Bond Bloodbath
“The magnitude of the sell-off is excessive”…
Geopolitics! Won At 4-Month Low, Lira Sinks, Trump Says ‘Very Severe’ Shit Is Goin’ Down
Well, the won is at four-month low against the dollar on Thursday because, well, because
Crude Crashes Abruptly, North Korea Vows More ‘Good-Looking Boys’ For ‘American Bastards’
We just hit technical levels that were a bridge too far at this stage. That’s
“A Major, Serious” Situation In Japan, PMIs Galore, And A Deadline For Qatar
Ok, so Shinzo Abe’s LDP suffered a stunning loss in Tokyo assembly elections over the weekend,
One Trader Doesn’t Like Your “Hyperbole,” But He’ll Let It Slide As Long As You Don’t Mistake A Passing Pigeon For “Paree”
“It’s been a week filled with hyperbole. Trial balloons dressed up as pre-commitments. A little volatility described in cataclysmic terms and compared to jarring historical market upsets.”
And God Said “Let There Be Data: And There Was Data.”
It’s Friday and God said, “let there be data: and there was data.” Let’s start
Humpty Dumpty And The Euro…
“All the king’s soldiers”…
Euro, Euro, Euro
It will take more than anonymous ECB sources to cool the desire to bet on
Options Market Turns Most Bullish On Euro Since November
If the ECB and Vitor Constancio thought they were going to be able to put
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