- Search Forex Factory
- AnniLi commented Nov 11, 2021
Impact on CHF is negligible in perspective. Because there is no inflation but a worry about deflation and weakening global recovery momentum.
US CPI Spikes to 31-Year High; Bond Yields, DXY Soars, GBP Sinks
- AnniLi commented Nov 8, 2021
Yes we had a global financial crisis (started 2008) then later a Pandemic (started 2019) but the article misses out the interim period during which economic expectations for the world dropped down by USD1.5 trillion per annum under "unorthodox" US ...
Era of Super-Low Interest Rates May Be Ending, Goldman Says
- AnniLi commented Nov 8, 2021
These two countries account for 40% of global GDP and a higher % of global wealth. The world will suffer very badly indeed if they really fall out but so will each of them. If three crises in a row are not going to lead to a fourth then logic should ...
US, China power struggle on display at climate summit
- AnniLi commented Nov 8, 2021
Evidence that global trade momentum will drive GDP higher around the world without inflation. Trade means competition and competition means downwards pressure on prices not upwards. Plenty of spare capacity will work against strategies which assume ...
China Posts Record Trade Surplus as Exports Surge - Bloomberg
- AnniLi commented Nov 5, 2021
Article is like observing the outcome of a hornet's nest being smashed and reporting lots of bees. Yes we get funny readings at times but not for the pleasure of journos seeking headlines.
Labor Productivity Declines the Most Since 1981 as Labor Costs Soar 8.3%
- AnniLi commented Nov 5, 2021
This is a yawn. After 3 solid crises within 13 years it is taking many quarters of patience to take orthodox actions towards a situation which might be referred to as normal. If you like to begin reading books at Chapter 42 then this article is for ...
The Fed Reveals Its Tapering Strategy
- AnniLi commented Nov 5, 2021
When evidence is fairly evenly balanced we often get this good cop/ bad cop sequence. We have already been through 13 years of crises management in which central banks have played starring roles in shoring up economies and financial systems while ...
BoE doves and hawks who voted to leave interests rates unchanged
- AnniLi commented Nov 5, 2021
JPY has lost ground against most other currencies as safe haven bet finally yields to gradual reduction in risk around the world. So expect more weakness.
Japan Yamagiwa: Will consider energy when putting together stimulus package
- AnniLi commented Nov 5, 2021
Still hanging on to long audnzd which has fallen from 1.06 to 1.04. Big picture remains weak evidence overall of global growth momentum. Pandemic threatens both sides. Fundamentals and common sense point to greater upside from this level as world ...
RBA Sees First Rate Rise in 2024 as Inflation Pickup Takes Time
- AnniLi commented Nov 2, 2021
Our approach has worked well and involves scoring 8 individual currencies which means 28 distinct currency pairs. By monitoring periods of success and failure we build confidence (or not) in the usefulness of the scoring system for picking trends ...
US Dollar stands tall as Fed heads toward taper
- AnniLi commented Oct 22, 2021
NZD has simply followed other commodity currencies on a view that global economic recovery will be sustained and related gains in commodity prices. Both AUD and NZD still hobbled by Pandemic issues. Not for long though.
Overbought NZD/USD hits resistance and stalls
- AnniLi commented Oct 22, 2021
This is good because you always hope that a police person will witness a wrong doing to you. But often when you are in the right, there is not a police person in sight. There is also something distasteful about paying off someone for doing the right ...
Whistle-Blower Wins $200 Million in Largest-Ever CFTC Award
- AnniLi commented Oct 21, 2021
I suppose 'pummelled' for a 4 to 5 per cent fall is a fair description in a low volatility world but in normal forex experience this is the market breathing out and breathing in. The range of this pair since 2011 is 75 to 130 - cop that! It is ...
Japanese yen near 4-year low
- AnniLi commented Oct 21, 2021
I could not see the complete story so no comment required.
What is the strongest currency in the world?
- AnniLi commented Oct 21, 2021
Its safe haven versus deflation. If your big picture is sustained global growth momentum do not touch bullish JPY positions because safe haven will disappear while deflation will not, at least not soon.
Yen Weakens As Energy Fallout Hits Currencies
- AnniLi commented Oct 21, 2021
Watching for evidence that global growth momentum will be sustained or even strengthened. Why? Many factors are threatening against growth though you can argue that the major ones are becoming less troublesome - the Pandemic, supply chain ...
Commodity currencies at multi-month highs, sterling firm on BoE rate hike bets
- AnniLi commented Oct 19, 2021
Despite trade wars International trade remains in a strong growth momentum phase which will cap any cost push pressures. 'Stagflation' goes back to an era when competition thru trade was stifled by developed economies trying not to lose jobs. Those ...
Return of cost-push inflation may lead to stagflation
- AnniLi commented Oct 19, 2021
Am hanging on to AUD/NZD long despite profit erosion. This is an interesting case study of trading versus investment approach. Global background should become more positive over time but Kiwi strength, China weakness and global doubts provide cross ...
AUD/USD forecast: bullish trend intact after hawkish RBA minutes
- AnniLi commented Oct 19, 2021
Neither country is ruled by the will of the people certainly less so and less transparently that in the USA. In some years we even suspect the USA has lost the plot which is essentially to have the country ruled through the election of people ...
China, Russia warships pass through Tsugaru Strait