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Analitik İncelemeler

06.08.2018 11:20
All quiet on the western front: war of nerves continues
China with a problem of the growing yuan is in the center of attention, Trump with new duties, Italy with the new budget. The parties accumulate forces for the new attacks. Let`s remember the main events before the main military review: The meeting of FRS was unremarkable, there were no ...
30.07.2018 11:44
The market should dip into a pocket: the president wishes to cash the check
Trade wars will take second place – the markets will be focused on other events. We wait for a parade of the Central Banks and the next claims of Trump to the government. Trump realizes himself by any methods though periodically loses the argument. The idea of duties became for Donald the...
23.07.2018 11:00
Otto von Bismarck's lessons for the markets and presidents
«It isn't difficult to ensure the peace at all, for this purpose it is necessary to hang editors of all newspapers». Trump's tweet comments couldn't compensate troubles because of a meeting with Putin in Helsinki. And though Trump considers that media had to call his behavior with Putin di...
16.07.2018 11:36
European preference of Trump: make a large book
Japan is ready to agree, and China prepares backstroke. The aggressive criticism of the EU policy on NATO and demands to immediately increase a defense expenditure to 2% (and even better to 4%) of the GDP has only closed ranks of world resistance against Trump. Advertizing threats towards...
09.07.2018 12:05
Is it quiet from your side? Then we go to you! Conflict geography as a market factor
Trump goes to Europe, and the delegation of Beijing comes back from there. We wait for results of political travel in dynamics of the price. Trump's claims to stop the supply of the Iranian raw materials till November 4 stimulate world management to look for options: Iran has suggested to...
02.07.2018 11:46
Messages from the front: European migration and active export of problems
Trump is at war with motorcycles, and China increases sale of oil for yuan. Truces aren't relevant yet. In response to the ultimatum which is put forward to Merkel by partners in ruling coalition and as a result of active work in the night from Thursday to Friday at the EU summit the Germ...
25.06.2018 14:44
Si vis pacem, para bellum. But there won`t be the winners
Europe panics, and the OPEC increases volumes. Main objectives don't change yet, but it is worth stocking up with popcorn. Last week has pleased with the arrangement between Merkel and Macron on the creation of the general budget of the EU and change of the agreement on immigration. Earli...
18.06.2018 11:34
Diplomacy in chukhche style
Draghi has again proved the talent of the manipulator; the next step in trade war of the USA-China is taken; Korean "miracle" has come true, but it still not clearregarding profits. Analysts still argue in what genre − "fiction" or "fantasy" − it is possible to carry the central event of ...
11.06.2018 12:01
Trump Factor: the market is changing anger to the dollar
Kim Jong-un arrived for an audience with Trump. The hot week which opens sharp sale of risk will be in the markets. Increase in a rate of FRS at a meeting on 13 June is considered by the market and surprises are hardly possible: with a probability of 85-90% the rate will be raised on 0,25...
04.06.2018 11:21
God created war so that Americans would learn geography» (Mark Twain)
The situation in China is stable, Japan is nervous, Europe threatens. The market remains active and open for speculation. Next «Beige book» and May NFP have again shown that the economy of the USA is rather strong to endure an increase in rates though falling of unemployment rates increa...