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Analitik İncelemeler

30.06.2015 07:10
Default Day or the Foundation Determines Everything
The Greek tragicomedy is approaching an end risking to pull the key card out of the house of cards called "euro". Today, the destiny of the currency union (and not only of it!) is directly dependent on the decision of European politicians regarding this region. Last week did not produce anything pos...
23.06.2015 07:03
Who is going to pay for Greece?
The painful points of the previous week made a smooth transfer of problems to this week. Greece is approaching the final straight. The general meaning of the FOMC statement is the following: the Federal Reserve does not know the dates of rate increase. The dollar's first response to the FOMC meeting...
16.06.2015 06:42
Dollar Passions: Storm has been Postponed until Fall
Last week was worked off under the sign of quite strong economic data from the USA, but diversified and not very active response speaks only about one thing - the market has grown tired of expectation and has little trust in dollar. Simply positive numbers are few, investors need clear signals on th...
09.06.2015 06:33
Summer Optimism or NFP is of no Authority to FRS
All last week movements were tied up to US dollar. Euro rally in the first half of the week ensured active growth of profitability of European bonds, although the unresolved Greek issue was the real cause of those mass sales. Hardly enough that someone expected for this issue to be really resolved i...
02.06.2015 07:20
Europe: Conspiracy Theory in Action
There are only two results of spring trades for Europe: euro-QE has produced expected results, and the Greek crisis continues its stable drift to the point of no return. CPI of key countries has already kicked back from deflation levels. Despite the shift of expectations for FRS rate increase, US do...
26.05.2015 06:47
Europe as a Theater of War Operations
Finally, the past week satisfied dollar followers and turned out to be the best for its index (since September 2011). Those are FRS confident position in the assessment of the US economy in the 2nd quarter, the highest (since January 2013) growth of core inflation by 0.3% m/m, and a more clear Yelle...
19.05.2015 07:29
Europe in a New Search of Positive
Draghi's speech along with quite honest comments on the present situation, traditional Greek problems, and negative American statistics can be considered as the main tone of the last week. The main keynote of the ECB President's speech was inflation as the "remedy" for all economic maladies. The so ...
12.05.2015 07:19
English Breakfast - Victory or Uncertainty?
As it was expected, British pound was the celebrity of the previous week, although the results turned out to be better than expected. Doubts were based on the Conservative’s active criticism of the reserved policy, noninterference in a number of problems, and weak economic data. However, in the long...
05.05.2015 06:47
Spring Trends - Fresh, Traditional, and Dangerous
It was not the weak US report or weak-willed Japanese policy that were the main drivers of the week, it was not even bleak FOMC comments, but rather a panic on the German bonds market. Pairs with EUR showed the biggest growth, but it was not because of a large volume of bearish positions, it was due...
28.04.2015 07:37
Rate Passions - Carry Trade Joins the Game
Active sell-offs of the American dollar have been going for the second week - those are the results of impressions caused by weak macro economic data. The statistics on orders regarding long-term use commodities was the last straw - the whole 4% growth was caused by defense contracts without which t...