Questions? I nail fundes this way always have when its applied to trading = market cycle exports up currency low inflation high end of cycle - all revese
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hmm .... so we need to watch CPI and reaction from The Bank.
Btw, how could we know if exports are good or bad ? and let say if there is deflation in europe and then ECB hike rates, would EUR be strong ?
{quote} hmm .... so we need to watch CPI and reaction from The Bank. Btw, how could we know if exports are good or bad ? and let say if there is deflation in europe and then ECB hike rates, would EUR be strong ?
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I will cover good questions, im tired and will be back to cover all................I will get some rest....
{quote} hmm .... so we need to watch CPI and reaction from The Bank. Btw, how could we know if exports are good or bad ? and let say if there is deflation in europe and then ECB hike rates, would EUR be strong ?
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In theory yes and deflation would lower......................................= trade Hike currencies against QE currencies
example GBP = lower Value =Deflation= Higher Consumer Prices on the Horizon = Hopefully offset by reduced imports increased exports = foreign reserves
Fundamentals: Lets be sure on this. My way of fundamentals is not anyway close to the professionals reading this and out there. But what I do know is this. We are living at a time of USD strength Any Long term Gains against USD are simply the end of Cycle Correlations recycling price. Profit taking 1 >What do I listen to = absolutely nothing apart from the following. Nothing has changed Dec 23, 2014 - Strong dollar Little US can or will do about it; Give Fed and Yellen benefit of ... US Treasury...
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Remember first quote in Red: This limited understanding of fundes has served me well as I understand the market cycle. When I needed to know Fundes with my limited capacity, a very brill trader made fundes simple for Den to use as tools and that is what I am sharing.
Japans exports dropped again in June, with shipments down for a ninth consecutive month, underscoring the continuing challenge of reviving the nations economy.
Key Points
Overseas shipments declined 7.4 percent in June from a year earlier, the Ministry of Finance said on Monday.
This was better than the median estimate of economists surveyed by Bloomberg, which pointed to an 11.3 percent drop.
Imports slid 18.8 percent, leaving a trade surplus of 692.8 billion yen ($6.5 billion).
Japan had a trade surplus of 1.81 trillion yen in the January-June period, the first surplus since the second half-year of 2010.
Big Picture
The weak exports data show that the nations economic recovery remains tepid and come before the Bank of Japan meets later this week to consider whether to further expand monetary stimulus. Japans growth is at risk as a slowdown in overseas demand and the yens surge this year make the nations products less attractive overseas and hurt the earnings of exporters.Fast Retailing Co., owner of the Uniqlo casual-wear chain, and Toyota Motor Corp. have warned about the impact of the stronger yen.
Japans exports dropped again in June, with shipments down for a ninth consecutive month, underscoring the continuing challenge of reviving the nations economy. Key Points Overseas shipments declined 7.4 percent in June from a year earlier, the Ministry of Finance said on Monday. This was better than the median estimate of economists surveyed by Bloomberg, which pointed to an 11.3 percent drop. Imports slid 18.8 percent, leaving a trade surplus of 692.8 billion yen ($6.5 billion). Japan had a trade surplus of 1.81 trillion yen in the January-June...
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For me as a trader thats all I need to know on Fundes - I would never argue with a Fundamental Annalist - they are the teachers I am the student.
Those that I know are extremely intelligent and so knowledgeable ! I have no case to make to any of there claims - I take them at face value respectfully everytime.. they rock
How to predict markets, Catch the moves at value
