Get Markets Right

Below you will find my weekly view on the very challenging financial markets.

Read more about all the interesting happenings in the financial markets in the 4 entries here below. I hope you find it interesting to read my private view about the consequences for the stock markets, currencies, China and what to expect from the central banks.

The 4 entries from today are:

Currency markets – Event risks are rising

Equities – It feels heavy……

China – So far the Ox turned out to be a bull.

Central bank rates – The next in line is ECB

Below you will find my weekly view on the very challenging financial markets.

Read more about all the interesting happenings in the financial markets in the 4 entries here below. I hope you find it interesting to read my private view about the consequences for the stock markets, currencies, China and what to expect from the central banks.

The 4 entries from today are:

Currency markets – A bagful of mixed sweets this week.

Equities – Which late night show are you watching ?

China – So far China mainland is upbeat.

Central bank rates – Another cut to save the world this week……

Central bank rates – Another cut to save the world this week ……….

US Federal Reserve Bank: Now Fed is at 0,25% and it’s difficult to go much lower. They claim to have other methods to help the market (or you could read force the market) to get moving. Though it is not very healthy – creating a new credit bubble.

Bank of England: They will drive it as low as possible – another 50 basis points to 1,00% will come this week. Lower than the 315 year low….. 

European Central Bank: Priced in the market is a 2 step move down to 1,50%. Right know it feels like the way. From Mr. Trichets comments it is important to note that ECB won’t cut in February and next time…

Below you will find my weekly view on the very challenging financial markets.

Read more about all the interesting happenings in the financial markets in the 4 entries here below. I hope you find it interesting to read my private view about the consequences for the stock markets, currencies, China and what to expect from the central banks.

The 4 entries from today are:

Currency markets – Capital flows are gaining in importance again……

Equities – Is the earning season also a hurricane season ?

China – the credit growth in December a true credit growth ?

Central bank rates – Still pointing lower……….

Central bank rates – Still pointing lower……….

US Federal Reserve Bank: Now Fed is at 0,50% and it’s difficult to go much lower. They claim to have other methods to help the market (or you could read force the market) to get moving. Though it is not very healthy – creating a new credit bubble.

Bank of England: They will drive it as low as possible – another 50 basis points to 1,50% last week. The 315 year low….. 

European Central Bank: As expected we got the 50 basis points rate cut from ECB. Priced in the market is a 2 step move down to 1,50%. Right know it feels like the way. From Mr. Trichets comments it is important to note that ECB…

Central bank rates – Cutting as much as possible, and then what?

US Federal Reserve Bank: Now Fed is at 0,50% and it’s difficult to go much lower. They claim to have other methods to help the market (or you could read force the market) to get moving. Though it is not very healthy – creating a new credit bubble.

Bank of England: They will drive it as low as possible – another 50 basis points to 1,50% last week. The 315 year low….. 

European Central Bank: Very quickly taken down to 2,50% so now Mr. Weber needs some time to digest. Further cuts are already priced in and also likely, but slowly towards 1,50% or 1,75% during the spring. The next step to…

Below you will find my weekly view on the very challenging financial markets.

Read more about all the interesting happenings in the financial markets in the 4 entries here below. I hope you find it interesting to read my private view about the consequences for the stock markets, currencies, China and what to expect from the central banks.

The 4 entries from today are:

Currency markets – Fundamentals will continue to work……
Equities – 2009 will be a limbo dance – how low can you go?………

China – many hope that the year of the Ox will be better.

Central bank rates – Cutting as much as possible, and then what?

Central bank rates – Cutting as much as possible, and then what?

US Federal Reserve Bank: Now Fed is at 0,50% and it’s difficult to go much lower. They claim to have other methods to help the market (or you could read force the market) to get moving. Though it is not very healthy – creating a new credit bubble.

Bank of England: They will drive it as low as possible – another 50 basis points to 1,50% this week. 

European Central Bank: Very quickly taken down to 2,50% so now Mr. Weber needs some time to digest. Further cuts are already priced in and also likely, but slowly towards 1,50% or 1,75% during the spring.

Bank of Japan: 0,10% – that was it.

…

Delayed entry from Wednesday 26th Nov.

Do you remember the good old days?

The time, when a US rescue package worth the giant amount of USD 160 billion, could turn all markets around. Some economists even said that it would save the US economy from recession. Today (or more precise, last weekend) it wouldn’t even be enough to save a leading US bank……….

It leads to the headline from the stock market comment last week. Good news are doable, but the price is high and getting higher – I think that became clear for everybody during last Sunday. During the weekend the amount that the US government has guaranteed exceeded USD 7800 billion (through Fed, direct capital injections, through other channels, etc), the…

Below you will find my weekly view on the very challenging financial markets. In my view it is still too early to enter anywhere with the strategic investments apart from oil – please read the Hot Topic below this entry. The China update every week is worth to read as China will overcome……

Read more about all the interesting happenings in the financial markets in the outlook here below. I hope you find it interesting to read my private view about the consequences for the stock markets, currencies, China and what to expect from the central banks.

Currency markets – Capital flows are still making the lead.

EUR/USD (1,2710): Last week I thought it was time to focus on fundamentals.…