Skip to content

Market Talk – April 22, 2016

A little overdue but today we heard from the Bank of Japan and possible proposals to take rates even further negative and the likelihood banks passing these levels on to end retail. The Nikkei obviously liked it rallying 1.2% on the day whilst the Yen weakened over 2%. Both the Shanghai and HSI had mixed […]

Draghi at War with Reason & Other Central Banks

Tensions are starting to rise between Germany and the ECB because Draghi will not admit his negative interest rates are causing an economic meltdown. “We continue to expect them (interest rates) to remain at present or lower levels for an extended period of time, and well past the horizon of our net asset purchases.” Draghi is absolutely […]

Market Talk – April 21, 2016

Hang Seng decided to join the Nikkei’s performance overnight with both indices returning a 2% gain for the day. Sadly, the Shanghai was unable to join the fun with that market eventually closing down -0.7%. Actually, that was a result as earlier in the day it had been down 4%. A large shortage of liquidity […]

Market Talk – April 20, 2016

Nikkei opened well and also saw a retracement of the JPY, but unfortunately, other Asian indices did not follow suit. Having seen a 0.5% gain in the first hour of trading, we spent the rest of the day drifting back to almost unchanged. Shanghai and Hang Seng, meanwhile, were hit from the opening and really […]

Surving the Coming Transition

QUESTION:  Dear Martin and co-workers, Firstly, I want to express my appreciation for the writings at the blog (it opened my eyes! and I am very much awake now) and I read a daily. I am a stay-at-home-mother, artist, and I had never before gained knowledge about economics , it’s corruptive nature, and leading role in […]

Market Talk – April 19, 2016

An encouraging session for Asia overnight but especially the Nikkei. Bouncing from yesterdays lows with an enticing 600 point (3.7%) rally. We did not see that response from either the Shanghai or Hang Seng but positive sessions for both is acceptable for any day. The JPY remains a focal point between dealers as all are looking for […]

2016 WEC: Institutional & General Public Sessions will be Separate

  The 2016 World Economic Conference will probably be held in Orlando. We are not planning to hold one in Europe at this time. We will not be holding an introduction, instead, we will provide a DVD of the introduction from the 2015 WEC in Berlin so we can discuss forecasting ONLY. This year, we […]

66% Of German People Against Merkel

According to a recent poll, 66% of Germans are now against Merkel. As it now stands, if the election were today, she would find perhaps the lowest number of votes of any world leader. It is now impacting everything as vacation spots are seen as possible targets, especially in Spain and France where there is […]

Refugees Take Over Paris Metro

Europe is being torn apart from the inside. In Paris, the metro station is turning into a slum and war zone. School gyms in Germany have been turned into dorms for migrants and many kids have lost sports as a result. This has turned everything just completely nuts. I have been told that many people […]

Market Talk April 18th, 2016

A disappointing result from the weekends Doha meeting, resulted in negative market reaction early Monday morning trading. With oil initially trading off 6.5% from Fridays close the Asian equity markets opened in a bit of a frenzy with many brokers looking for the bid. The Nikkei was the weakest of the bunch closing down over […]