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XE Market Analysis: North America - Nov 30, 2015

By: XE Market Analysis

The dollar posted gains, led by EUR-USD, which edged out a new seven-month low just under 1.0565. Cable also logged fresh seven-month lows, at 1.5001. USD-JPY rose some 0.25%, trading above 123.00 for the first time in a week. USD-CHF is also up, but remained shy of the five-year peak it saw on Friday, at 1.0328. Read more

XE Market Analysis: Europe - Nov 30, 2015

By: XE Market Analysis

The dollar and other G3 currencies are near net unchanged in early-week trade just ahead of the London open. EUR-USD has been plying a narrow range in the upper 1.05s, while USD-JPY has been doing likewise in the upper 122s. Mixed economic figures out of Asia led to mixed performances across currencies and Asia equity markets. Read more

US Equity And Economic Review: Moderate Growth and Declining Earnings, Edition

By: HaleStewart

The BEA issued its second GDP report last week, increasing the 3Q GDP estimate to 2.1%. Real gross domestic purchases – a measure of strictly domestic demand – increased 2.8% Y/Y. From the report: The increase in real GDP in the third quarter primarily reflected positive contributions from personal consumption expenditures (PCE), nonresidential fixed investment, state and local government spending, residential fixed investment, and exports that were partly offset by a negative contribution from private inventory investment. Read more

US Bond Market Week in Review: Diverging Oil Price Predictions and Rising Junk Yields, Edition

By: HaleStewart

One of the central debates occurring within the Fed regards the causation of current inflation weakness. Some, like Fed President Bullard and Chairman Yellen argue low oil prices are solely responsible for the weakness. Ohers like President Brainard and Chicago Fed President Evans see a more nuanced picture involving declining international trade negatively impacting a wide swath of commodity prices. Read more

International Economic Week in Review: A General Tenor of Malaise, Edition

By: HaleStewart

In A Hard Look at a Soft Global Economy, author Michael Spence outlines the primary issues facing the global economy. He begins by noting that since the end of the crisis, the world issued $57 trillion in debt to fuel growth. And potential deflation makes repayment of that figure more difficult. Read more

Weekly Indicators: the intensified deflationary pulse continues edition

By: New_Deal_democrat

Monthly data for November included a decline in both consumer confidence measures. October data included an increase in new home sales although not to a new peak, and a decline in existing home sales. Personal income and spending both rose. Durable goods orders rose. Read more

Corporate profits as a leading indicator for stock prices: Q3 profits update

By: New_Deal_democrat

This is an update as to a relationship I have written about a number of times already. See, e.g., http://community.xe.com/blog/xe-market-analysis/corporate-profits-leadin... The relationship is straightforward: if corporate profits are a long leading indicator for the economy, and stock prices are a short leading indicator, then logically corporate profits should lead stock prices at least in terms of direction, if not necessarily in terms of volatility. Read more

XE Market Analysis: North America - Nov 27, 2015

By: XE Market Analysis

The dollar rebounded from Asia-session losses, led by a sharp rally in USD-CHF, which broke up an otherwise subdued session. USD-CHF suddenly surged by some 0.7% and EUR-CHF by 0.5%. The former punched above its Jan-7 peak and into territory not seen since August 2010, logging a high at 1.0328, and the latter broke through range highs seen over the last month and clocked a six-month peak at 1.0926. Read more

XE Market Analysis: Europe - Nov 27, 2015

By: XE Market Analysis

The dollar is trading moderately softer following a subdued pre-Europe session in Asia. EUR-USD is showing a 0.2% gain, at 1.0630, having broken above yesterday's peak, and USD-JPY is showing a decline of similar magnitude, trading below 122.40, having broken below yesterday's low. Read more


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