Recent Commentaries tagged (europe)
A Message from Louis B. Mendelsohn -...
Survive Or Thrive - The Market Under Threat Again As long as I have been watching the market, one constant has remained - the market is always under some threat. Going back to the 1970s, the Arab oil embargo sent the market reeling, and before the decade was out, high interest rates, high inflati...
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Tags: middle-east | oil | iran | recession | europe | debt
Portugal in Deep Trouble
By Russ Winter Pobre Portugal, without the ability to rig and manipulate markets, see its bonds being trashed. The ten-year hits 17%, and the 5 year over 22% in Monday's action. Portugal yields are about where Greece was four months ago. The conventional wisdom...***This is a preview. Please clic...
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Tags: guest-post | russ-winter | europe
European Choices
By Cees Bruggemans, Chief Economist of First National Bank Last week, the Euro area Purchasing Managers Index (PMI) rose for the second month in a row, topping out above 50, surprising market analysts who had expected 48. It suggests no EU recession, or at least the possibility of already...***Th...
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Tags: guest-post | europe | prieur
Trading Plan for February 8, 2012
Economic Reports Due out (Times are EST): MBA Purchase Applications (7am), EIA Petroleum Status Report (10:30am) Premarket Update (Updated 9am eastern): US Futures are slightly higher heading into the open. Asian markets averaged about 1.25% in gains. European markets are up about 0.4% overall ...
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Tags: economic-report | futures | europe
Some Days, It Is Hard To Be Me
Orchestration and negotiation are my two words of the day today. Oh, and let me throw in cold as kind of a bonus word ... The Iran situation is heating up, and this is not good news for the market. All we need is another late winter, such as we had last year - the Japanese earthquake and tsunami,...
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Tags: trading-advice | europe | greece | iran | israel | oil | japan
Weekly Traders Homework: Bullish Optimism...
Last week started out with early consolidation as the bulls took a breather after the run we've had. By Wednesday, the bulls took charge once again, catching many longs under-invested and frustrating the shorts even more. The action has been so bullish that it has converted many capitulated short...
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Tags: stocks | boyd-gaming-byd | cambrex-cbm | ebix-ebix | economic-calendar | entropic-communications-entr | europe | futures | game-plan | greece | harry-winston-diamond-hwd | iridium-communications-irdm | job-reports | magic-software-enterprises-mgic | michael-kudrna | northern-oil-and-gas-nog | obama | oncothyreon-onty | president-obama | rick-santelli | ruth-s-hospitality-ruth | short-squeeze | shorts | sonic-automotive-sah | stillwater-mining-swc | stock-radar | trade-updates | unemployment | unemployment-rate | voyager-oil-amp-gas-vog | weekly-homework
Bullish on Europe, Looking at Austria,...
Investors are waking up to the reality that the European Union and the euro will survive, Mark Mobius, the executive chairman of Templeton Emerging Markets Group told CNBC on Friday. He added that he was looking to invest in the region, particularly in Eastern Europe. "Reforms are taking place no...
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Tags: europe | economy
It Is Nice To See Smiles All Around
It has been some time since my morning reading has portrayed such optimism. Aside from some upset Republicans spinning the labor report to match their political aspirations, the news has turned on a bright light among the economists that I read this morning, and the reason is that hiring came ac...
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Tags: trading-advice | europe | labor | unemployment | iran
Federal Reserve Report: No Need for QE3
I keep reading that some people want to have the Federal Reserve begin a new round of quantitative easing...QE3.I see nothing in the financial figures that calls for more quantitative easing. For one, there seems to be no pressure on interest rates. Looking over the last 13-week period the yield...
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Tags: monetary-policy | flight-to-quality | money-stock-growth | quantitative-easing | qe3 | europe | sovereign-debt-crisis | excess-reserves | interest-rates
Iran, Oil, War, and the U.S. Housing Market
Can you hear it? It is faint, but the beat is growing, and the sound coming our way could have a big impact on the market. Listen, the drumbeat for war is getting a bit louder, and if you have been listening to the republicans running for president, you most certainly have heard the beat. The U...
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Tags: trading-advice | u-s | europe | debt | euro | china | oil | iran
Stocks Too Expensive? Not In Europe
With the Standard & Poor's 500 Index off to its best January in 15 years, it's getting tougher to find cheap stocks in the United States. But it's not much of a problem in Europe. Sovereign default worries have made the region's shares the cheapest they've been to American investors since 2004. C...
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Tags: europe | euro
Hope Withers for February Market Breakout
Today is the first day of February, right? Yeh, I thought so, but I wasn't sure when the market opened this morning and all three major indices jumped up, reaching toward 52-week highs, and the NASDAQ stepped into territory it has not seen in 11 years. The reason I wasn't sure is the headline of ...
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Tags: trading-advice | u-s | europe | debt | euro | china | oil | iran
Germany's Role in Europe and the European...
By George Friedman of Stratfor Global Intelligence The German government proposed last week that a European commissioner be appointed to supplant the Greek government. While phrasing the German proposal this way might seem extreme, it is not unreasonable. Under the German proposal, this... ***Thi...
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Tags: guest-post | geopolitics | strafor | europe
EU Summit: UK and Czechs Refuse to Join...
Twenty-five of the EU's 27 member states have agreed to join a fiscal treaty to enforce budget discipline. The Czech Republic and the UK refused to sign up. UK Prime Minister David Cameron said his government would act if the treaty threatened UK interests. He still has "legal concerns" about the...
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Tags: europe
How Can I Miss You If You Won’t Go Away?
Please, just give me a second. I have to adjust to a not so new market reality. Does anyone remember the "Whipsaw Effect," a move the market perfected some time ago, but put on hold for a few months? This morning's move in the market reminds me of the oft-quoted line from one super-silly horro...
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Tags: trading-advice | europe | u-s | ecb | sovereign-debt | s-p | ratings-agencies
