Analysis Topic: Currency Market Analysis
The analysis published under this topic are as follows.
Sunday, October 02, 2011
U.S. Dollar’s Role as International Reserve Currency / Currencies / US Dollar
By: Asha_Bangalore
It is not a surprise the dollar continues to be the preferred official foreign exchange reserve currency but the share shows a gradual decline in the past ten years. The IMF’s Currency Composition of Official Foreign Exchange Reserves for the first and second quarter of 2011 places the greenback’s share at 60.6% of official foreign exchange reserves, down from a high of 71.5% in 2001.
Read full article... Read full article...
Friday, September 30, 2011
What the Euro Will Look Like in Five Years / Currencies / Euro
By: Money_Morning
Sean Hyman writes: Believe it or not, there was a time when investors saw the euro as the savior currency of the world.
People talked about how the euro would replace the dollar as the world's reserve currency - and there was plenty of proof to support that opinion.
Read full article... Read full article...
Saturday, September 24, 2011
How to Prepare for When Money Dies / Currencies / Fiat Currency
By: The_Gold_Report
If dollar-dumping turns from a trickle into a flood, look out. Exploding prices (aka exorbitant inflation) resulting from the devaluation of the dollar will compound the problems we saw in 2007–2009. Catastrophe will come when everybody realizes that the dollar is an "IOU nothing." That's the downside in the decade(s) ahead, according to Casey Research Chairman Doug Casey. But an optimist at heart, in this exclusive interview with The Gold Report, Doug also identifies some reasons to be hopeful.
Friday, September 23, 2011
Two Protective Currency Plays to Make Ahead of the Looming Recession / Currencies / Forex Trading
By: Money_Morning
Sean Hyman writes:
There's a hurricane headed for the U.S. economy, one that'll send stocks tumbling and rip gains out of your portfolios - especially if you aren't ready with some protective currency plays.
The "hurricane" I speak of is the looming recession.
Read full article... Read full article...
Thursday, September 22, 2011
Fed's Twist, ECB's Turn, Euro Shouts / Currencies / Euro
By: Ashraf_Laidi
The FOMC has done what was expected via Operation Twist; buying the same amount of Treasuries ($400 bln) as much it will sell, thereby maintaining the size of its balance sheet at $2.87 trillion. This explains today's jump in USD. And the fact that the Fed stayed away from cutting interest rate on overnight reserves is another positive for USD & negative for equity indices.
Wednesday, September 21, 2011
Liquidity Crisis? A Currency Perspective / Currencies / Credit Crisis 2011
By: Axel_Merk
In 2008, the global financial system faced a potential meltdown when funding seized up for investment banks, ultimately leading to the failure of Lehmann Brothers. Three years on, we have got plenty of problems, but – as we shall argue - investors may want to differentiate between a financial meltdown and insolvency. While complaining about policy makers and bankers may generate animated water cooler discussions, let’s take their human (and fallible) nature as a given, and discuss implications for investors. In this context, we assess the U.S. dollar, currencies and equities.
Tuesday, September 20, 2011
Is the US Monetary System on the Verge of Collapse? / Currencies / US Dollar
By: David_Galland
David Galland, Casey Research writes: 
Tune into CNBC or click onto any of the dozens of mainstream financial news sites, and you’ll find an endless array of opinions on the latest wiggle in equity, bond and commodities markets. As often as not, you'll find those opinions nestled side by side with authoritative analysis on the outlook for the economy, complete with the author’s carefully studied judgment on the best way forward.
Tuesday, September 20, 2011
Potential Euro Collapse and Rapid Redistribution Of Personal Wealth / Currencies / Euro
By: Dan_Amerman
There is a significant chance that the Euro itself will collapse in the coming weeks or months. Although the highly likely Greek government default may act as the trigger, the collapse of the European Monetary Union (EMU) and its currency is a quite different event from a single minor member defaulting on its debts. As discussed herein, the potential rapid annihilation of what used to be a global reserve currency could lead to one of the fastest and sharpest redistributions of wealth in financial history. If catastrophe takes down Europe's economy and banking system, then we may see repeated tidal waves of business collapse and spiking unemployment spreading out from the EU, and slamming into the already weak but tightly interlinked economies of the US, Japan, Canada, Australia and others.
Friday, September 16, 2011
Eurozone Breakup Logistics / Currencies / Euro-Zone
By: Mike_Shedlock
In his latest Email update, Michael Pettis at China Financial Markets discusses the in more detail the likelihood of a Eurozone breakup.
Until the label "End Pettis", what follows is from Pettis and anything in blockquotes (indented) is a reference that Pettis quotes.
Friday, September 16, 2011
The Best Currency to Sell Short Right Now / Currencies / Forex Trading
By: Money_Morning
Sean Hyman writes:
There's never been a better time to be a short-seller.
Right now stocks are slipping and sliding all over the place, overall trending downward. And it doesn't look like this downtrend is going anywhere soon.
Read full article... Read full article...
Thursday, September 15, 2011
U.S. Dollar As the World's Reserve Currency. Poor World / Currencies / US Dollar
By: Gary_North
The world's main reserve currency is the U.S. dollar. This is less relevant than most hard-money writers think.
What they never mention is that the U.S. dollar is a more popular reserve currency today than it was in 1995. You can see the evidence here.
Read full article... Read full article...
Thursday, September 15, 2011
A Chinese Euro-Save Means Falling Greenback / Currencies / US Dollar
By: Dr_Jeff_Lewis
As we predicted earlier this year, China may use its newfound economic clout to save Europe and diversify away from the US dollar. Seeing as Italy is still in favor with global investors with spreads between Italian and German bonds reasonable, the Italians could strike a formidable deal with the Chinese to push off debt concerns.
Read full article... Read full article...
Saturday, September 10, 2011
Sell Euro to Buy Australian Dollar / Currencies / Forex Trading
By: Axel_Merk
Given that many know Merk Investments as "euro bulls", arguing that the euro can thrive despite all the turmoil in the Eurozone, we wanted to share with our investors and the public that in our hard currency strategy, currently with over $700 million in assets, we sold over U.S. $90 million worth of euros late Thursday to re-allocate to the Australian dollar. This re-allocation was an acceleration of a recent trend to deploy euro holdings elsewhere. The strategy is now underweight in euros.
Read full article... Read full article...
Friday, September 09, 2011
Is the U.S. Dollar King coming to take his Kingdom? / Currencies / US Dollar
By: Capital3X
September continues to rake it in even with all the news flows and volatility attached with it, we have been reasonably successful in keeping our portfolio immune to high volatility. That said, it has not impeded our ability to generate returns.
Wednesday, September 07, 2011
The Swiss National Bank Goes "Nuclear" / Currencies / Fiat Currency
By: Justice_Litle
The Swiss National Bank (SNB) rocked the forex market this week with a "nuclear" level currency intervention. The biggest net winner? Probably gold.
It was the press release that shook the forex market to the core.
Read full article... Read full article...
Wednesday, September 07, 2011
The Swiss Franc Ties Itself To The Collapsing Euro in Double Suicide / Currencies / Fiat Currency
By: Jeff_Berwick
These are grand times to be dollar vigilantes.
The whole premise of being a dollar vigilante is the acknowledgement that the entire global financial system is an artificial and oppressive system that is nearing the end of its road (and purchasing hard assets and internationalizing our assets to protect ourselves).
Read full article... Read full article...
Friday, September 02, 2011
If you Debase the U.S. Dollar, you Debase them all… / Currencies / Fiat Currency
By: Aftab_Singh
Praise the deposit. If only one thing in this world is to be guaranteed, let it be the holy financial instrument that is the commercial bank deposit. — Prayer 3:23, The Book of State-Banking
In recent years, the above prayer has been answered by the oh-so-benevolent monetary authorities of the West — we were ‘saved’ by the self-sacrificial debauchery of Western central banks. Alas, the commercial banker that owed what wasn’t his’n, wasn’t faced with the unappetizing prospect of buying it back or going to pris’n! Consequently, the question that repeatedly presents itself is: ‘Who got stiffed then?’
Read full article... Read full article...
Thursday, September 01, 2011
Threats to the U.S. Dollar, Illusion Of Stable Currency Vortex / Currencies / US Dollar
By: Jim_Willie_CB
The Jackson Hole Conference was a dud. To the astute student observer, something happened never seen before. The US central bank chief admitted failure, if only people could properly interpret and translate his words of helplessness and disappointment. A more apt description was that USFed Chairman Bernanke used the forum to announce on stage that the central bank failed and is powerless to react to the current lapse into recession. Many watchers no longer believe that a Quantitative Easing chapter #3 will be announced. Surely it will come sooner or later. Watch the USTreasury auctions for the best clue. The QE2 program was about prevention of auction failure, not economic stimulus. A quick review of monetary policy and its effect is horrifying for its utter complete failure.
Tuesday, August 30, 2011
Why the Euro is Not a Good Short / Currencies / Euro
By: Capital3X
No matter how bad the situation in EU zone is, the current price action is speaking a different language. Euro is not a good short at these levels. On the contrary, EUR/USD and EUR/GBP are building up a tremendous consolidation last seen probably in 2007. We know what happened then as it broke away to hit all time highs at 1.62. We are not saying it will do so now but the case to do so exists.
Wednesday, August 24, 2011
Money Printing, Debt, Dollar Vs Euro / Currencies / US Dollar
By: Axel_Merk
A key reason for recent market turmoil may be the long overdue untangling of important debt-driven interdependencies between the U.S. and Europe. In our analysis, not only has the Federal Reserve’s (Fed’s) ultra-low monetary policy taken away any incentive to engage in meaningful reform in the U.S., but the easy money also spilled far beyond U.S. shores, providing European banks with hundreds of billions of reasons not to shore up their capital bases. With volatility riding high, investors appear to be chasing emotions rather than facts; let’s take a step back, and in an effort to understand where the Fed, the U.S. dollar and the euro might be heading next, let’s focus on facts rather than emotion.