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Editor’s Picks / 19 October 2015 at 22:22 GMTNikkei Asian ReviewSuspicion persists that Chinese officials manipulate data to generate a lofty growth rate divorced from reality. Even Premier Li Keqiang is said to have called the official data “manmade” years ago as a regional Party chief, citing railway cargo volume, electricity consumption and bank lending as better indicators. Those three indicators now make up the so-called Li Keqiang index, which the Japan Centre for Economic Research uses to compute its own estimate of China's growth. The centre sees real GDP growth at 5% for the quarter ended June, significantly short of Beijing's official 7%. The National Bureau of Statistics has been busy trying to dispel doubts about official data.Read article on Nikkei Asian Review
Saxo TV / 19 August 2015 at 8:36 GMT
The FTSE level all traders should be aware ofOwen ThomasTechnical analyst, Nicole Elliott has identified a FTSE level that could pre-empt a big sell-off.
Article / 06 October 2014 at 4:02 GMT
3 Numbers: German factory orders sluggish, Eurozone mood, US jobsIndustrial orders in Germany are likely to resume their recent slide after the July rebound. Sentix data will show that pessimism has spread to investors in the Eurozone. Meanwhile the mood is optimistic on the other side of the Atlantic, and the Conference Board index will point to resilience in the US labour market.Read the article
Trade view / 30 September 2014 at 23:05 GMTStrategic trade
Update: VIX now a strategic play; set higher stop loss at 20.After considering the macro scenario, I have reset the stop loss on the VIX at 20.Read the Trade View
Article / 02 September 2014 at 5:02 GMT
3 Numbers: Recession hovers over Europe, US manufacturing, US buildingThe Eurozone industrial price update will highlight the risk of deflation, and may prompt the ECB to roll out a program of quantitative easing at its monthly announcement this Thursday. Meanwhile analysts are upbeat about today's manufacturing and construction numbers from the US.Read the article
Article / 04 July 2014 at 10:48 GMT
From here to eternity in the age of low interest ratesA dangerous predilection towards economic modelling based on permanently low interest rates is beginning to dominate consensus thinking. For those of us who have vivid memories of former crises such as 1987 and 1992, this illusion will over time exacerbate systemic risk.Read the article
Article / 11 June 2014 at 13:42 GMT
Who’ll lift the World Cup on July 13?The World Cup in Brazil is so close now, you can almost smell it. With our own competition about to get underway too, have you got what it takes to rise to the top and grab the glory on July 13?Read the article
Squawk / 06 June 2014 at 9:09 GMTSP500 E-mini ($ES_F) stays bullish into mid-June, but maybe set for a corrective dip today
S&P 500 June bull theme intact, but threat of a correction
• We stated in our last report that “the early June risks remains to a next extension target at 1938.0” and with that target already hit on Thursday, we aim still higher into mid-June, into next week.
• For Friday, however, we do see risk of a consolidation given intraday and short-term bullish momentum fatigue, for a potential modest setback to minor supports at 1929.5 and maybe 1925/24, with better foundations seen at 1921.0 and 1916.0.
• Into mid-June, however, we now see risk to Fibo targets at 1970.0 and 1978.0, then little to 1996.0.
WHAT CHANGES THIS?
• Below 1921.0 eases bull risks; through 1916.0 signals a neutral tone, only shifting negative below 1913.75.
See full report with levels & latest screencast here: http://members.marketchartist.com/Daily/sp500.pdf
2 hour & Adjusted Daily Continuation SP500 E-mini Future Charts
Editor’s Picks / 05 June 2014 at 7:58 GMT
Sara Lee revamp in 2012 vindicated as value soarsReutersWhen the consumer conglomerate Sara Lee broke up in 2012 into meat-focused Hillshire brands and coffee-roaster D.E. Master Blenders 1753 after spurning takeover bids, worth a reported USD 12 billion, it left many scratching their heads. But, says Kevin Allison, fat premiums are on the cards as the value of the various segments reaches towards USD 19 billion.Read article on Reuters
Article / 07 May 2014 at 13:57 GMT
Equity analysis: Sell in May seems to be starting early this yearSmall caps started the sell-off with the big caps holding the market back from falling off the cliff, but now they too seem to be taking a bearish turn.Read the article