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- Kuba commented Aug 6, 2013
Read his last speeches and compare to this one.
Fed's Evans: Taper 'quite likely' this year
- Kuba commented Aug 6, 2013
This wasnt as dovish as we may expected(he is biggest dove). Probablly tapering in september/october.
Fed's Evans: Taper 'quite likely' this year
- Kuba commented Jul 21, 2013
Why you say strong yen? It is obvious after Abe win yen will weaken
Japan election: Abe set to win key upper house vote
- Kuba commented Jul 11, 2013
You dont get the point, especally when you refer to inemployment claims (which is not as important as many thinks). Probablly you dont know how to analys fundamentallyy. Yes, I agree partialy with you. But still yesterday it was coincidence that ...
Bernanke: Clarifying QE timeline may have averted confusion
- Kuba commented Jul 11, 2013
It is simpel, you mix both technical and fundamental. For some it is just a luck that yesterday statement was so dovish, if not we would already see below 1.2750. However mixing fundamental dovish statement, technical levels and some other less ...
Bernanke: Clarifying QE timeline may have averted confusion
- Kuba commented Jul 10, 2013
The problem is that he completely reversed what was said last weeks. They are afraid of high yields, they were testing the market. Everything was ok and suddenly changed for worse? No, he wanted market to forget about what he said few weeks ago or ...
Bernanke – what was so dovish about his Q&A?
- Kuba commented Jul 10, 2013
They are afraid of higher yields
Bernanke: Clarifying QE timeline may have averted confusion
- Kuba commented Jul 10, 2013
Probably not, the outlook is very positive
First Reaction: 'June FOMC Minutes Somewhat Dovish But...' - Barclays
- Kuba commented Jul 3, 2013
Now we have shock after ISM, wait till the end of the week. Broken 1.3000 is most important at the moment.
U.S. International Trade in Goods and Services, May 2013
- Kuba commented Jul 3, 2013
Employment is more important, trade balance is always "minus"(due to import of energy resources) and actually says nothing about american economy. The export stayed almost steady. There is one very important principle: USA cares mostly about ...
U.S. International Trade in Goods and Services, May 2013
- Kuba commented Jul 1, 2013
Good data will decrease bond yields due to lower risk aversion
Spain: Solid rise in exports leads to growth of new orders
- Kuba commented Jun 21, 2013
So more probablly we can expect usd strentgh
Greek party quits coalition over state TV debacle
- Kuba commented Jun 21, 2013
Greek 10y are rising sharply, it might be a problem if nothing will be done till the end of July. By the way, now everyone should focus on China. The data are getting worse and they might be worse then presented oficially. This would stop recovery ...
Greek party quits coalition over state TV debacle
- Kuba commented Jun 20, 2013
Yesterday you had a great bomb, surprise, unemployment claims is just a weekly data. We should have constantly bad data from US if you want weak USD
US Unemployment Insurance Weekly Claims Report
- Kuba commented Jun 11, 2013
1. Yes, it is going up slowly. However it is not so big issue as in USA, where qe depends on it. 2. Yes it has improved, check PMI, this was one of trigger for upside move. (however still 50.0, but it doesnt matter at that moment). 3. Forecast was ...
German Court: Success of ECB Policy Not A Measure Of Its Legality