tag:blogger.com,1999:blog-34323687.post6218291942753320746..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: The beginning of the end of the dollar rout....or the end of the beginning?Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-34323687.post-26502341151648130382008-04-14T17:27:00.000+01:002008-04-14T17:27:00.000+01:00The thought occurred to me that a falling dollar i...The thought occurred to me that a falling dollar is not a blanket positive for large US firms. Many like Alcoa are actually in the import business and will be harmed while others are in exports or in translating earnings from abroad and will be helped.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-58106493316170241342008-04-13T22:01:00.000+01:002008-04-13T22:01:00.000+01:00i wonder how much of the lower volumes that we are...i wonder how much of the lower volumes that we are seeing in the equity markets is due to declining participation by quant funds. does anyone have any information regarding that?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-89224227542924404892008-04-13T12:02:00.000+01:002008-04-13T12:02:00.000+01:00Oh wait ... I think was a bit too quick there. Was...Oh wait ... I think was a bit too quick there. Was it not an IFO (i.e. industrial confidence) survey that cracked the 1.50 barrier for the EUR/USD?CVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83973060722383701062008-04-13T11:44:00.000+01:002008-04-13T11:44:00.000+01:00@ FX ... You have definitely come to the right pla...@ FX ... <BR/><BR/>You have definitely come to the right place. <BR/><BR/>On the G7 ... I think that this once again shows that talk is cheap in this context. We will see of course come tomorrow what happens but I don't think that it is safe to short the EUR/USD yet (although I don't want to long either :)). Trichet made this pretty clear last Thursday I think. Poor Italy and Spain is what I say ... at this point they should be pretty weary of the fact that Germany continues to run along. As for next week in a more concrete sense I guess the USD will have a resurgence on the back of the G7 but I have my eyes fixed on the ZEW sentiment index for Germany thus gauging whether Q2 potentially may be where Germany re-couples back to reality and the ongoing correction in Eastern Europe. Remember that it was one of these ZEW readings that participated in cracking the 1.50 barrier in the first place. <BR/><BR/>ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-12656051245429779932008-04-12T22:06:00.000+01:002008-04-12T22:06:00.000+01:00Mr. Macro Man I just found your site via Lonely tr...Mr. Macro Man I just found your site via Lonely trader blog and I'm very pleased. Finally I can read all about let's say fundamental stuff translated in readable language for laic. Thank you very much for your future work.<BR/><BR/>Sincerely, <BR/>your new subscriberFXhttps://www.blogger.com/profile/07680743908250462866noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22720616916518421612008-04-12T21:50:00.000+01:002008-04-12T21:50:00.000+01:00Yes, exactly which money is going to be used to in...Yes, exactly which money is going to be used to intervene? I think they have somewhat more pressing business in keeping the banks from collapsing. I am unable to conjure up a plausible means by which they could intervene without causing much more serious problems in the financial system. <BR/><BR/>--Charles of MercuryRising<BR/>www.phoenixwoman.wordpress.comAnonymousnoreply@blogger.com