Bryan Rich - Advising clients and trading in the currencies arena.

From the monthly archives:

August 2009

Morning Run … August 31, 2009

by Bryan Rich on August 31, 2009

in General

Key News
 
* India’s Growth Accelerates for First Time Since 2007   (Bloomberg)
* German First-Half Rail Cargo Traffic Declines Most on Record (Bloomberg)
* Japan DPJ Election Win Brings ‘Bloodless Revolution’   (Bloomberg)
* Canada to Sell Debt as Spreads Fall to Lowest in Year   (Bloomberg)
*China’s Stocks Slump Most Since June 2008, Cap Monthly Loss (Bloomberg)
 
The Event Agenda

The Morning Run-Down
 
Chinese [...]

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Morning Run … August 25, 2009

by Bryan Rich on August 25, 2009

in General

Key News
 
* Bernanke Is Nominated for Second Term as Fed Chief  (Bloomberg)
* Government Spending Lifted Germany Out of Recession (Bloomberg)
* Home Prices in 20 U.S. Cities Fall Less Than Forecast   (Bloomberg)
* Swine-Flu Report Details Number of Potential Cases  (WSJ)
 
The Event Agenda

The Morning Run-Down
 
The general consensus following the Kansas City Fed symposium in Jackson Hole was [...]

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Friday Recap … August 21, 2009

by Bryan Rich on August 21, 2009

in General

Key News
 
* Existing Home Sales in U.S. Jump to Two-Year High  (Bloomberg)
* Trichet Says Global Recovery Talk Makes Him ‘Uneasy’  (Bloomberg)
* China Said to Plan Rules Tightening Capital of Banks  (Bloomberg)
* Bernanke Says Global Economy Emerging From Recession  (Bloomberg)
 
The Event Agenda

The Afternoon Run-Down
The currency markets had plenty of news to digest today and, in the [...]

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Morning Run … August 17, 2009

by Bryan Rich on August 17, 2009

in General

Key News
 
* Pound Drops as Home Sellers Lower Asking Prices Most This Year
 (Bloomberg)
* Nikkei 225 Declines Most Since March on GDP, U.S. Confidence (Bloomberg)
* China Buys Treasuries, Proving Dollar Demise Overdone (Bloomberg)
* New York Factories Expand for First Times Since 2008 (Bloomberg)
 
The Event Agenda

The Morning Run-Down
Today the VIX (stock market implied volatility) has spiked 16% [...]

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Morning Run … August 11, 2009

by Bryan Rich on August 11, 2009

in General

Key News
 
* Ruble Falls in Longest Slump Since February on Record GDP Drop
 (Bloomberg)
* Brazil’s Real Drops to Lowest in August as China’s Loans Fall
 (Bloomberg)
* BOJ’s Shirakawa Says Japan Recovery Likely to Be Weak
 (Bloomberg)
* U.K. Trade Gap Unexpectedly Widens as Global Recession Persists
 (Bloomberg)
 
The Event Agenda
 

 
 

The Morning Run-Down
The dollar continues to move higher today, except [...]

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Key News
 
* Ruble Slumps on Devaluation Fears (WSJ)
* U.S. Economy:  Payroll Losses, Sllow, Unemployment Rate Declines
 (Bloomberg)
* Treasuries Fall Most in Week Since 2003 as U.S. Job Cuts Slow
 (Bloomberg)
* Baltic Dry Index Has Worst Week Since October as Demand Slows
 (Bloomberg)
 
The Event Agenda

The Afternoon Run-Down
The jobs data on Friday beat expectations.  And the recovery theme received a super charge.  [...]

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Morning Run… August 3, 2009

by Bryan Rich on August 3, 2009

in General

Key News
 
* Euro gains on positive manufacturing data (AFP)
* Greenspan Says US Growth of 2.5% Is Possible in Third Quarter (Bloomberg)
* Tight credit could limit eurozone growth: analysts (AFP)
* Russian manufacturing industry shrank at slowest pace since September
 (Bloomberg)
 
The Event Agenda

The Morning Run-Down
Better than expected manufacturing data in the Eurozone, China and the U.S. this morning [...]

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