with Oli | Strategies


Posts Tagged ‘Barclays’

First crash warnings, but market still complacent

Freitag, Juni 27th, 2008

Interesting sentiment picture today …
First …
Barclays issued a “financial storm” warning …
saying:
- that the US Federal Reserve has allowed the inflation genie out of the bottle and let its credibility fall “below zero”.
- There is an inflation shock underway. This is going to be very negative for financial assets. We are going into tortoise […]

Day 5

Freitag, November 16th, 2007

Situation:
U.S. Markets: sold off on revived fears that subprime and CDOs problem bigger than “thought” … analysts are soooo intelligent … bounced a bit in the last minutes related to today’s expiration.
Asian Markets: selling off as well … with Hongkong taking the hardest hit
Commodities: sideways Currencies : Yen strenghthens again
Events: US … Net Long-Term […]