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Day's Trades SaaR KaL 06:41 GMT 08/01/2014 - My Profile Next 3 Trade days Expected High and Lows
GVI Forex Blog 05:07 GMT 08/01/2014
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(CN) CHINA JULY FINAL HSBC MANUFACTURING PMI: 51.7 V 52.0E (18-month high) - (CN) CHINA JULY MANUFACTURING PMI: 51.7 V 51.4E (5th consecutive rise; highest since Apr 2012) - (AU) AUSTRALIA Q2 PPI Q/Q
GVI Forex Blog 04:01 GMT 08/01/2014
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The exact reason for the mini crash in the US market last night is largely unknown. From the
AceTrader Aug 1: Intra-Day Market Moving News & Views & data to be released today Hong Kong AceTrader 02:33 GMT 08/01/2014 Intra-Day Market Moving New and Views 01 Aug 2014 02:22GMT China July's final HSBC Mfg PMI came in at 51.7 vs previous preliminary reading of 52.0. Reuters reported China's vast factory sector posted its strongest growth in 18 months in Jul as new orders surged to multi-month highs, a private survey showed on Friday, adding to signs the economy is regaining momentum after a flurry of govt. stimulus measures. The HSBC/Markit China manufacturing PMI climbed to 51.7 last month, up from June's 50.7 but slightly below a preliminary reading of 52. Still, July's reading is the best outcome since January 2013. Output and total new orders both rose at the strongest rates since March 2013, while new export work increased at the 2nd-fastest pace in more than 3-1/2 years. Friday will see the release of China’s NBS manufacturing PMI, Australia’s PPI, Japan’s manufacturing PMI, China HSBC manufacturing PMI final, U.S. unemployment rate, Markit/CIPS manufacturing PMI, unemployment rate, PCE price index, private payrolls and non-farm payrolls, University of Michigan consumer confidence and ISM manufacturing PMI.
China GVI Forex Jay Meisler 01:16 GMT 08/01/2014 - My Profile MNI: CFLP CHINA JULY PMI 51.7 VS MNI MEDIAN 51.4; JUNE 51.0
Is it safe? dc CB 00:52 GMT 08/01/2014 The stock market ended July with the sharpest decline in the Standard & Poor’s 500-stock index since April, while the Dow Jones industrial index fell more than 300 points, enough to eliminate all of its gains for the year. The reasons for the losses on Thursday were not entirely clear. “I think it’s healthy and normal at this stage of the monetary cycle,” said Liz Ann Sonders, chief investment strategist at Charles Schwab. “After the run-up in the market we’ve had until now, I’d expect that we’d have a real correction. Whether this is the beginning of one, I don’t know, but I think it would be very healthy to have one. And a decline like this one? It’s O.K. to have it.” Sometimes market declines are simply irrational, even if they’re not unexpected, said Richard Bernstein, formerly the chief investment strategist at Merrill Lynch and now the proprietor of his own firm and a fund manager for Eaton Vance. “People have heard a lot about the possibility that we’re on the precipice of a correction, and they’ve gotten a little jittery,” he said. “That happens sometimes when there’s a confluence of geopolitical and economic factors, and people are on edge. But I’ve been bullish and I remain so. We’ll just have to find out in the weeks ahead who’s right and who’s wrong.
Forex News GVI Forex Blog 00:19 GMT 08/01/2014 - My Profile * Dollar index hovers near 10-month peak after rally * Nonfarm payrolls data next major focus * China PMI to take centre stage in Asia
Global Markets News GVI Forex Blog 22:56 GMT 07/31/2014 - My Profile US and European equities fell sharply overnight. The Eurostoxx 50 closed down 1.7%, while the S&P500 is currently down 1.6%, the latter posting its largest one-day fall since April. There was no single and obvious catalyst; geopolitical factors, fear of Fed tightening, Portuguese banking sector concerns, Argentina's default, and profit-taking all probably in the mix.
Calendar -- Daily Forex Data News GVI Forex john 21:52 GMT 07/31/2014 - My Profile  July 31, 2014 (global-view.com) UPCOMING DATA HIGHLIGHTS for Friday, August 1. Updated: Trading News Events Calendar HIGH IMPACT NEWS RELEASES: JP, CN, EZ, GB, US, CA- PMIs, US- NFP, Personal Income.
Morning sd sf 21:38 GMT 07/31/2014 EurCad + GbpCad + $Cad ntg but offers this morning - makes sense as into the upper end of this weeks range. GBP offers at 88 89 90 atm eur bids @80/81/82 some stops @1.3413 bit mixed tbh - all depends on the NFP - as to whether Yellen wins or the market wins.
EUR Heat Map Mtl JP 21:25 GMT 07/31/2014 - My Profile  suggest to forget the euro focus for a bit it is the dollar that appears bid against Gold against crude against gbp against the euro Bottom Line: usdx up to 81.50
Only 3 Days Left Mtl JP 21:14 GMT 07/31/2014 - My Profile Jul 31, 2014 KIEV (Reuters) - Ukraine's parliament rejected Prime Minister Arseny Yatseniuk's resignation on Thursday and finally passed legislation he said was needed to finance an army offensive against a separatist rebellion in the east and avert a national default on its debts. ../. - impressive. 1) "they" reject his resignation and the fool sticks around 2) financing an army = averting a national debt default. doubly impressive 3) now the so-called rebels know where the serpent's head is.
EUR Heat Map GVI Forex john 21:09 GMT 07/31/2014 - My Profile Forex market from EUR Perspective. EUR mixed after mixed German and EC data. Spot to 20-day average now mostly higher. 
Weekly Trading Planner -- Top Items GVI Forex john 20:41 GMT 07/31/2014 - My Profile FRIDAY CH Holiday JP Mfg PMI CN NBS PMI CN HSBC final PMI DE MFG PMI final EZ MFG PMI final GB MFG PMI US Employment US PCE defl y US Personal Income CA RBC-Markit PMI US MKT MFG PMI final US U Mich final US ISM MFG PMI
Chart Points -- Trading Points GVI Forex john 20:32 GMT 07/31/2014 - My Profile Global-View Chart Points updated daily. Seven currency bases and in printer-friendly format andover 50 currency pairs.
Risk On/Off Heat Map PAR 20:04 GMT 07/31/2014 Portugal ,Ukraine , Argentina ,Chicago PMI , Yellen and Ebola .
Risk On/Off Heat Map NY JM 19:41 GMT 07/31/2014 - My Profile Good lesson in fx from stocks if there is a surprise miss on downside in US jobs tomorrow. Just pointing out a risk, not a forecast
Risk On/Off Heat Map london red 19:38 GMT 07/31/2014 s&p not even done last months low yet. perspective. if carlsberg did sell offs? 1500-1600.
Chart Points - Free FX Database GVI Forex john 19:37 GMT 07/31/2014 - My Profile 
 UPDATED. Global-View Free FX Database. High-Low-Close data for over a dozen currency pairs for well over a decade of data in Excel spreadsheet format.
Risk On/Off Heat Map dc CB 19:01 GMT 07/31/2014 earlier on CNBC SURVIVING THE SELLOFF Which economic data really matters for your investments, with Patrick Kaser, Brandywine Global, and Brian Lazorishak, Chase Investment Counsel. LMASOFF
U.S. and German Data Mixed. Focus on U.S. Jobs Report on Friday GVI Forex Blog 18:51 GMT 07/31/2014 - My Profile HIGH IMPACT NEWS: JP, CN, EZ, GB, US, CA- PMIs, US- NFP, Personal Income On Friday, a slew of final PMI reports, month U.S. employment data and the final University of Michigan survey for July are featured. U.S. data on Thursday were mixed, but generally supported the notion of a policy tightening earlier rather than later. U.S. and German Data Mixed. Focus on U.S. Jobs Report on Friday
Risk On/Off Heat Map PAR 17:39 GMT 07/31/2014 Do they still know where their physical gold is or did they swap it for a Gold ETF bought on margin ?
Risk On/Off Heat Map dc CB 17:35 GMT 07/31/2014 PAR, right now they're very busy smacking Gold, trying to drive money back into Treasuries
Risk On/Off Heat Map PAR 16:33 GMT 07/31/2014 Compared to Ukraine the Argentine situation looks like paradise .
Risk On/Off Heat Map PAR 16:29 GMT 07/31/2014 Yellen on the Phone with PPT . Lets avoid margin calls , we must act .
Risk On/Off Heat Map Paris ib 16:00 GMT 07/31/2014 Lower stock prices are the only way that the U.S. can push yields lower. In essence the U.S. can not afford an economic recovery (and the higher bond yields - or financing costs - that go with it). Every time we have signs of a real economic recovery bond yields move higher. Higher interest rates put pressure on stocks and yields then fall. The USD is unlikely to benefit from such a scenario, that is: an unaffordable economic recovery. You can get some speculative USD accumulation but you are not going to get massive capital inflow, which is what you need for a sustainable USD rally.
Risk On/Off Heat Map GVI Forex john 15:55 GMT 07/31/2014 - My Profile Equities turning more ugly on increasing Fed tightening fears. Lower stock pices driving bond yields lower. Impact on USD is unclear.
Why Kiev? Paris ib 15:53 GMT 07/31/2014 "Washington’s strategy pursues a double goal: on one hand to put Ukraine in the hands of the US-dominated IMF and annex it to NATO, also under US control; on the other hand to use the Ukrainian crisis, which Washington contributed to create, to reinforce US influence over its European allies. To this end, Washington is coming to an agreement with Berlin on a partition of areas of influences."
Gaza and Israel Paris ib 15:49 GMT 07/31/2014 Does anyone else get the impression that Israel is going to get cut off? The media tide seems to be turning. I personally think the Israelis have been lured into a trap. (Just like when Saddam Hussein was more or less given the green light by the U.S. to invade Kuwait.) What it means for financial markets I'm not sure. Something.... but murky at this point.
STOCKS dc CB 15:46 GMT 07/31/2014 red, last week when SnP was 1980ish, I wrote that we'd see 2000 before 1950, because Yellen had a rocket in her pocket. Rocket got shot down by the Iron Dome of 4% GDP print...so no Windows to be Dressed today. Everything is showing Red today except for the VIX.
Lies and Statistics Paris ib 15:44 GMT 07/31/2014 Thanks. What was that about??? So I avoid next time. :-)
Risk On/Off Heat Map GVI Forex john 15:41 GMT 07/31/2014 - My Profile Equity markets remain in a mixed risk-off posture following a larger than expected increase in the U.S. Employment Cost Index. There is an increased focus on U.S. wage rates. They could be pivotal in the jobs figures on Friday. EURUSD is trading just below 1.3400. 
STOCKS london red 15:37 GMT 07/31/2014 CB, i suppose s&p can stretch to 1900/1916 if it really wants to. could do with a good pullback if youre honest. it appears people are taking profits across the board on recent fx gains. em has taken a good hiding all day really, but that was to be expected given the fed. aussie and kiwi holding up surprising well.
Lies and Statistics Paris ib 15:37 GMT 07/31/2014 I have no idea why this link is censored the censored bit is J A P (without gaps)
Lies and Statistics Paris ib 15:35 GMT 07/31/2014 Ok I give up here is the link you'll have to cut and paste: http://www.atimes.com/atimes/Japan/JAP-01-100714.html
Lies and Statistics Paris ib 15:29 GMT 07/31/2014 "Despite its peace constitution, Japan boasts one of the largest militaries in the world. It is the eighth largest military spender in the world - ahead of all other Asian countries except China - and it's planning to increase its spending substantially over the next five years." Better link.
Lies and Statistics Paris ib 15:25 GMT 07/31/2014 What I love is this obsession with individual statistics. As if they matter if those statistics don't make capital flows happen. Statistics only count if they move money. Right now IMVHO the only thing that matters is what is happening to current account imbalances (and as a direct correlation to international capital flows). The Japanese are repatriating capital... fact. And global geopolitical risks only mean THAT TREND (towards everyone taking their money home) is likely to continue. What's more Japan is trashing its constitution and looking to reARM. No more free money to the rest of the world. All those countries who traditionally ran large external current account deficits (that is were on the receiving end of large capital inflows) will have to rethink. USD/JPY bulls are having themselves on in the biggest way. Again IMVHO.
STOCKS dc CB 15:17 GMT 07/31/2014 dc CB 20:38 GMT July 30, 2014 This is what's scaring the market ---(Not another Pic of Gammy) HY Corp debt has been "financing" all the stock buybacks that have made earnings look so great.
loonie london red 15:03 GMT 07/31/2014 despite the fall intraday, loonie is still abv upper daily bolli indicating just how overbought the market was. if below 80 then 60 likely and i start to like it there, not far from the 200 day ma at 10839.
GVI Forex Blog 14:53 GMT 07/31/2014
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July 31, 2014 (global-view.com) UPCOMING DATA HIGHLIGHTS for Friday, August 1. Updated: Trading News Events Calendar HIGH IMPACT NEWS RELEASES: JP, CN, EZ, GB, US, CA- PMIs, US- NFP, Personal Income.
Calendar -- Daily Forex Data News GVI Forex john 14:51 GMT 07/31/2014 - My Profile July 31, 2014 (global-view.com) UPCOMING DATA HIGHLIGHTS for Friday, August 1. Updated: Trading News Events Calendar HIGH IMPACT NEWS RELEASES: JP, CN, EZ, GB, US, CA- PMIs, US- NFP, Personal Income.
NFP Livingston nh 14:33 GMT 07/31/2014 After Europe close we may get a better idea of the number traders who may be moving towards the exits ahead of the NFP - USD/JPY may be most sensitive to change in Fed hike expectations (103.25 b4 NFP) July is a low month for the Plug factor (maybe 45K) and there is a good chance that the participation rate may push up the number of unemployed as job seekers enter hence an uptick in the Unemployment rate // BUT 220K and 5.9%
US EIA Weekly Natural Gas Inventory Change (bcf) GVI Forex john 14:30 GMT 07/31/2014 - My Profile  +88 vs. +90 exp vs. +90 prev. EIA Press Release TTN: Live News Special Offer 
cable london red 13:58 GMT 07/31/2014 eurgbp keeps cable under pressure with 83 fib currently capping topside. if broken likely to see a move to 6910. eurgbp res at 7955/60. on the downside 100 day supports
July 2014 U.S. Chicago PMI london red 13:48 GMT 07/31/2014 underlying not as bad as headline. should be a one off according to text. would be nice to get involved at 10260 9055/60 yen swissy |
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