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Thursday, February 19, 2015

The Noise Level is Obscuring Signals to the Global Markets

StockMarket.jpg Home Page News Page Did You Say Something? The capital markets are particularly difficult to navigate at the moment.  The news stream is noisy.  There are three confusing issues: the Fed, Greece and Australia.   The capital markets are particularly difficult to navigate at the moment.  The news stream is noisy.  There are three confusing issues: the Fed, Greece and Australia.  What should one think about the FOMC minutes?  The market clearly saw the minutes as dovish and reducing the chances of a June lift-off.  The debt market rallied, with the December 2015, Fed funds implied rate slipping below 50 bp, and the dollar came off.  However, we think that 1) the market is exaggerating the dovishness and 2) take on board events since last month's meeting.   See Also links url:  http://www.economywatch.com/features/Global-Market-Uncertainty-has-Reached-a-New-Level.02-15-15.html Title:  Global Market Uncertainty has Reached a New Level See Also type:  Reference Featured Report That You Might Like:  Allot Communications Ltd. read more


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