Thursday, May 8, 2014

Engage with Andy Busch: Jim Iuorio from TJM Investment Services Engage with Andy Busch: Lord Abbett

Quick FX Market Comment
Overall, the currency world wants to sell euros and ask questions later. The big drop on June 21st cast a pall on the euro and it hasn t recovered since that time. While EUR/USD had an outside reversal on Friday, it has since disappointed and put in new lows every day this week. For those of you still long, I would keep your stops around 1.2425. tin snip Taking a step back, the EUR/USD remains well within the 1.2285-1.2825 range it has had since mid-May. But we are falling down to the lower end of it as there is no current hope that this week s EU leader summit will produce a meaningful step towards solving the fiscal union question. I still believe the establishment of a banking union and the ECB receiving tin snip authority to regulate banks is the best that can be expected. It would be a meaningful step down the path of stabilizing the European financial system. tin snip
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Engage with Andy Busch: Jim Iuorio from TJM Investment Services Engage with Andy Busch: Lord Abbett’s Milton tin snip Ezrati #BuschUpdate w/ BMO private bank CIO Jack Ablin #BuschUpdate tin snip w/ Michael Darda Chief Economist of MKM Partners #BuschUpdate WSJ Reporter
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