Archive for the 'Gulf Players Update' Category


05
Dec

Monday Morning – Gulf Players Update Plus CRR Thoughts

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Market Sentiment Watch:  Big week in Europe. German and France seem to me making progress, the ECB is likely to cut interest rates on Thursday, and there is a European summit scheduled for Friday from which the market hopes to see more stability emerge. In the U.S., expect a lighter week on the economic data […]


02
Dec

More Jobs Friday

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Market Sentiment Watch: YoYo’ing higher. Merkel speech sets stage for a series of treaty changes that would allow for better coordination of moves by EU countries following upcoming December 9th summit. In the U.S., ecodata continue to come in better than expected from sentiment to construction spending to PMI to car sales. And now to […]


30
Aug

Tuesday Morning – Market To Take A Breather – Gulf Players Update and More

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Market Sentiment Watch:  Nice day yesterday but not a trend setter. Talk about double dip fear easing is no doubt premature. ISM is forecast to point to contraction on Thursday and payrolls on Friday are likely to inspire fear between now and week’s end. In energy land things remain mostly summer-quiet.  In today’s post please […]


24
Aug

Wednesday Morning – Gulf Players Update – Part 1

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Market Sentiment Watch: One good day does not a trend make. Still, I’ll take it. The markets decided enough was discounted into current prices to rally on more bad eco data yesterday and were resilient through the East Coast Quake of 2011 (wonder how long that one takes to get linked to E&Ps) as investors […]

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