Macro | Global Strategy & Investment Trends http://www.dinl.net en-US http://www.dinl.net/images/Logo_DINL_RSS.gif http://www.dinl.net 144 31 Tue, 09 Mar 2010 14:11:11 +0100 http://www.dinl.net/transporter/cafeDINL.php?id=3107 It's over !!! I love this "morning wake up" - take a donut and coffee - enjoy the show !   Café DINL: Beans -Randolph Buss Wed, 15 Jul 2009 14:16:02 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3107 http://www.dinl.net/transporter/cafeDINL.php?id=3106 Our Motto Remains : “Those who survive the 21st Century shall be those individuals who can constantly re-think and  re-learn”  A. Toffler Keep it Simple & Keep You Informed Stimulate Your Thinking Save You Money Help You Avoid Pitfalls Getting Real About Your Wealth Café DINL: Espresso -Randolph Buss Wed, 08 Jul 2009 12:03:28 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3106 http://www.dinl.net/transporter/cafeDINL.php?id=3104 Café DINL: Beans -Morten Lykke Pedersen Thu, 11 Jun 2009 13:12:36 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3104 http://www.dinl.net/transporter/cafeDINL.php?id=3103 There was every indication that commodity prices would fall on Wednesday when US equities closed the trading session marginally into negative territory while the dollar strengthened a bit but specific news relating to crude oil and soy beans meant increases in these markets. The US crude oil inventories fell surprisingly by 4.4 million barrels. It had been expected that inventories would have been at more or less unchanged levels. In a report from the US Department of ... Café DINL: Espresso -Casper Andersen Thu, 11 Jun 2009 13:08:02 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3103 http://www.dinl.net/transporter/cafeDINL.php?id=3102 Short dollar positions have suffered in the past week, as the green-back staged a decent correction of the recent weeks' sell-off. Recently, however, the dollar has become increasingly correlated with the price of oil and short-term interest rates, and this could pose upside risks to EUR/USD. However, our short-term model continues to point to downside potential for the pair in the near term. We also look at how the recent concerns over the situation in the Baltics have changed ... Café DINL: Caffè Latte -Sverre Holbek Thu, 11 Jun 2009 13:05:13 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3102 http://www.dinl.net/transporter/cafeDINL.php?id=3101 Despite a weaker-than-expected development in May, the overall picture remains that exports have bottomed out. Imports roared ahead driven by strong domestic demand and commodity stock building. China: Just what the doctor ordered Café DINL: Caffè Latte -Flemming Nielsen Thu, 11 Jun 2009 13:03:44 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3101 http://www.dinl.net/transporter/cafeDINL.php?id=3100 Fixed asset investment data for May (released today) were much stronger than expected. Together with soaring home and car sales, they suggest that domestic demand in China is currently very strong. Next year there is likely to be a need to rebalance economic policy in China to prevent another asset bubble developing. China: Domestic demand roaring ahead Café DINL: Caffè Latte -Flemming Nielsen Thu, 11 Jun 2009 13:02:29 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3100 http://www.dinl.net/transporter/cafeDINL.php?id=3099 Weekly Credit Update Café DINL: Caffè Latte -Henrik Arnt Fri, 05 Jun 2009 05:55:23 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3099 http://www.dinl.net/transporter/cafeDINL.php?id=3098 Today we got details on the covered bond purchases and some negative staff projections - too negative we think. ECB meeting: Positive signals ignored Café DINL: Caffè Latte -Frank Hansen Fri, 05 Jun 2009 05:54:11 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3098 http://www.dinl.net/transporter/cafeDINL.php?id=3097 Key News Bill Gross: who is going to buy all this US debt? Citywire.co.uk ECB Keeps Benchmark Rate Unchanged, Is Unlikely to Signal Further Stimulus (Bloomberg)   Key Reports Due (WSJ): 8:30 a.m. Initial Jobless Claims For May 30 Week: Expected: -3K. Previous: -13K. 8:30 a.m. 1Q Productivity: Expected: +1.2%. Previous: +0.8%. 8:30 a.m. 1Q Labor Costs: Expected: +2.9%. Previous: +3.3%. 10:00 a.m. DJ-BTMU Business Barometer For May 23: Previous: -0.2%. 10:30 a.m. ... Café DINL: Cappuccino -John R. Crooks III Thu, 04 Jun 2009 17:05:28 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3097 http://www.dinl.net/transporter/cafeDINL.php?id=3096 Profit-taking in risky assets made headlines on Wednesday as several commodities fell sharply. This still indicates that the most recent increases were very much caused by investor flows. The crude oil inventories in the US increased unexpectedly by 2.8 mbpd. A decline of about 1 million barrels had been expected (Reuters). Market Drivers will not be published Friday due to Constitution Day Café DINL: Espresso -Casper Andersen Thu, 04 Jun 2009 09:57:09 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3096 http://www.dinl.net/transporter/cafeDINL.php?id=3095 Good morning, SEK under continued pressure due to renewed concerns about the situation in the Baltic countries. The negative sentiment affects NOK, which weakened by about 1.5% against EUR over the day yesterday. Today we will see interest-rate announcements from the ECB as well as BoE. We expect the rates to be kept unchanged in the UK as well as the euro zone. Today's other events: retail sales (EUR), weekly job figures (USD), press conference (EUR) Café DINL: Beans -Pedersen & Varming Thu, 04 Jun 2009 09:55:06 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3095