$1.3 trillion in quantitative easing means there will be an attempt at reflation. Post US QE, we can see there wasn’t any discernible affect on inflation, sans stock market gains.
I expect the euro will trade to parity with the dollar. Since oil is priced in dollars, oil will trend lower, as long as the dollar trends highs. European QE all but assures lower crude.
Stocks will benefit and bonds should trade lower.
Gold and silver might catch a bid, as a de facto short against central banks. But the number one place to be, over the next 12-18 months, will be european exporters.
Ignore the volatility and short term moves. Everything I just said will come true, as the Gods are my witness.
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we’re sending massive juice thru the paddles. the patient is fucking dead, but we get excited cuz their arms flapped after hitting them with the defib.
European QE in a nut’d shell.
I like that analogy.
But FRANKENSTEIN LIVES!!!
lol
Humans vote in politicians that make them feel better
And the politicians make them feel better to keep power
Actions taken to placate-masses&maintain-power however, often not realistic longterm
That’s my take. And yes, I’m not human
Any chance you have a list of European exporters sir?
Autos, Unliver
Need to look
Siemens and Nesltes for a few months now.
“….and that’s when the whores come in”
+1
what would you call a trade in which you buy NFLX 400 calls for $2.25 and now watch them as they’re $25?
booked.
Deez NUUU-UUTZ?
“U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum Reserve) increased by 10.1 million barrels from the previous week. At 397.9 million barrels, U.S. crude oil inventories are at the highest level for this time of year in at least the last 80 years. ”
http://www.bloomberg.com/news/2015-01-22/u-s-doe-weekly-petroleum-status-report-for-jan-16-text-.html
it means SEVENTY NASDAQS. apparently.
just exited my FANG and HAL, thinks you might be right
Almost even for the year after today.
Grazie Mario.
I bet it Blows Up by the end of the year
Essentially isaved his ability to run for President, Italy
All the broken dying areas Highyield Copper Crude Ag,
Will continue to eat away at trade, gdp, revenue, oh yeah,
and Jobs
HEDJ, the currency hedged European ETF might be one way to play their QE.