global financial market news

Governments’ policies still drive markets. For investors who still believe the market is back to normal, think again!! Over the past few days there have been important rumors about policy changes in China and The United States. What resulted was the biggest...

The strong performance of the market since March ’09 has pushed many institutional investors to step back into stocks. Now that we are back to pre-Lehman market levels, investors seem divided about what the market next move will be. I believe there are...

I hope most of you, readers, saw the new Cameron’s movie Avatar. It is a master piece of innovation and it is no wonder revenue are going thru the roof. Now why do I tell you that on this financial blog? Simply, it puts 3-D technology at the front scene....

Japan is heading back to the 1990’s when deflation stopped government to come up with enough tools to boost the Nippon economy. In October the headline CPI fell 2,5% yoy and the underlying deflation (excluding food and energy) is comparable to the 2001...

DisplaySearch Pricewise has recently stated that TFT-LCD panel prices have started to decline in the first half of October. To recall, Flat Panel TV prices started to rebound around March-April 09. It is not good news for panel TV stocks. It is more than...

The DPJ is in power but is it really a chance? Japan is facing one of the worst recessions in decades and the government has very little room to implement reforms. It is agreed among economists that Japan is facing four big problems: growth has been poor,...

This morning Macquarie reiterated its bullish view on the steel and oil sectors. Its analysts see multiple indicators about to bottom like Japan IP and exports. The OECD LI has inflected adding to the strong recovery of the auto production (helped by...

Today, the Japanese government has revised down its 2Q09 GDP by a large amount (from 3.7% to 2.3%). However it looks like recognition of cyclical recovery is spreading, with upward revisions to consensus GDP for 2010. The impact is small. It leaves Japan...

From the beginning of the financial crisis, government and economists have repeated many times that the real cause of the crisis was the Derivative Market and more particularly the un-regulated, Over The Counter, market for derivatives. The OTC for derivatives...

The beginning of the earning season is not the only reason for the pull back in the stock market in Japan. The rapid appreciation of the Japanese currency versus the dollar and the euro is also going to weight on the possible recovery of the market. If...