Jane's Feed
Jul 9, 2010
via The Great Debate UK

Double dip a done deal?

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-Jane Foley is research director at Forex.com. The opinions expressed are her own.-

Earlier this week the S&P 500 was down 15 percent from its April 2010 high.   The ongoing debate on whether the U.S. economy is poised for a double dip recession can be linked with these falls.

Jun 25, 2010
via The Great Debate UK

Look Out the Euro! More risk aversion is on its way

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The upward correction of the value of the euro vs the U.S. dollar since early June this year may have given the impression that the debt crisis that has been weighing on the euro all year has started to dissipate.  Throughout this period, however, many indicators of risk have continued to flash warning signals and it is quite possible that the overall level of anxiety in financial markets may again be taking a turn for the worse.

The recovery in euro/dollar between June 7 and June 21 coincided with an improvement in the tone in equity markets. While both of these events have helped to massage investor confidence, Libor has remained elevated compared with its levels at the turn of the year and the cost of insuring bank debt has remained extremely high.

Jun 15, 2010
via The Great Debate UK

False dawn or risk recovery?

-Jane Foley is research director at Forex.com. The opinions expressed are her own.-

What began at the start of the year with an acknowledgement from Greece that it had been living way beyond its means soon turned into a more universal re-appraisal of the risks of sovereign default.

May 28, 2010
via The Great Debate UK

Is the re-pricing in stocks and oil complete?

-Jane Foley is research director at Forex.com. The opinions expressed are her own.-

The better tone in stock indices and oil prices that has appeared this week begs the question as to whether the bout of re-pricing is complete.

May 21, 2010
via The Great Debate UK

Stability or sovereignty?

-Jane Foley is research director at Forex.com. The opinions expressed are her own.-

It is generally agreed that if EU officials are to reinforce their commitment to the euro then the Eurozone’s fiscal Stability Pact will have to be strengthened.

May 14, 2010
via The Great Debate UK

Sovereign default risk, fact or fiction?

-Jane Foley is research director at Forex.com. The opinions expressed are her own.-

If a gauge is needed to measure how concerned investors are at about sovereign default risk, we need look no further than the price of gold which has made fresh all time highs this week.

May 7, 2010
via The Great Debate UK

Risk aversion comes screaming back

-Jane Foley is research director at Forex.com. The opinions expressed are her own.-

The Greek fiscal crisis has forced investors to weigh up the risks of sovereign default very carefully.

Apr 28, 2010
via The Great Debate UK

German elections bring forward a possible stalemate situation for EMU

-Jane Foley is research director at Forex.com. The opinions expressed are her own.-

Next month’s UK general election is not the only one of significance in Europe. There is the possibility that the German regional elections in North Rhine-Westphalia on May 9 could result in the end of the CDU/FDP government’s majority in the upper house of parliament.

Apr 22, 2010
via The Great Debate UK

Subject of Europe set to trip Liberal Democrat Nick Clegg

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- Jane Foley is research director at Forex.com. The opinions expressed are her own. -

Over the past week the British electorate has taken a shine to Liberal Democrat leader Nick Clegg.

Apr 15, 2010
via The Great Debate UK

UK election boils down to one issue for markets

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- Jane Foley is research director at Forex.com. The opinions expressed are her own. -

Whether the financial markets will view the outcome of the UK general election as a positive or negative depends almost entirely on one issue: the budget deficit.