Manus Cranny Bloomberg Television Market Editor News ...

Manus Cranny Bloomberg Television Market Editor News, Views & Topics 2014

• FX Market $5.3 Trillion per day 2013

• Japanese Yen trading up 63% vs. 2010

• Japanese Yen expands global FX share

http://www.bis.org/index.htm

New Year Risk

Taper

http://en.wikipedia.org/wiki/File:Ben_Bernanke_official_portrait.jpg

http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=uUtCgQQMIZHfVM&tbnid=TLM4ORDkYPkFlM:&ved=0CAUQjRw&url=http://www.flickr.com/photos/g8uk/9041380890/&ei=ZIyDUs3VGpTd4APDjYGIAQ&bvm=bv.56343320,d.dmg&psig=AFQjCNEsV-DyFSTDP53PnfaoB9WpulgVig&ust=1384439209699913

Chart

Euro\Dollar Outlook - Top Market Calls

2013 Q4 1.34

2014 Q1 1.32 Q2 1.30 Q3 1.28

Bloomberg Most Accurate FX Forecasters

2013 Q4 1.35 2014 Q1 1.36 Q2 1.36 Q3 1.38

78% Accuracy forecast Q3

http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=XqnaxYLbzYjKPM&tbnid=ZWB3W-tzWA2gRM:&ved=0CAUQjRw&url=http://grampoc.com/&ei=awOKUuSvEO-v4AOTsYDQAQ&bvm=bv.56643336,d.dmg&psig=AFQjCNGdjFXF6B7dGHdDjaGVhjvJfgh8EQ&ust=1384862929891758

2013 Q4 1.34 2014 Q1 1.33 Q2 1.31 Q3 1.29

73.5% Accuracy forecast Q3


https://www.rabobank.com/en/group/index.html


73% Accuracy forecast Q3

2013 Q4 1.35 2014 Q1 1.38 Q2 1.40 Q3 1.40



The Bears are back in town!

Abe to unlock $8.5 Trillion Savings

http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=p-NiDn7WQRf7LM&tbnid=w2vK7IgPciDyqM:&ved=0CAUQjRw&url=http://www.georgialibraries.org/lib/gold/ggugc2008/tag_cloud.html&ei=WVSLUoC0B-jW0QWl2YCIBQ&bvm=bv.56643336,d.d2k&psig=AFQjCNFsc2GKdQKF5-_V-EeXwzsNlRRWsQ&ust=1384949168897481

Yen set to trade 20% lower Currency Target Y120 2014

Rising Sun… Falling Yen

Bloomberg Consensus estimates USD/YEN Q4 Y100 Q1 Y102 Q2 Y104 Q3 Y105

BNP Paribas: GBP/YEN set to trade higher Top Trade 2014

Soc Gen EUR/GBP target 77 in 6 months

BNP Paribas EUR/GBP dramatic move

expected

Bloomberg Consensus Estimate GBP/YEN Q4 84 Q1 83 Q2 82 Q3 82

http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=gJH4gZqtaWCK3M&tbnid=Y-qYnKd8hIzZhM:&ved=0CAUQjRw&url=http://avaaston.wordpress.com/2011/06/29/hashtag-poundsign-numbersign/&ei=D3CLUvLcB4P94APC2ID4DQ&bvm=bv.56643336,d.d2k&psig=AFQjCNGvJZx_1e_JJ8mwHbVEER16HYMB-g&ust=1384956295958467

S&P 500 - 166% rally since March 2009

2013 Best Year since 1990

Bloomberg estimates profits to expand

http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=Qpnm2ywbs7A66M&tbnid=cGcEsBmh8SKdVM:&ved=0CAUQjRw&url=http://theroaringtwentieshistory.blogspot.com/2010/06/stock-market-crash.html&ei=m3KLUtPHArSh4APZ9oGIBA&bvm=bv.56643336,d.dmg&psig=AFQjCNF5IDzYi-bF2rKnAWPNmn9MnMn3HA&ust=1384956935388153

Manus Cranny Bloomberg Television Market Editor News ...

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