Thursday 28 November 2013

the all sell the Yen and inflation in Germany

hello,

All forecasts of large financial institutions, recently forecast a further weakening of the yen against the dollar (up to 105-120). Openly admit to selling the yen also managing the largest funds. (eg George Soros earned in the previous "rally" 1 billion USD).

In addition, the shares are purchased on the Tokyo Stock Exchange. In the past two weeks, the stock market recorded an inflow of 19.6 billion USD - the highest since mid-April. Hence, no wonder almost 10 percent increases this month.

If they all sell Yen, who buys it? Moments in which the market is in such a state of euphoria usually before the "heart attack".

Inflation rate from German Länder y/y:
Brandenburg: 1.3%; before 1.2%;
Hesse: 1.1%; before 0.9%;
Bavaria: 1.0%; before 1.0%;
Baden-Württemberg: 1.3%; before 1.2%;
Saxony: 1.4%; before 1.1%.

Preliminary data regarding inflation for November in Germany:
- CPI 1.3% vs. 1.2%, expected 1.2%
- HICP 1.6% vs. 1.2%, expected 1.3%
- The difference between the HICP and CPI is the highest since March
- July prices, in terms of both baskets, basically did not change.

regards,
oscarjp

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