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Daily Report: Yen Tumbles on Offshore Investments, US Retail Sales Eyed

Action Insight | Written by ActionForex.com | Jun 13 07 07:14 GMT |
Forex Daily Technical Report Yen Tumbles on Offshore Investments, US Retail Sales Eyed

The Japanese yen reverses early against and tumbled across the board in Asian session, breaking through key medium term support against dollar. The theme behind the sharp reversal in the yen is speculations that rising global bond yields will trigger more off shore investments from Japanese investors that will prompt more selling of the Japanese yen to foreign currencies. In particular, there is reports that raised the possibility that Japanese life insurers will start to look into US treasuries if the yield continues to rise.

On the other hand, dollar remains firm against euro and swissy ahead of May retail sales data which is expected to rebound by rising 0.6% mom. Ex-auto sales is also expected to rise 0.6% mom too. Meanwhile, import price and export price are both expected to rise 0.3% in May. Apr business inventories will also be featured. Technically speaking EUR/USD has taken out an important support of 1.3364 last week while USD/CHF has also broken the neckline of a medium term head and shoulder bottom pattern. Strong retail sales today will likely strengthen the current trend and boost the dollar further higher.

Meanwhile, sterling’s rebound stalls ahead of a key near term resistance of 1.9791 level against dollar. Traders will focus on today’s employment report from UK which is expected to show claimant count dropped by -9k in May. Unemployment rate is expected stay unchanged at 5.5%. More focus would likely be on average earnings which is expected to moderate from 4.5% to 4.4%. There is a rough guideline that BoE would consider a 4% rise that’s compatible with inflation at around 2.0%, the bank’s target. And hence, further moderation in the earnings growth will strength the case that BoE won’t need to act any time soon and could still wait-and-see if prior rate hikes are enough to bring inflation down. And, that would likely resume the pressure on Sterling against Dollar. EUR/USD

Daily Pivots: (S1) 1.3278; (P) 1.3322; (R1) 1.3345; http://www.actionforex.com/forex_analysis_and_forecasts/pivot_points/pivot_points_summary_200603205734/

EUR/USD’s fall from 1.3553 continues today and reaches as low as 1.3286 so far. Further decline is expected to follow as long as 1.3368 resistance holds. Next downside target will be 61.8% retracement of 1.2865 to 1.3681 at 1.3177. However, touching of 1.3368 will indicate that a short term bottom is possibly formed on oversold condition and bring consolidation before another fall.

In the bigger picture, break of 1.3364 cluster support (38.2% retracement of 1.2865 to 1.3681 at 1.3369) was a significant development as it’s now confirmed that rise from 1.2865 has ended at 1.3681 already. More importantly, with bearish divergence condition in daily MACD and RSI, rally from 1.2483 has possibly ended too. Also, up trend from 1.1639 is interpreted as having firs move completed with three waves up to 1.2978, subsequent sideway consolidation completed at 1.2483. Rise from 1.2483 met target zone of 1.3668 and 100% projection of 1.1639 to 1.2978 from 1.2483 at 1.3822 already. Hence, completion of rise from 1.2483 will indicate completion of whole up trend from 1.1639 too.

Focus is now on medium term rising channel support (now at 1.3079) and 55 weeks EMA (now at 1.3037). Sustained break of this support zone will confirm that whole up trend from 1.1639 has ended and turn medium term outlook bearish. On the upside, above 1.3553 is needed to indicate fall from 1.3681 has completed and is merely a correction in the medium term up trend only. However, in such case, a retest of 1.3681 would be seen and the rebound could extend further towards 100% projection of 1.1639 to 1.2978 from 1.2483 at 1.3822. But focus will remain on reversal signal as even in such case, the up trend from 1.1639 is still expected to conclude between 1.3668 and 1.3822.

GBP/USD

Daily Pivots: (S1) 1.9691; (P) 1.9736; (R1) 1.9786; http://www.actionforex.com/forex_analysis_and_forecasts/pivot_points/pivot_points_summary_200603205734/

Cable’s rebound from 1.9621 stalls at 1.9783, slightly below 4 hours 55 EMA (now at 1.9783) and 1.9792 cluster resistance (50% retracement of 1.9968 to 1.9621 at 1.9795) and turns sideway. At this point, further rebound could still be seen as long as 1.9693 minor support holds. But still, we’d expect upside to be limited by mentioned 1.9792 cluster resistance and bring another fall. Below 1.9693 will suggest rebound from 1.9621 has completed and turn focus back to this low. However, sustained break of 1.9792 will argue that the fall from 1.9968 has completed and turn short term outlook neutral again.

In the bigger picture, fall from 2.0132 is still in progress with rebound from 1.9676 being corrective in nature, with three subwaves and met 100% projection target. More importantly, this 2.0132 could indeed be an important medium term top. Firstly, the whole up trend from 1.7047 is not clearly impulsive. Our interpretation is that rally from 1.7047 ended with three waves up to 1.9024. Subsequent correction ended at 1.8090. Rally from 1.8090 has already met mentioned target of 100% projection of 1.7047 to 1.9024 from 1.8090 at 2.0067.

Secondly, regardless of the larger trend, rise from 1.8090 can be interpreted as being a five wave sequence with first wave ended at 1.9142, second at 1.8517, third at 1.9913 and fourth at 1.9183. The channeling property supports this interpretation too. In such case, the fifth wave rally from 1.9183 has also met target of 61.8% projection of 1.8517 to 1.9913 from 1.9183 at 2.0046 too. With bearish divergence condition remains in weekly MACD and RSI, as well as daily MACD and key 2.0106 resistance (92 high) not decisively taken out, 2.0132 could be the important medium term top already.

Focus is now indeed on the medium term rising channel support and firm break will indicate that whole rally from 1.8090 has completed and add much credence to the case that an important medium term top is already formed and put focus to 1.9183 low. However, above 1.9968 will again argue that fall from 2.0132 is merely a short term correction and in that case, with cable still staying within the medium term rising channel, a retest of 2.0132 high could be seen before making an important top finally.

USD/CHF

Daily Pivots: (S1) 1.2388; (P) 1.2408; (R1) 1.2445; http://www.actionforex.com/forex_analysis_and_forecasts/pivot_points/pivot_points_summary_200603205734/.

USD/CHF remains strong and rally from 1.2146 extends further to as high as 1.2441 today. Further rise is expected to follow as long as 1.2371 support holds. Next upside target will be 1.2571 high. However, touching of 1.2371 support will indicates that a short term top is possibly formed on overbought condition and bring retreat to 4 hours 55 EMA (now at 1.2307) before another rise.

In the bigger picture USD/CHF should have completed a medium term head and shoulder bottom formation (ls: 1.1919, h: 1.1878, rs: 1.1993) which should also confirm the completion of whole down trend from 1.3283. At this point, the neck line (1.2768 to 1.2571, now at 1.2321) was taken out already. Sustained break of 61.8% retracement of 1.2571 to 1.1993 at 1.2350 is adding much credence to this case. Break of 1.2571 will confirm the head and shoulder formation and have medium term outlook turned bullish for 1.2768 resistance and then 1.3283 high.

On the downside, it will take a break below 1.2146 support to indicate the rally from 1.1993 support has completed. In such case, favor will be switched back to the case that choppy price actions from 1.1919 could merely be part of a medium term triangle consolidation. And, down trend from 1.3283 should still resume after completing such consolidation in such case.

USD/JPY

Daily Pivots: (S1) 121.55; (P) 121.69; (R1) 121.81; http://www.actionforex.com/forex_analysis_and_forecasts/pivot_points/pivot_points_summary_200603205734/

USD/JPY’s rise from 120.78 extends further to as high as 122.29 so far. Break of 122.17 key resistance indicates prior fall to 120.78 was merely a correction to rally from 117.60 and the whole rise from 115.13 could have resumed. At this point, further rally should still be seen as long as 121.48 support holds. Sustained trading above 122.17 will encourage further rise towards next upside target of 61.8% projection of 108.99 to 122.17 from 115.13 at 123.28 first.

In the bigger picture, strong break of 122.17 resistance will indicate that the correction from 122.17 is already completed at 115.13. That is, the current rise from there represents resumption of the whole up trend from 108.99. In such case, the up trend is expected to extend further to 61.8% projection of 108.99 to 122.17 from 115.13 at 123.28 first. Also, with rise from 108.99 treated as resumption of whole up trend from 101.66, sustained trading above 122.17 will also path the way to next medium term target of 100% projection of 101.65 to 121.38 from 108.99 at 128.72.

However, we’d maintain that since the rally from 115.13 is not clearly impulsive, it could still be merely part of a consolidation pattern that started at 122.17. failure to sustain above 122.17 key resistance and a drop below 121.48 support will switch favors back to this case and put short term rising trend line (now at 120.51) back into focus again.

EUR/JPY

Daily Pivots: (S1) 161.55; (P) 162.13; (R1) 162.43; http://www.actionforex.com/forex_analysis_and_forecasts/pivot_points/pivot_points_summary_200603205734/

After edging lower to 161.49, EUR/JPY rebounds strongly to 162.74. With mild bullish convergence condition in 4 hours MACD and RSI, the fall from 164.59 should have made a low at 161.49 already and some more consolidation could be seen, with recovery to 162.91 resistance or above. However, since a short term top is in place at 164.59 with bearish divergence condition in 4 hours MACD and RSI already, sustained break of this high is needed to confirm short term bullishness. Otherwise, another fall is still expected after finishing the current consolidation. Below 161.49 will encourage further decline towards 159.60 support.

In the bigger picture, whole up trend from 130.60 is interpreted as having first wave up ended at 143.60, subsequent correction ended at 137.167. The third wave up ended at 159.63 while fourth wave correction has ended at 150.75. Rise from there represents the final advance in this structure, and could have ended at 164.59, just missing target of 61.8% projection of 137.16 to 159.63 from 150.75 at 164.64. In other words, 164.59 could indeed be the top of the whole rise from 130.60.

Focus is now on 159.30/60 support zone (38.2% retracement of 150.75 and 164.59 at 159.30). Break of this support zone will add more weight to case that 164.59 is indeed the important medium term top. Further decline should then be seen towards medium term rising channel support (now at 153.98) and 55 weeks EMA (now at 154.16). Sustained break of this important support will confirm such case and turn medium term outlook bearish for 150.75 support first.

However, strong rebound from 159.60 will switch favor to the case that EUR/JPY could merely be in sideway consolidation to the rise from 150.75 only and another medium term rally could be seen after finishing such consolidation. Though, sustained break of 61.8% projection of 137.16 to 159.63 from 150.75 at 164.64 is still needed to confirm such case.

Forex News Digest

http://www.bloomberg.com/apps/news?pid=20601083&sid=a5td3QqUYdwU&refer=currency

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http://www.bloomberg.com/apps/news?pid=20601083&sid=aNGFHq15YYW4&refer=currency

http://c.moreover.com/click/here.pl?r973862228
Wed, 13 Jun 2007 03:47:00 GMT from Yahoo! Canada

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Wed, 13 Jun 2007 03:47:00 GMT from Yahoo! Canada

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Wed, 13 Jun 2007 03:46:00 GMT from Yahoo! Canada

http://c.moreover.com/click/here.pl?r973856076
Wed, 13 Jun 2007 03:38:00 GMT from Reuters UK

http://c.moreover.com/click/here.pl?r973853381
Wed, 13 Jun 2007 03:35:00 GMT from Trading Room

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Wed, 13 Jun 2007 02:57:00 GMT from Philippine Daily Inquirer

http://c.moreover.com/click/here.pl?r973825274
Wed, 13 Jun 2007 02:56:00 GMT from The Australian

http://c.moreover.com/click/here.pl?r973817755
Wed, 13 Jun 2007 02:47:00 GMT from Bloomberg

http://www.actionforex.com/latest_news/latest_news/forex_news_20060323537/ Economic Indicators Update
GMT Ccy Events Actual Consensus Previous Revised
23:50 JPY Japan Trade balance (jpy) Apr 1034B 1963.6B 2424.4B
23:50 JPY Japan Current account Apr 1987B 1750.0B 3317.2B
00:30 AUD Australia W’pac consumer confi. Jun -2.00% N/A 7.50%
04:30 JPY Japan Industrial prod’n M/M Apr -0.20% -0.10% -0.10%
04:30 JPY Japan Industrial prod’n Y/Y Apr 2.20% 2.30% 2.30%
04:30 JPY Japan Capacity utilisation Apr 104.6 N/A 106.3
06:00 JPY Japan Machine tool orders Y/Y May 5.70% N/A 5.30%
08:30 GBP U.K. Claimant count May -9.0 K -15.7 K
08:30 GBP U.K. ILO unemployment rate Apr 5.50% 5.50%
08:30 GBP U.K. Average earnings 3mth/yr Apr 4.40% 4.50%
09:00 EUR Eurozone Unemployment Q/Q Q1 N/A 0.30%
09:00 EUR Eurozone Unemployment Y/Y Q1 N/A 1.60%
12:30 USD U.S. Retail sales M/M May 0.60% -0.20%
12:30 USD ex. auto M/M May 0.60% 0.00%
12:30 USD U.S. Export prices May 0.30% 0.30%
12:30 USD U.S. Import prices May 0.30% 1.30%
14:00 USD U.S. Business inventories Apr 0.30% -0.10%
18:00 USD Fed’s Beige Book

http://www.actionforex.com/general_information/forex_newsletters/forex_newsletter_200507301487/

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ECB rate decision to drive Euro

The European Central Bank (ECB) is scheduled to meet tomorrow to mull the regions monetary policy. With the Euo/USD exchange rate relatively unchanged over the last couple months, investors will be closely eying the ECB for signals about the direction of European interest rates over the coming months. The consensus is that the Bank will leave rates unchanged at the current meeting, but commentators have been quick to point out that inflation is slowly inching up, which could precipitate future hikes. Either way, Jean Claude Trichet, the notoriously transparent president of the Central Bank, will likely give investors a very clear picture of where he expects European interest rates will move in the near-term. DailyFX reports: CB President Jean-Claude has been eager in the past to correctly steer market expectations, so if there is a chance of further hikes beyond March, the central bank will not want markets to totally dismiss the possibility of further moves. Read More: http://www.dailyfx.com/story/dailyfx_reports/cross_markets_data_reaction/Euro_Price_Action_Contingent_on_1170851396602.html

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Asian economic and corporate news summary

BEIJING (XFN-ASIA) - A summary of Asian economic and corporate news at 1000 GMT

JAPAN:

-March convenience store sales down 1.4 pct yr-on-yr

-Toyota president says Japan automaker not interested in buying Chrysler

-Daiei yr to Feb net profit 41.3 bln yen vs 413.2 bln

-Daiei yr to Feb opg profit rises 8.5 pct after loss-making outlets shut

-Fuji Heavy now sees FY parent-level loss for tax reasons

-Goldman Sachs to buy 18.07 pct stake in Japan’s Usen for 25 bln yen

SOUTH KOREA:

-Daewoo Shipbuilding wins 1.66 bln usd orders this month

-SK Networks Q1 net profit 91.9 bln won vs 110.9 bln

-Samsung Electro-Mechanics net profit 1.1 bln won vs 26.8 bln

-Samsung Electro-Mechanics Q1 opg profit halved on handset price fall

HONG KONG:

-Hong Kong new private residential housing supply 58,000 units as of end-March

-China Netcom Q1 sales 21.03 bln yuan;adds 770,000 new customers

-China Mobile Q1 to March net profit 17.56 bln yuan, up 22.3 pct

-Lenovo Group sees 100 mln usd in savings from global job cuts

-China’s Tsingtao Brewery sees 12 pct beer sales volume growth this yr

-China Telecom Q1 net profit up 3.9 pct yr-on-yr

-Guangzhou R&F to issue 450 mln A-shrs in China

-Shanghai Industrial 2006 net profit 1.26 bln hkd vs 1.03 bln

-China’s Guangshen Railway 2006 net profit 771.51 mln yuan vs 646.96 mln - IAS

-Xinao Gas 2006 net profit 379.62 mln yuan vs 270.55 mln

-Guangnan (Holdings) 2006 net profit 121.32 mln hkd vs 175.76

-China Special Steel 2006 net profit 90.28 mln yuan vs 122.14 mln

-Panva Gas 2006 net loss 256.33 mln hkd vs profit 155.78 mln

-Panva Gas swings to 2006 loss on higher interest, opg costs

-Brilliance China 2006 net loss 398.42mln yuan vs loss 649.61mln

-Bank of East Asia in jv with Germany’s Union Asset Management

-China CITIC Bank prices Hong Kong IPO at 5.86 hkd; top of range - source

-CASH Retail buys 2 property devt projects in Beijing for 1.6 bln hkd

-China Properties 300 mln usd bond issue assigned ‘B+’ rating - S&P

-China Properties assigned ‘(P)B1′ rating - Moody’s

-China Resources Enterprise inks deal to sell HK petroleum ops; plans special div

-Lingbao Gold to acquire stake in Shaanxi Jiusheng Mining

-Pacific Andes Intl unit issues 93 mln usd of convertible bonds

-CLP Holdings Q1 to March electricity sales up 0.8 pct yr-on-yr

-Chinachem’s Nina Wang leaves wealth to personal feng shui consultant - lawyer

CHINA:

-China to remain largest broadband market - Bill Gates

-March wholesale prices up 4.2 pct yr-on-yr - central bank

-March trust schemes total 18; value 1.64 bln yuan - study

-China property prosperity index at 101.22, down 0.24 points yr-on-yr

-Ministry of Finance issues 30 bln yuan worth of 5-year bonds

-Wireless service to reach 69.1 pct of China’s population by 2011- Global Insight

-China Communist official on trial for corruption - Xinhua

-China Unicom end-March GSM mobile subscribers 109.16 mln vs 107.95 mln end-Feb

-Agricultural Devt Bank of China issues 12 bln yuan of 5-year bonds at 3.29 pct

-Shanghai commercial banks Q1 operating profit up 37.13 pct yr-on-yr - Xinhua

-Honda says 2007 China sales to increase to 400,000 units vs 323,469 in 2006

-Dongfeng Commerical Vehicle aims to hike sales by 9.66 pct in 2007

-Japan’s Toyota, China’s FAW to open new factory in Tianjin this wk

-Nanjing Auto says MG car exports to surpass China sales in 3 years

-China Huadian Corp Q1 power output 56.093 bln kwh, up 27.83 pct yr/yr - Xinhua

-Ping An Insurance Q1 premium income of 3 units 26.42 bln yuan

-China Life Insurance Q1 premium income 73.9 bln yuan

-Liuzhou Iron & Steel 2006 net profit 715.56 mln yuan vs 511.49 mln

-Guangshen Railway 2006 net profit 710.87 mln yuan vs 611.47 mln

-SP Power Q1 net profit 289.85 mln yuan vs 190.81 mln

-SP Power Q1 net profit rises 51.9 pct on higher output

-Liuzhou Iron & Steel Q1 net profit 215.76 mln yuan vs loss 60.48 mln

-Hisense Electric 2006 net profit 125.09 mln yuan vs 102.4 mln

-Hisense Electric 2006 net up 22 pct on more TV sales; sees 2007 up 20 pct

-Beijing Gehua CATV Network Q1 net profit 60.19 mln yuan vs 48.19 mln

-China Eastern Airlines 2006 net loss 2.78 bln yuan vs profit 60.47 mln - CAS

-China Eastern Airlines swings to net loss in 2006 on high jet fuel prices

-BOE Technology sees smaller Q1 loss

-Huaneng Group to invest 5.2 bln yuan in Tianjin gas project

-CATT sets up new company but says no plan to reconstruct Datang Telecom

-Dongfeng Nissan targets 50 pct sales increase this yr

-Simcere Pharmaceutical Group sets IPO price at 14.50 per ADS

-DaimlerChrysler unveils new models, to produce E-Class at Beijing jv

-Qiao Xing Universal Telephone subsidiary applies for NYSE IPO

-DaimlerChrysler unveils new models, to produce E-Class at Beijing jv

-Suntech Power joins Solar Energy Industries Association

-Tulip Mega Media aims NASDAQ listing by year end

-Moloon to list on Nasdaq in 2008

TAIWAN:

-Inotera Q1 unaudited parent net profit 3.88 bln twd vs 4.89 bln in Q4

-Inotera sees DRAM prices bottoming out in current Q2, recovering in Q3

-Inotera Q1 earnings fall as DRAM prices drop 24 pct qtr-on-qtr

-Taiwan Nanya Q1 unaudited parent net profit 3.26 bln twd vs Q4 audited 6.46 bln

-Nanya leaves 60 bln twd capex plan for 2007 unchanged

-Acer claims world’s third largest PC vendor rank

-EVA Airways plans to pay no dividend for 2006

-EVA Air reaches 14.92 bln twd lease-after-sale deal on 2 Boeing jets

-China Airlines in 5 bln twd sale and lease-back deal for A330-300 jet

-Chi Mei buys 2.04 bln twd worth of LCD machinery from Japan’s Nikon

-Powerchip buys facilities/machinery worth 3.74 bln yen from Nikon

-Evergreen Marine buys 1.14 bln twd containers from CIMC

SINGAPORE:

-DBS not cutting loan rates despite recent interbank rate drop

-Asia ex-Japan PC sales rise 18 pct yr-on-yr in Q1, led by Lenovo - IDC

-GuocoLand to raise funds from rights issue, convertible bonds

-Golden Agri to raise about 772 mln sgd via placement

-CapitaMall to buy further 72.8 pct of CapitaRetail for 290.3 mln sgd

-CapitaMall Trust Q1 DPU at 0.03 sgd, 6.8 pct above forecast

MALAYSIA:

-Mid-April forex reserves 89.5 bln usd vs 88.6 bln end-March

-Ringgit year-end target raised to 3.40 rgt from 3.45 - CIMB

-Ringgit to reach 3.25-3.30 rgt by end-March 2008 - K&N Kenanga

-Unisem to acquire Advanced Interconnect Tech for 70.25 mln usd

-DKSH to acquire Texchem Consumers for 16 mln rgt

-ABN Amro Malaysia to expand consumer banking operations

INDONESIA:

-April CPI may be lower vs March - Budiono

-Indonesia grants export licenses to 5 tin companies, including Timah, Koba

-Moderate quake hits Indonesia’s Sumatra

-Govt minister says key issues resolved over Rio Tinto’s nickel mine project

-Pertamina, Russia’s Lukoil ink joint oil exploration/production MOU

-World Bank’s IFC to lend 50 mln usd to Indonesia’s PGN - minister

-US gold miner Newmont confident of Indonesian pollution verdict

-US Feeport mine workers in Indonesia hold third-day protest over wages, benefits

-Oto Multiartha to sell 700 bln rupiah worth of bonds in June

PHILIPPINES:

-JG Summit units Robinsons Land, Universal Robina declare cash div

-RCBC Q1 net profit up 158 pct at 828 mln pesos

-ATR KimEng to sell 80 mln shares at 2.60 pesos/share

AUSTRALIA & NEW ZEALAND:

-Australia March new vehicle sales up seasonally adj 1.0 pct mth-on-mth

-Airline Partners Australia’s acceptances for Qantas offer slip further

-Coal & Allied says Australian coal miners hampered by infrastructure constraints

INDIA

-Wipro Q4 net up 39 pct, beats forecast on higher fees, acquisitions

-Satyam Computer FY net up 39.8 pct on strong sales growth

xiaojing.jiang@xinhuafinance.com

jod/net

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