Dollar outlook , impact on industrial sectors performance Dr. Warren Huang
Monday, May 5th, 2008US dollar outlook and its impact on industrial sectors performance,
Comment by -Wall Street Journal Market Beat Blog May 5, 2008 at 2:10 pm
Archive for the 'Uncategorized' Category
OSA Market Blog: Rate cuts rally party is over, back to recessions fundamental Dr. Warren Huang
Thursday, May 1st, 2008The party celenrating rate cuts, bail for banking, financial and IT shares rebound rally is over.
From now on, market will face all the soaring oil, comodities, inflation, job cuts, sagging consumer confidence, housing price slump, credit default bad news.Markets will give up all its recent gain in the weeks ahead
details www.osawh.com/Globaloiln.htm
www.osawh.com/recession.html
www.osawh.com/mortdefa.htm
From now on, market will face all the soaring oil, comodities, inflation, job cuts, sagging consumer confidence, housing price slump, credit default bad news.Markets will give up all its recent gain in the weeks ahead
details www.osawh.com/Globaloiln.htm
www.osawh.com/recession.html
www.osawh.com/mortdefa.htm
Comment by - May 1, 2008 at 11:56 am
OSA Energy Commodity Bubble Burst Dr. Warren Huang
Thursday, April 24th, 2008Rate cuts and stimulus package
help dollar heading to new low and driveing up record oil, commodity prices.
These bubble will follow housing bubble burst, in the next round of rate hikes, to boost the dollar, cut inflation later this year.
detail on
www.osaglobalstrategicmanagement.com blog
and
www.osawh.com/commody.html
help dollar heading to new low and driveing up record oil, commodity prices.
These bubble will follow housing bubble burst, in the next round of rate hikes, to boost the dollar, cut inflation later this year.
detail on
www.osaglobalstrategicmanagement.com blog
and
www.osawh.com/commody.html
Comment by on Wall Street Journal market beat blog- April 23, 2008 at 9:14 pm
OSA Energy Blog : Oil prices heading for 115- 125 as dollar weaken in summer
Tuesday, April 22nd, 2008I warned on this blog last Sept that aggressive rate cuts can not stop housing price slump , but only drag the dollar to new low ( 1.55-1.65 EURO, 90- 100 Yen, and soaaring oil, commodities price, and inflation, which raises the US import, expanding US trade deficit, the interest ratea spread and trade deficit will drag dollar even lower.
Dollar only can be supported by Fed rate hike to fight the inflation.
Fed choose to ignore inflation, while switch to rate cuts further help currecny speulators to dump dollar for higher interest rate currency EURO, Pound.
Dollar can rebound once Fed stop rate cuts.
Oil price has benn benefited by soariing US and global housing, auto, travel market demand for heating oil, fet fuel, gasoline in summer, and weak dollar, further help by rate cuts and stimulus package
to support the business and conumer demand.
Oil pricewill challenge 115- 125 , gasoline and heating to 355 this summer.
detaisl can be found
www.osawh.com/currency.html
www.osaglobalstrategicmanagement.com/oilToday.html
Dollar only can be supported by Fed rate hike to fight the inflation.
Fed choose to ignore inflation, while switch to rate cuts further help currecny speulators to dump dollar for higher interest rate currency EURO, Pound.
Dollar can rebound once Fed stop rate cuts.
Oil price has benn benefited by soariing US and global housing, auto, travel market demand for heating oil, fet fuel, gasoline in summer, and weak dollar, further help by rate cuts and stimulus package
to support the business and conumer demand.
Oil pricewill challenge 115- 125 , gasoline and heating to 355 this summer.
detaisl can be found
www.osawh.com/currency.html
www.osaglobalstrategicmanagement.com/oilToday.html
Comment by Wal Street Journal market beat blog- April 22, 2008 at 1:16 pm
OSA Market Blog Bear market rally is over for correction by Dr. Warren Huang
Tuesday, April 22nd, 2008Market bull speculator struggling using aggressicve rate cuts, stimulus package, Bear Stearn cash infusion lower expection on Citigroup and IBM, Google earning announcemenet making breakthrough of bear market rally to bull rally in the background of continued housing market slump, manufacturing slowdon, soaring inflation and job cuts
plunging consumer confidence recession fear.
Bull market can never survive in recession, especialy in current housing bubble burst, prolonged housing price slump
resulted recession.
We are reaching the limit of current bear market rebound.
marekt is facing good correction overvaluation in banking, finace, housing,IT, high fliers stock, ( above 100) consumer products.
These shares will give up its recent gain
plunging consumer confidence recession fear.
Bull market can never survive in recession, especialy in current housing bubble burst, prolonged housing price slump
resulted recession.
We are reaching the limit of current bear market rebound.
marekt is facing good correction overvaluation in banking, finace, housing,IT, high fliers stock, ( above 100) consumer products.
These shares will give up its recent gain
Comment by Wall Street Journal Market Beat Blog - April 22, 2008 at 1:27 pm
Housing price slump, drag economic into recession continue
Wednesday, April 16th, 2008I warned last Sept on this blog that housing price slump continue into summer 2008, drag banking, financial, housing, IT, retails stocks into bear market correction, lead to shrinking hosuing, equities wealth, cutting into consumer, business demand, job cuts drag economics into recession.
I also warned that rate cuts and economic stimulus package will not stop housing price slump, but drag dollar lower and led to soaring oil, commodities, food prices and
raw material cost, soaring inflation and profit squeez.
drag stocks, economic into deeper recession in the month ahead.
detailsm on
www.osawh.com/mortdefa.htm
www.osawh.com/Globaloiln.htm
www.osawh.com/opthedge.htm
www.osawh.com/recession.html
I also warned that rate cuts and economic stimulus package will not stop housing price slump, but drag dollar lower and led to soaring oil, commodities, food prices and
raw material cost, soaring inflation and profit squeez.
drag stocks, economic into deeper recession in the month ahead.
detailsm on
www.osawh.com/mortdefa.htm
www.osawh.com/Globaloiln.htm
www.osawh.com/opthedge.htm
www.osawh.com/recession.html
Comment by -on Wall Street Journal Real TIme Economics April 16, 2008 at 6:38 pm
Double Dip Recession Dr. Warren Huang
Friday, February 8th, 2008Based on my 30 years tracking, simulation of last 30 years global economic cycles, asset prices bubble burst,I warned on this blog last Sept that aggressive Fed rate cuts can not stop US housing price slump continue into 2008 summer resulted recesion, US, global stcck market bear market recession, and drag dollar lower, pushed oil, commodities prices and infaltion higher, with risks of 1980 style double dip recession during 2008-2009.
detaisl can be found on www.osawh.com/Fedcrisab.htm
and www.osawh.com/mortdefa.htm
and www.osawh.com/fund2008.htm
Comment by Wall Street Journal Real time Economic Blog- February 8, 2008 at 3:27 pm
Trillion dollar recession hedge Dr. Warren Huang
Friday, February 8th, 2008I warned last June , 2007 Peking University, Beijing International Financial Engineering Risk Management Conference and on this blog last Sept before Fed rate cuts
that rate cuts, can not stop US housing price slump continue into 2008 summer, drag US into recession, US and global stocks into bear market correction, with banking, finance, housinng, shares down 50 %, IT, oil, retail and high fliers GOOG, AAPL, PTR shares down 30 %
Any Hedge fund follow my advixe could make trillion dollar in 2007.
details can be found on my one day full day workshop Mar.
6, Pudong, Shanghai, China world fund 2008
www.osawh.com/fund2008.htm
and
www.osawh.com/mortdefa.htm
that rate cuts, can not stop US housing price slump continue into 2008 summer, drag US into recession, US and global stocks into bear market correction, with banking, finance, housinng, shares down 50 %, IT, oil, retail and high fliers GOOG, AAPL, PTR shares down 30 %
Any Hedge fund follow my advixe could make trillion dollar in 2007.
details can be found on my one day full day workshop Mar.
6, Pudong, Shanghai, China world fund 2008
www.osawh.com/fund2008.htm
and
www.osawh.com/mortdefa.htm
Comment by - February 8, 2008 at 11:28 am
US recession forecast Dr. Warren Huang
Friday, February 8th, 2008Based on my 30 years global ecoomic cycles, asset price bubble burst, I warned on this blog last Sept that US housing market price slump will drag US into recesion and bear market correction. 2008 till summer, despite any rate cuts.
We are just at the very early stage of recession, as Dow Jones index has not feel any pain, sstill stay in bull market rally.
Economists, analysts are overoptimistic about this recession, it has not seen the worst, whrer we may have
-2 % GDP in the second quarter
and 1.5 % in the second half.
We are just at the very early stage of recession, as Dow Jones index has not feel any pain, sstill stay in bull market rally.
Economists, analysts are overoptimistic about this recession, it has not seen the worst, whrer we may have
-2 % GDP in the second quarter
and 1.5 % in the second half.
detaisl can be found on
www.osawh.com/Fedcrisab.htm and
www.osawh.com/mortdefa.htm
and
www.osawh.com/fund2008.htm
Comment by - February 7, 2008 at 11:57 pm
ECB monetary Policy Dr. Warren Huang
Friday, February 8th, 2008
ECB doing the right thing for EMU not following Benanke rate cuts and stimulus to heat the inflation up, risks inflationary slowdown. at time oil, commodities price at record peak and CPI inflation at 3.2 %.
details can be found on www.osawh.com/Fedcrisab.htm and www.oswh.com/EURO.html
details can be found on www.osawh.com/Fedcrisab.htm and www.oswh.com/EURO.html
Comment by - February 7, 2008 at 4:14 pm
Wall Street Journal Real Time Economic Blog Dec. 18, 2007
ECB 500 billion loan to commercial banks number looks big, but small comparing to 100 trillion derivatives and CDO.While facing US and global housing markets slump continue
into next summer. As I pointed out that any Fed, central banks action, injection of money into the system will not stop housing slump, stimulate credit demand for supporting the housing prices which are not sustainable.
Beside US housing bubble burst, UK, even China, and other Asian countries will join the crowddetails can be found on www.osawh.com/mortdefa.htm
into next summer. As I pointed out that any Fed, central banks action, injection of money into the system will not stop housing slump, stimulate credit demand for supporting the housing prices which are not sustainable.
Beside US housing bubble burst, UK, even China, and other Asian countries will join the crowddetails can be found on www.osawh.com/mortdefa.htm
Comment by - December 18, 2007 at 12:47 pm
There are not easy statistical correlation.
Dollar bull due to 6 years economic expansion and rate hikes series, while dollar weakness due to economic slowdown, recession fear resulted rate cuts expectation.
Utility, consumer goods goods are heavily related to domestic consumer spending, strong dollar raise buying power while utility consumer going up with more manufacturing
plant demand for utility.
But continue housing market slump will drag consumer demand, ( economic stimulus will not be sufficient to support the demand slowdown) economics into recession, manufacturing activity ISM already down to 47 .Despite ISM service sectors up to 52, it will not be sustainable stay above 50 after second quarter stimulus effect is over.
Recent dollar strength come from better than expected 0.6 % GDP growth and soaring oil prices pushed inflation higher, forced Fed to end rate cycle earlier, facing inflation fighting. However housing slump continue depress the economy, Fed facing Trilemma on rate, GDP, inflation, dollar.
details on www.osawh.com/Fedcrisab.htm www.osawh.com/currency.html www.osagloobalsstrategicmanagement.com/blog1