10. September 2010

Overview Café DINL 2009

July
15	Jul	2009	Beans	Recession is over	Randolph Buss
08	Jul	2009	Espresso	GMR Hot Pepper 06.09.1	Randolph Buss
June
11	Jun	2009	Beans	FX Market Drivers	Morten Lykke Pedersen
11	Jun	2009	Espresso	CD Market Drivers	Casper Andersen
11	Jun	2009	Caffè Latte	FX Markets - EUR/USD oil and rate correlations on the rise	Sverre Holbek
11	Jun	2009	Caffè Latte	China: Just what the doctor ordered	Flemming Nielsen
11	Jun	2009	Caffè Latte	China: Domestic demand roaring ahead	Flemming Nielsen
05	Jun	2009	Caffè Latte	Weekly Credit Update	Henrik Arnt
05	Jun	2009	Caffè Latte	ECB meeting: Positive signals ignored	Frank Hansen
04	Jun	2009	Cappuccino	Curr€nc¥ Current$: Careful Talking Your Book	John R. Crooks III
04	Jun	2009	Espresso	CD Market Drivers	Casper Andersen
04	Jun	2009	Beans	FX Market Drivers	Pedersen & Varming
03	Jun	2009	Cappuccino	Curr€nc¥ Current$: A bit sick of it all…The dollar will remain the reserve currency. Period!	Jack Crooks
03	Jun	2009	Caffè Latte	ECB preview: No rate cuts despite inflation at 0%	Frank Hansen
03	Jun	2009	Espresso	CD Market Drivers	Casper Andersen
03	Jun	2009	Beans	FX Market Drivers	Pedersen & Varming
03	Jun	2009	Caffè Latte	China: PMIs still suggest recovery	Flemming Nielsen
03	Jun	2009	Caffè Latte	USA: ISM heading higher	Signe Roed-Frederiksen
03	Jun	2009	Caffè Latte	FX - Take profit on G10 recovery basket	Kaspar Kirkegaard
03	Jun	2009	Caffè Latte	FX Market Update	Sverre Holbek
02	Jun	2009	Cappuccino	Gold vs. the World: Top 10 Currency Update	Adrian Ash
02	Jun	2009	Cappuccino	Curr€nc¥ Current$: Geithner Gives 100 PIPs	John R. Crooks III
02	Jun	2009	Espresso	CD Market Drivers	Casper Andersen
02	Jun	2009	Beans	FX Market Drivers	Pedersen & Varming
01	Jun	2009	Cappuccino	Curr€nc¥ Current$: Is capitulation to the trend near?	Jack Crooks
May
29	May	2009	Cappuccino	Curr€nc¥ Current$: Remaining open…not always easy	Jack Crooks
29	May	2009	Espresso	CD Market Drivers	Casper Andersen
29	May	2009	Beans	FX Market Drivers	Pedersen & Varming
28	May	2009	Cappuccino	Curr€nc¥ Current$: Bring on the Inflation	John R. Crooks III
28	May	2009	Caffè Latte	IMM positioning : Speculative investors add to USD shorts	Kaspar Kirkegaard
28	May	2009	Caffè Latte	German Ifo expectations continue higher	Allan von Mehren
28	May	2009	Espresso	CD Market Drivers	Casper Andersen
28	May	2009	Beans	FX Market Drivers	Pedersen & Varming
28	May	2009	Caffè Latte	FX - EUR/USD: A tough nut to crack	John Hydeskov
27	May	2009	Cappuccino	Gold Is...	Adrian Ash
27	May	2009	Cappuccino	Curr€nc¥ Current$: Beauty in markets usually depends on your book…	Jack Crooks
27	May	2009	Beans	FX Market Drivers	Pedersen & Varming
26	May	2009	Cappuccino	Curr€nc¥ Current$: Missiles Fired, Exports Bombed, Confidence Targeted	John R. Crooks III
26	May	2009	Espresso	CD Market Drivers	Casper Andersen
26	May	2009	Beans	FX Market Drivers	Pedersen & Varming
25	May	2009	Cappuccino	CD Market Drivers	Casper Andersen
25	May	2009	Beans	FX Market Drivers	Pedersen & Varming
24	May	2009	Caffè Latte	Euroland: PMI heading towards 50	Frank Hansen
24	May	2009	Caffè Latte	FOMC: no discussion of exit strategies	Signe Roed-Frederiksen
24	May	2009	Caffè Latte	Japan: raises its view of the economy slightly	Flemming Nielsen
23	May	2009	Cappuccino	Golden Toilets, Paper Dollars	Adrian Ash
22	May	2009	Cappuccino	Curr€nc¥ Current$: Dollar Shrug! No surprise.	Jack Crooks
22	May	2009	Cappuccino	London Gold Market Report	Adrian Ash
22	May	2009	Cappuccino	Curr€nc¥ Current$: Trading the News, Killing the Fundamentals	John R. Crooks III
21	May	2009	Caffè Latte	FX - Currency Hedging Outlook	Sverre Holbek
21	May	2009	Caffè Latte	Japan: GDP takes another dive in Q1	Flemming Nielsen
20	May	2009	Cappuccino	Fear, Evil & Gold	Adrian Ash
20	May	2009	Cappuccino	Curr€nc¥ Current$: Stocks and need for risk	Jack Crooks
20	May	2009	Caffè Latte	Euroland: A swift shift in sentiment	Frank Hansen
20	May	2009	Beans	FX Market Drivers	Pedersen & Varming
19	May	2009	Cappuccino	Curr€nc¥ Current$: Don’t Let the Facts Get in the Way of a Good Story	John R. Crooks III
19	May	2009	Beans	FX Market Drivers	Pedersen & Varming
19	May	2009	Espresso	CD Market Drivers	Casper Andersen
18	May	2009	Cappuccino	Curr€nc¥ Current$: 16% Annualized Crushing…Does it matter?	Jack Crooks
18	May	2009	Espresso	CD Market Drivers	Casper Andersen
18	May	2009	Beans	FX Market Drivers	Pedersen & Varming
16	May	2009	Cappuccino	Gold 2009: The Story So Far	Adrian Ash
15	May	2009	Cappuccino	Curr€nc¥ Current$: Another Jolt of Optimism!	Jack Crooks
15	May	2009	Cappuccino	CD Market Drivers	Jacob Jensen
15	May	2009	Beans	FX Market Drivers	Pedersen & Varming
14	May	2009	Cappuccino	Curr€nc¥ Current$: Poking at a little thing called demand, again.	John R. Crooks III
14	May	2009	Cappuccino	Gold & the Euro: Metal vs. Money	Adrian Ash
13	May	2009	Cappuccino	Curr€nc¥ Current$: Dollar as global elixir	Jack Crooks
13	May	2009	Caffè Latte	Euroland: Credit easing vs quantitative easing	Frank Hansen
13	May	2009	Cappuccino	CD Market Drivers	Casper Andersen
12	May	2009	Cappuccino	Curr€nc¥ Current$: - Seems Obvious	John R. Crooks III
12	May	2009	Caffè Latte	IMM positioning: Speculative investors take out net long USD positions	Sverre Holbek
12	May	2009	Caffè Latte	ECB meeting: Credit easing	Frank Hansen
12	May	2009	Beans	CD Market Drivers	Jacob Jensen
12	May	2009	Beans	FX Market Drivers	Pedersen & Varming
11	May	2009	Cappuccino	Curr€nc¥ Current$: Pullback time?	Jack Crooks
11	May	2009	Espresso	CD Market Drivers	Casper Andersen
11	May	2009	Beans	FX Market Drivers	Pedersen & Varming
09	May	2009	Cappuccino	Gold: Security, Liquidity & Diversification	Adrian Ash
08	May	2009	Cappuccino	Curr€nc¥ Current$: Stress from the “stress test”	Jack Crooks
07	May	2009	Cappuccino	Curr€nc¥ Current$: - It’s all about stress tests ... and green shoots.	John R. Crooks III
07	May	2009	Cappuccino	Porn Free! Maggie Thatcher's True 30-Year Legacy	Adrian Ash
07	May	2009	Espresso	CD Market Drivers	Casper Andersen
07	May	2009	Beans	FX Market Drivers	Pedersen & Varming
06	May	2009	Cappuccino	Curr€nc¥ Current$: – That’s nothing…	Jack Crooks
06	May	2009	Caffè Latte	ECB preview: Announcing non-standard measures	Frank Hansen
06	May	2009	Caffè Latte	USA: ISM continues its ascent towards 50	Peter Andersen
06	May	2009	Caffè Latte	USA: FOMC less downbeat on growth	Signe Roed-Frederiksen
06	May	2009	Caffè Latte	Swine flu: Market fears ease	Peter Andersen
06	May	2009	Espresso	CD Market Drivers	Casper Andersen
06	May	2009	Beans	FX Market Drivers	Pedersen & Varming
06	May	2009	Caffè Latte	FX Crossroads - Normalising implied correlations	John Hydeskov
05	May	2009	Caffè Latte	FX - Go long the G10 global recovery basket	Kaspar Kirkegaard
05	May	2009	Caffè Latte	US: slight improvement in the pace of credit tightening	Signe Roed-Frederiksen
05	May	2009	Cappuccino	Curr€nc¥ Current$: Juggling Risk	John R. Crooks III
05	May	2009	Espresso	CD Market Drivers	Casper Andersen
05	May	2009	Beans	FX Market Drivers	Pedersen & Varming
04	May	2009	Cappuccino	Curr€nc¥ Current$: Some Euro concern rising?	Jack Crooks
04	May	2009	Espresso	CD Market Drivers	Casper Andersen
04	May	2009	Beans	FX Market Drivers	Pedersen & Varming
02	May	2009	Cappuccino	U.S. House Prices in Gold	Adrian Ash
01	May	2009	Cappuccino	Curr€nc¥ Current$: Key News/Chartage/Comments	Jack Crooks
01	May	2009	Espresso	CD Market Drivers	Casper Andersen
01	May	2009	Beans	FX Market Drivers	Pedersen & Varming
April
30	Apr	2009	Cappuccino	Curr€nc¥ Current$: Amped-Up Consumer = Amped-Up Market!	John R. Crooks III
30	Apr	2009	Cappuccino	Bricks vs. Bars: The Housing/Gold Ratio	Adrian Ash
30	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
30	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
29	Apr	2009	Cappuccino	Curr€nc¥ Current$: Rambling for an Answer ... Has Anything Changed?	John R. Crooks III
29	Apr	2009	Cappuccino	Curr€nc¥ Current$: Swine flu day three!	Jack Crooks
29	Apr	2009	Cappuccino	Curr€nc¥ Current$: As charts go, the buck looks better than stocks ...	John R. Crooks III
29	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
28	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
27	Apr	2009	Cappuccino	Curr€nc¥ Current$: Method in QE Madness!	Jack Crooks
27	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
27	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
25	Apr	2009	Cappuccino	When Gold Ruled the Earth, Part II	Adrian Ash
24	Apr	2009	Cappuccino	Curr€nc¥ Current$: Far from over!	Jack Crooks
24	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
24	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
24	Apr	2009	Caffè Latte	Euroland: PMIs send positive signals	Frank Hansen
23	Apr	2009	Cappuccino	Curr€nc¥ Current$: Second-Derivative Optimism; Plus, Euro Climbs a Wall of Worry	John R. Crooks III
23	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
23	Apr	2009	Caffè Latte	Bonds - Yields set to increase over time	Jesper Fischer-Nielsen
23	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
23	Apr	2009	Caffè Latte	FX - G10: Correction trades with the most potential	Kaspar Kirkegaard
23	Apr	2009	Caffè Latte	IMM positioning : Speculative investors scale back long USD positions	Kaspar Kirkegaard
22	Apr	2009	Caffè Latte	USD: February TIC data	Kaspar Kirkegaard
22	Apr	2009	Cappuccino	Curr€nc¥ Current$: Hope springs eternal	Jack Crooks
22	Apr	2009	Cappuccino	Call This Deflation?	Adrian Ash
22	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
22	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
22	Apr	2009	Caffè Latte	FX - On the brink of a recovery	John Hydeskov
21	Apr	2009	Caffè Latte	USA: Inflation to fall further	Signe Roed-Frederiksen
21	Apr	2009	Cappuccino	Curr€nc¥ Current$: Emerging Markets to Begin Out-Underperforming	John R. Crooks III
21	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
21	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
21	Apr	2009	Caffè Latte	IMM positioning: Speculative investors add to long EUR positions	Kaspar Kirkegaard
21	Apr	2009	Caffè Latte	USA: A setback in retail sales	Signe Roed-Frederiksen
20	Apr	2009	Cappuccino	Curr€nc¥ Current$: Aussie Deflation?	Jack Crooks
20	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
20	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
17	Apr	2009	Cappuccino	Curr€nc¥ Current$: Hodgepodge	Jack Crooks
17	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
17	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
16	Apr	2009	Cappuccino	Curr€nc¥ Current$: Did somebody say “Decouple”?	John R. Crooks III
16	Apr	2009	Cappuccino	Curr€nc¥ Current$: Deflation bite!	Jack Crooks
16	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
16	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
15	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
14	Apr	2009	Cappuccino	Curr€nc¥ Current$: Partying While We Can on the Dollar’s Dime	John R. Crooks III
14	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
14	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
13	Apr	2009	Cappuccino	Curr€nc¥ Current$: China lifting emerging markets…	Jack Crooks
09	Apr	2009	Cappuccino	Curr€nc¥ Current$: Sifting through the smiles, bad news still concerns me ...	Jack Crooks
09	Apr	2009	Cappuccino	What MC Hammer Did to Gold	Adrian Ash
08	Apr	2009	Cappuccino	Curr€nc¥ Current$: The dollar’s Achilles Heel?	Jack Crooks
08	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
08	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
07	Apr	2009	Caffè Latte	USA: Job losses high but not accelerating	Signe Roed-Frederiksen
07	Apr	2009	Caffè Latte	IMM positioning : Speculative investors turns net long EUR	John Hydeskov
07	Apr	2009	Caffè Latte	Japan: Bank of Japan takes a breather	Flemming Nielsen
07	Apr	2009	Caffè Latte	China Goes Shopping for Resources	Arne Rasmussen
07	Apr	2009	Cappuccino	Curr€nc¥ Current$: Bad News: In or Not-Yet-In?	John R. Crooks III
07	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
07	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
06	Apr	2009	Cappuccino	Curr€nc¥ Current$: Gold below a key level—dollar chasing or leading…	Jack Crooks
06	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
06	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
03	Apr	2009	Cappuccino	Curr€nc¥ Current$: Declare victory and party hard!	Jack Crooks
03	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
03	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
03	Apr	2009	Caffè Latte	FX - Medium-term factors point to lower EUR/USD	John Hydeskov
03	Apr	2009	Caffè Latte	USA: ISM inches higher, stronger details	Peter Andersen
03	Apr	2009	Caffè Latte	Japan: Tankan plunges to the lowest level ever in Q1	Flemming Nielsen
02	Apr	2009	Cappuccino	G20 & IMF Gold Sales: A Late April Fool's	Adrian Ash
02	Apr	2009	Caffè Latte	ECB: A non-standard event	Allan von Mehren
02	Apr	2009	Cappuccino	Curr€nc¥ Current$: World Leaders Tell Us What They Think We Want to Hear	John R. Crooks III
02	Apr	2009	Cappuccino	When Gold Ruled the Earth, Part I	Adrian Ash
02	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
02	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
01	Apr	2009	Cappuccino	Curr€nc¥ Current$: Is trade leading crude and comdols?	Jack Crooks
01	Apr	2009	Espresso	CD Market Drivers	Casper Andersen
01	Apr	2009	Beans	FX Market Drivers	Pedersen & Varming
March
31	Mar	2009	Cappuccino	Curr€nc¥ Current$: SDRs Gaining Steam in the Press	John R. Crooks III
31	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
31	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
30	Mar	2009	Cappuccino	Curr€nc¥ Current$: Angela sets off a smart bomb!	Jack Crooks
30	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
30	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
27	Mar	2009	Cappuccino	Curr€nc¥ Current$: G-20 bust in the making?	Jack Crooks
27	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
27	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
26	Mar	2009	Cappuccino	Curr€nc¥ Current$: Does Thought-Leadership Equate to Economic Propaganda?	John R. Crooks III
26	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
26	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
25	Mar	2009	Cappuccino	Dear Chancellor: Inflationary Facts	Adrian Ash
25	Mar	2009	Cappuccino	Curr€nc¥ Current$: Japanese Exports Fall 49.4% in February – Enough said?	Jack Crooks
25	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
25	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
24	Mar	2009	Cappuccino	Curr€nc¥ Current$: China - Aspiring Puppet Master to the World Economy	John R. Crooks III
24	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
24	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
23	Mar	2009	Cappuccino	Curr€nc¥ Current$: me-an-der	Jack Crooks
23	Mar	2009	Caffè Latte	USA: More details of financial rescue plan	Peter Andersen
23	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
23	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
23	Mar	2009	Beans	USD: Put into cardiac arrest by the Fed	Arne Rasmussen
23	Mar	2009	Caffè Latte	Don't fight the Fed	Signe Roed-Frederiksen
20	Mar	2009	Cappuccino	Inflation: Making Sure "It" Happens Everywhere	Adrian Ash
20	Mar	2009	Cappuccino	Curr€nc¥ Current$: Despite Banana Republic cat calls from the usual suspects it’s still only a correction, we think …	Jack Crooks
20	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
20	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
19	Mar	2009	Beans	Daily Forex Report	Per-Erik Karlsson
19	Mar	2009	Caffè Latte	FOMC: Going all the way	Peter Andersen
19	Mar	2009	Caffè Latte	Japan: BoJ steps up quantitative easing	Flemming Nielsen
19	Mar	2009	Caffè Latte	FX - How to position for a bull or bear market	Kaspar Kirkegaard
19	Mar	2009	Caffè Latte	USA: Inflation on a temporary rebound	Signe Roed-Frederiksen
19	Mar	2009	Cappuccino	Gold, Gossip & Russia's Tu-160 Bombers	Adrian Ash
19	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
19	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
18	Mar	2009	Cappuccino	Curr€nc¥ Current$: Is the yen the canary in the coal mine for a currency analysis?	Jack Crooks
18	Mar	2009	Beans	3-month forecast on EURNOK	Lone Olesen
18	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
18	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
18	Mar	2009	Caffè Latte	FX - USD to gain further against EUR and JPY	Danske Bank, Research-Team
17	Mar	2009	Caffè Latte	USD: January TIC data	Kaspar Kirkegaard
17	Mar	2009	Caffè Latte	FOMC: Preview of policy meeting	Signe Roed-Frederiksen
17	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
17	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
17	Mar	2009	Caffè Latte	IMM positioning : Short EUR/USD positions are scaled back	Kaspar Kirkegaard
16	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
16	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
13	Mar	2009	Caffè Latte	USA: Consumer spending has stabilised	Peter Andersen
13	Mar	2009	Caffè Latte	Switzerland: SNB intervenes on FX and bond markets	Kaspar Kirkegaard
13	Mar	2009	Espresso	Update to our 3-month FX forecast	Lone Olesen
13	Mar	2009	Cappuccino	Curr€nc¥ Current$: Still about that risk aversion versus risk appetite theme	Jack Crooks
13	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
13	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
13	Mar	2009	Caffè Latte	Long yields set to increase in the long term	Jesper Fischer-Nielsen
12	Mar	2009	Cappuccino	Curr€nc¥ Current$: Obama and Rudd in the Same Boat on Economies	John R. Crooks III
12	Mar	2009	Caffè Latte	FX - An overview of G10 equity betas	Kaspar Kirkegaard
12	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
12	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
12	Mar	2009	Cappuccino	Geithner Ex Machina	Adrian Ash
11	Mar	2009	Beans	Daily Forex Report	Per-Erik Karlsson
11	Mar	2009	Cappuccino	Curr€nc¥ Current$: Has a dollar correction arrived?	Jack Crooks
11	Mar	2009	Caffè Latte	USA: no signs of improvement in job market	Peter Andersen
11	Mar	2009	Caffè Latte	IMM positioning: Increase in long USD positions at the expense of JPY and EUR	Kaspar Kirkegaard
11	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
11	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
11	Mar	2009	Caffè Latte	Euroland: ECB to cut 50bp again in April	Allan von Mehren
11	Mar	2009	Cappuccino	Curr€nc¥ Current$: Topping-Off Jack’s Monday Missive; Plus, Dollar Correction Time?	John R. Crooks III
10	Mar	2009	Cappuccino	Curr€nc¥ Current$: Economic thought is becoming an oxymoron	Jack Crooks
10	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
10	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
09	Mar	2009	Beans	Daily Forex Report	Per-Erik Karlsson
09	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
09	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
07	Mar	2009	Cappuccino	Hope Now: Once More, with Feeling	Adrian Ash
06	Mar	2009	Cappuccino	Curr€nc¥ Current$: Jobs Friday – Crap shoot of expectations	Jack Crooks
06	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
06	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
05	Mar	2009	Beans	Daily Forex Report	Per-Erik Karlsson
05	Mar	2009	Cappuccino	Curr€nc¥ Current$: Traders Said “Down”, But Volatility Said “Not So Fast”	John R. Crooks III
05	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
05	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
04	Mar	2009	Beans	Daily Forex Report	Per-Erik Karlsson
04	Mar	2009	Cappuccino	Curr€nc¥ Current$: Chartage!	Jack Crooks
04	Mar	2009	Beans	Wednesday's Market Drivers on FX	Pedersen & Varming
04	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
04	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
03	Mar	2009	Beans	Daily Forex Report	Per-Erik Karlsson
03	Mar	2009	Cappuccino	Curr€nc¥ Current$: Maybe Australia is First Out; Maybe Not.	John R. Crooks III
03	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
03	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
02	Mar	2009	Cappuccino	Curr€nc¥ Current$: Through!	Jack Crooks
02	Mar	2009	Espresso	CD Market Drivers	Casper Andersen
02	Mar	2009	Beans	FX Market Drivers	Pedersen & Varming
February
28	Feb	2009	Cappuccino	A Double-Top in Gold?	Adrian Ash
27	Feb	2009	Beans	Daily Forex Report	Per-Erik Karlsson
27	Feb	2009	Cappuccino	Curr€nc¥ Current$: This is fresh! China to grow at 8%!	Jack Crooks
27	Feb	2009	Caffè Latte	Japan: The economy will soon hit the bottom and it will hurt!	Flemming Nielsen
27	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
27	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
27	Feb	2009	Caffè Latte	Japan: No sign of stabilisation in exports	Flemming Nielsen
27	Feb	2009	Caffè Latte	FX Update - Week 9	Kaspar Kirkegaard
26	Feb	2009	Beans	Daily Forex Report	Per-Erik Karlsson
26	Feb	2009	Cappuccino	Curr€nc¥ Current$: Turning Red in the Face on Government Aid	John R. Crooks III
26	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
26	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
25	Feb	2009	Beans	Daily Forex Report	Per-Erik Karlsson
25	Feb	2009	Cappuccino	Curr€nc¥ Current$: Central bankers boast they know history, but…	Jack Crooks
25	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
25	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
25	Feb	2009	Caffè Latte	Euroland: Ifo bottoming from very low levels	Allan von Mehren
25	Feb	2009	Caffè Latte	Euro area: Exposure to the crisis in Central and Eastern Europe	Danske Bank, Research-Team
25	Feb	2009	Caffè Latte	FOMC: No news from Bernanke	Peter Andersen
25	Feb	2009	Caffè Latte	FX - Buy USD/CHF spot as an attractive way of positioning for a fall in EUR/USD	Arne Rasmussen
24	Feb	2009	Beans	Daily Forex Report	Per-Erik Karlsson
24	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
24	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
23	Feb	2009	Cappuccino	Curr€nc¥ Current$: Dodd Dollar Dump	Jack Crooks
23	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
23	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
21	Feb	2009	Cappuccino	Gold vs. Euros: 7-Year No-Brainer Finished?	Adrian Ash
21	Feb	2009	Cappuccino	Curr€nc¥ Current$: Are we getting close?	Jack Crooks
21	Feb	2009	Caffè Latte	FOMC: moving closer to an inflation target	Signe Roed-Frederiksen
21	Feb	2009	Caffè Latte	Euroland: PMI weaker than expected	Allan von Mehren
21	Feb	2009	Caffè Latte	USA: Inflation has not disappeared	Peter Andersen
21	Feb	2009	Caffè Latte	UK: BoE not going to zero - but will print money	Allan von Mehren
21	Feb	2009	Caffè Latte	USA: Obama's housing plan	Signe Roed-Frederiksen
20	Feb	2009	Beans	Short-term extension of EUR/DKK via forward agreement	Pedersen & Varming
20	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
20	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
19	Feb	2009	Cappuccino	Curr€nc¥ Current$: Close but no cigar	Jack Crooks
19	Feb	2009	Cappuccino	Gold Amid Inflation & Deflation	Adrian Ash
19	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
19	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
18	Feb	2009	Cappuccino	Curr€nc¥ Current$: Gold and the dollar moving together—a story to fit the facts	Jack Crooks
18	Feb	2009	Caffè Latte	USD - December TIC Data	Kaspar Kirkegaard
18	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
18	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
17	Feb	2009	Cappuccino	Curr€nc¥ Current$: Here’s to Hoping on China ...	John R. Crooks III
17	Feb	2009	Caffè Latte	IMM positioning: Yen weakens and net long JPY positions are reduced	Kaspar Kirkegaard
17	Feb	2009	Caffè Latte	Japan: GDP plunge on drop in exports	Flemming Nielsen
17	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
17	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
17	Feb	2009	Caffè Latte	Weekly Focus 8	Danske Bank, Research-Team
16	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
16	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
13	Feb	2009	Caffè Latte	ECB pulling short bond yields down	Jesper Fischer-Nielsen
13	Feb	2009	Caffè Latte	Euroland: ECB expected to reach 1% by summer	Allan von Mehren
13	Feb	2009	Caffè Latte	USA: Retail sales offers a glimmer of light	Signe Roed-Frederiksen
13	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
13	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
12	Feb	2009	Cappuccino	Curr€nc¥ Current$: Looking for silver bullets…	Jack Crooks
12	Feb	2009	Beans	Investment Case	Morten Lykke Pedersen
12	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
12	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
11	Feb	2009	Cappuccino	The Long-Run Value of Gold, Part III	Adrian Ash
11	Feb	2009	Caffè Latte	Euroland: Weber confirms shift in ECB focus	Allan von Mehren
11	Feb	2009	Caffè Latte	US: A united rescue effort, but short on detail	Signe Roed-Frederiksen
11	Feb	2009	Caffè Latte	China: Exports not as bad as they might first appear	Flemming Nielsen
11	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
11	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
10	Feb	2009	Cappuccino	Curr€nc¥ Current$: Physical vs. Paper: And the Winner Is ...	John R. Crooks III
10	Feb	2009	Caffè Latte	China: Inflation to temporarily enter deflationary territory	Flemming Nielsen
10	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
10	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
10	Feb	2009	Caffè Latte	FX Update Week 7	Sverre Holbek
09	Feb	2009	Cappuccino	What Iggy Pop Says About the Financial Crisis	Adrian Ash
09	Feb	2009	Cappuccino	Curr€nc¥ Current$: Risk Appetite Returning on Stimulus Hopes – Dollar Correction?	Jack Crooks
09	Feb	2009	Caffè Latte	USA: Labour market continues its freefall	Signe Roed-Frederiksen
09	Feb	2009	Caffè Latte	IMM positioning: Speculative long JPY positions at highest since just after the Bear Stearns rescue	Kaspar Kirkegaard
09	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
07	Feb	2009	Cappuccino	Curr€nc¥ Current$: We are going with Fischer on this one!	Jack Crooks
06	Feb	2009	Caffè Latte	China: Signs of the economy bottoming out	Flemming Nielsen
06	Feb	2009	Caffè Latte	Euroland: ECB keeps door open for further easing	Allan von Mehren
06	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
06	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
06	Feb	2009	Caffè Latte	FX - EUR/USD: Reserve balancing by Russia likely to add downside pressure on EUR/USD	Kaspar Kirkegaard
06	Feb	2009	Caffè Latte	Commodities - Signs of improving demand - but huge stocks	Arne Rasmussen
05	Feb	2009	Cappuccino	Currency Crisis: First Sterling, Now the Euro, and Then...?	Adrian Ash
05	Feb	2009	Cappuccino	Curr€nc¥ Current$: Blackmont Stomps on Buy-and-Hold; Mixed Rate Decisions in Europe	John R. Crooks III
05	Feb	2009	Beans	3-month targets on FX	Lone Olesen
05	Feb	2009	Caffè Latte	US: Bond bear market, but watch the Fed	Peter Andersen
05	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
05	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
05	Feb	2009	Caffè Latte	FX - Every one soon or late comes round by Rome*	Danske Bank, Research-Team
04	Feb	2009	Caffè Latte	USA: Further tightening but at a slower pace	Signe Roed-Frederiksen
04	Feb	2009	Caffè Latte	ECB Preview: a non-event in sight	Søren Dijohn
04	Feb	2009	Cappuccino	The Long-Run Value of Gold, Part II	Adrian Ash
04	Feb	2009	Caffè Latte	FX Update : Week 6	Danske Bank, Research-Team
04	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
04	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
03	Feb	2009	Cappuccino	Curr€nc¥ Current$: Reserve Bank of Australia Cuts	John R. Crooks III
03	Feb	2009	Caffè Latte	USA: ISM recovery on track	Peter Andersen
03	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
03	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
03	Feb	2009	Caffè Latte	IMM positioning: Short CHF positions are built further, following verbal intervention by the SNB	Kaspar Kirkegaard
03	Feb	2009	Caffè Latte	Euroland: Financial downgrading and monetary policy asymmetries	Søren Dijohn
02	Feb	2009	Caffè Latte	Weekly Focus 6	Danske Bank, Research-Team
02	Feb	2009	Caffè Latte	US: Private domestic demand plunges	Signe Roed-Frederiksen
02	Feb	2009	Espresso	CD Market Drivers	Casper Andersen
02	Feb	2009	Beans	FX Market Drivers	Pedersen & Varming
02	Feb	2009	Caffè Latte	Weekly Credit Update	Henrik Arnt
January
30	Jan	2009	Cappuccino	Curr€nc¥ Current$: ChartView: Commodity road to 2001?	Jack Crooks
30	Jan	2009	Cappuccino	CD Market Drivers	Casper Andersen
30	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
30	Jan	2009	Caffè Latte	FOMC: Ready to scale up purchases	Peter Andersen
30	Jan	2009	Caffè Latte	US manufacturing recovery ahead	Peter Andersen
29	Jan	2009	Cappuccino	Curr€nc¥ Current$: Scratching Our Heads on Stimulus; Plus, Sounding-Off on Wen at Davos!	Jack Crooks
29	Jan	2009	Cappuccino	The Real Long-Run Value of Gold, Part I	Adrian Ash
29	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
29	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
28	Jan	2009	Cappuccino	Curr€nc¥ Current$: Bailout fatigue! Gold anyone?	Jack Crooks
28	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
28	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
28	Jan	2009	Caffè Latte	US: How much bang for the Obama buck?	Peter Andersen
28	Jan	2009	Caffè Latte	Euroland: Ifo rebound - This is not the end	Søren Dijohn
27	Jan	2009	Cappuccino	Curr€nc¥ Current$: The Market Process Lives!	John R. Crooks III
27	Jan	2009	Beans	Short-term extension of EUR/DKK via forward agreement	Morten Lykke Pedersen
27	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
27	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
27	Jan	2009	Caffè Latte	FOMC: Preview of policy meeting	Peter Andersen
27	Jan	2009	Caffè Latte	FX - EUR/CHF: Three scenarios for 2009	Kaspar Kirkegaard
27	Jan	2009	Caffè Latte	IMM positioning: Speculative investors remain long JPY and short GBP	Kaspar Kirkegaard
26	Jan	2009	Cappuccino	Curr€nc¥ Current$: New High in Gold and a GBP Rogers rally?	Jack Crooks
26	Jan	2009	Cappuccino	CD Market Drivers	Casper Andersen
26	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
26	Jan	2009	Caffè Latte	US: Manufacturing recovery ahead	Peter Andersen
26	Jan	2009	Caffè Latte	Euroland: PMI stabilisation a chink of light in the gloom	Søren Dijohn
26	Jan	2009	Caffè Latte	Weekly Focus 5	Danske Bank, Research-Team
26	Jan	2009	Caffè Latte	Weekly Credit Update	Henrik Arnt
24	Jan	2009	Cappuccino	Broke	Adrian Ash
23	Jan	2009	Cappuccino	Curr€nc¥ Current$: Friday Hodgepodge!	Jack Crooks
23	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
23	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
22	Jan	2009	Cappuccino	Curr€nc¥ Current$: Global Economic Pressures Sneaking Back Into the Driver’s Seat?	John R. Crooks III
22	Jan	2009	Caffè Latte	Japan: BoJ fears a return to deflation	Flemming Nielsen
22	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
22	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
21	Jan	2009	Cappuccino	Waiting for Gono	Adrian Ash
21	Jan	2009	Cappuccino	Curr€nc¥ Current$: A Little Rant on Coronation Day 2!	Jack Crooks
21	Jan	2009	Caffè Latte	FX - Imbalances on the agenda	Danske Bank, Research-Team
21	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
21	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
21	Jan	2009	Caffè Latte	FX Update : Week 4	Danske Bank, Research-Team
20	Jan	2009	Cappuccino	Curr€nc¥ Current$: United Kingdom Needs a Savior Too	John R. Crooks III
20	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
20	Jan	2009	Caffè Latte	IMM positioning: Speculative investors added to EUR/USD shorts	Kaspar Kirkegaard
20	Jan	2009	Caffè Latte	Weekly Credit Update	Henrik Arnt
19	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
19	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
18	Jan	2009	Caffè Latte	US: Inflation moderates further	Peter Andersen
18	Jan	2009	Caffè Latte	USD: November TIC data	Kaspar Kirkegaard
18	Jan	2009	Caffè Latte	Limited scope for further yield falls	Signe Roed-Frederiksen
18	Jan	2009	Caffè Latte	FX - Euro going weaker - Scandies going stronger	Danske Bank, Research-Team
18	Jan	2009	Caffè Latte	Weekly Focus 4	Danske Bank, Research-Team
17	Jan	2009	Cappuccino	Saving & Spending (with no apologies whatsoever to John Maynard Keynes)	Adrian Ash
16	Jan	2009	Cappuccino	Curr€nc¥ Current$: Isn’t it always the case?	Jack Crooks
16	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
16	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
16	Jan	2009	Caffè Latte	Euroland: ECB doing its job - delivers 50 bp cut	Søren Dijohn
15	Jan	2009	Cappuccino	Curr€nc¥ Current$: ECB Cuts 50 BPs ... Plus Key Levels on EURUSD	John R. Crooks III
15	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
15	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
14	Jan	2009	Cappuccino	The "Truth" About the Gold Market Today	Adrian Ash
14	Jan	2009	Caffè Latte	ECB Preview: Easing policy further	Søren Dijohn
14	Jan	2009	Caffè Latte	USA: Extremely weak December retail sales	Peter Andersen
14	Jan	2009	Cappuccino	Curr€nc¥ Current$: ECB Looms and ERM risks rise!	Jack Crooks
14	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
14	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
13	Jan	2009	Cappuccino	Curr€nc¥ Current$: Is This Really How It Is?	John R. Crooks III
13	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
13	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
13	Jan	2009	Caffè Latte	FX Market Update - week 3	Sverre Holbek
12	Jan	2009	Cappuccino	Curr€nc¥ Current$: Gold not shining lately...hmmm	Jack Crooks
12	Jan	2009	Beans	Daily Forex Report	Per-Erik Karlsson
12	Jan	2009	Caffè Latte	IMM positioning: Large FX movements, but the first IMM data of 2009 show almost no changes to speculative positions	Kaspar Kirkegaard
12	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
12	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
11	Jan	2009	Caffè Latte	USA: Another grim payrolls report	Peter Andersen
11	Jan	2009	Caffè Latte	Euroland: German industry in free fall	Søren Dijohn
11	Jan	2009	Caffè Latte	Weekly Focus 2/09	Danske Bank, Research-Team
11	Jan	2009	Cappuccino	Gordon Brown's Gold Sales, 10 Years On	Adrian Ash
09	Jan	2009	Cappuccino	Curr€nc¥ Current$: Comment Hodgepodge	Jack Crooks
09	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
09	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
08	Jan	2009	Cappuccino	Curr€nc¥ Current$: Keeping an Eye on GBP after the BOE	John R. Crooks III
08	Jan	2009	Caffè Latte	FX - Looking into the crystal ball	Danske Bank, Research-Team
08	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
08	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
08	Jan	2009	Caffè Latte	From demand weakness to supply destruction	Arne Rasmussen
07	Jan	2009	Cappuccino	Your Country Needs You!	Adrian Ash
07	Jan	2009	Caffè Latte	FOMC: More quantitative easing ahead	Peter Andersen
07	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
07	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
07	Jan	2009	Caffè Latte	FX Update	Danske Bank, Research-Team
06	Jan	2009	Cappuccino	Curr€nc¥ Current$: Stocks AND Dollar to Rally in the First Half? Keep Hope Alive	John R. Crooks III
06	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
06	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
06	Jan	2009	Cappuccino	A Whole Lot of Quantité Going On	Adrian Ash
05	Jan	2009	Cappuccino	Curr€nc¥ Current$: We’re Bullish on the US Dollar Today ... and Tomorrow!	Jack Crooks
05	Jan	2009	Caffè Latte	News and markets over Christmas holiday	Allan von Mehren
05	Jan	2009	Espresso	CD Market Drivers	Casper Andersen
05	Jan	2009	Beans	FX Market Drivers	Pedersen & Varming
02	Jan	2009	Caffè Latte	FX - EUR/GBP: To parity or not to parity?	John Hydeskov
02	Jan	2009	Caffè Latte	Japan: Sharpest-ever drop in industrial activity	Flemming Nielsen
02	Jan	2009	Caffè Latte	China: Manufacturing PMI recovers slightly in December	Flemming Nielsen
02	Jan	2009	Espresso	CD Market Drivers	Casper Andersen