2015 Preview for currencies & commodities: the Fed hike, EZ QE, slippery oil, UK politics, Big in Japan, AUD down under, Loonie blues and Gold – Market Movers #31

An exciting 2014 has ended and we have a packed show previewing the currencies and commodities in 2015: when will the Fed hike and how will the dollar react? How low can the euro go? Can it bounce back? And the same question goes for oil? For the pound, politics play a particularly important part, and for the yen, this is true as well. Commodity currencies could see different paths and perhaps gold could pick a new direction.

Welcome to a new episode of Market Movers, presented by Lior Cohen of Trading NRG and Yohay Elam of Forex Crunch.You are welcome to listen, subscribe and provide feedback.

Listen to the podcast here:

The topics:

  1. Dollar dominance to continue?: The greenback enjoyed a nice ride on hike expectations. Will it really happen? Where will rates end the year? And does this guarantee a sustained dollar ride? We discuss it all.
  2. Single currency loneliness: It all went wrong for the single currency. Is there light at the end of the tunnel? That light might be a train running over the single currency, but perhaps the bottom is not that far off. We analyze the euro pendulum.
  3. Oil prices: Definitely a big story in 2014 for Russia, the US and EZ deflation. How low can black gold go? When will it self correct?
  4. Pound to the polls: The BOE is independent of political considerations. Really? We explain how politics could play a direct role in the direction of the pound, and indirectly via BOE policy.
  5. Abenomics++: The Japanese PM has already sent the yen tumbling and this may not be the end just yet. The government and the BOJ are set to keep pushing. Can it get out of control?
  6. Aussie down under: Is China engineering the slowdown? Or is it all gone wrong? The answer probably doesn’t mater too much for the Aussie. The currency down under could, well, go even lower.
  7. Loonie blues: CAD suffered from falling oil prices, but is it all that bad? We discuss the forces moving this often overlooked currency.
  8. Gold: Contrary to other assets, this precious metal saw stability in 2014. This cannot last too long.

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Yohay and Lior hold no positions on any of the stocks and financial instruments that were mentioned on the show. The podcast should be used for general information. This isn’t financial advice.