Forex Trade Talk 11:00 GMT 6 February 2012

Trade Talk: What's Moving Markets continuous on Forex Forum Key Items: CA- Ivey PMI.
Once again Greek budget negotiations are on a knife's edge. The latest word is that negotiations with coalition partners do not have a deadline? Apparently the government needs funds by February 15. We will see. There is considerable domestic opposition to additional budget cuts.
U.S. January jobs growth released on Friday of 246K.was well in excess of the +150K expected. Furthermore, the underlying data were solid as well. Unseasonably warm winter weather may have impacted the data.
This is a relatively quiet week for U.S. economic data.
Some feel that recent U.S. data might impact Fed policy over time if the improvement in the economy is sustained. 
End of fiscal year Japanese life insurance investment adjustment activity coming into focus? 
Check the Forex Forum over the day for an updated and ongoing discussion of current trading themes in the MARKET CHATTER continuous discussion thread.
Forex pairs vs 2-yr note spreads
Some traders focus intently on the Japan vs. U.S. 2-yr note spread (only the U.S. 2-yr moves much).
COMMODITIES and Commodity Currencies

Click on Chart to Enlarge
EQUITIES & INTEREST RATES
Bonds are a counter to risk trades because risk investments must be financed. When the cost of money moves up (higher interest rates), the return and allure of risk trades such as equities falls. 
See ECONOMIC CALENDAR for a complete list of future forex market events and consensus data estimates. Go to the forex forum for up-to-date market developments and technical trading ideas.
John M. Bland is an author and co-founder and partner of Global-View.com. Prior to Global-View.com, he was a forex trader and a private-label forex analyst for a top Fed watching service in NYC. He has been a corporate forex advisor and also worked in international liability management for a major N.Y. money center bank. John holds an MBA from the University of California at Berkeley and a B.A. in International Economics from that school.
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