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The consuming are falling in the US which is a indicator that the weakness in the housing market is making consumers to hold on to there money. The US growth is 2,3%, the lowest since April 2003. The battle between the slowing growth and the rising inflation is the worst scenario possible and this might send mixed signals to investors which might gives us unsteady movements the coming months.

The important issue in the coming month will me the core inflation that FED is focusing on for taking any further steps adjusting the interest.

Global Stockmarket

This part will consider regions as the US, Europe, the Nordic region, Eastern Europe, South America and Asia. A strong global growth have been moving almost all markets to good result for 2006 and below is quick overview of areas for the 2007.

Not a very strong week on the global stockmarket and the coming weeks might be weak for the market overall concerning the mixed signals in the macro statistics in the last weeks. FED will as well probably not cut interest any time soon which will keep the pressure on the US consumers.

Regarding raw materials copper is moving up and the downtrend where the copper coming of nearly 40% seems to have been coming to an end. China is back buying which is a good signal that this outbreak on the upside not is a false one.

This week the final numbers on the US trade deficit was coming out and was landing on 763 Billon dollars, the number speaks for itself. The fact is though that the numbers can help the US growth in the short run cause US products are getting cheaper and foreign products more expensive to purchase for the American people.

The housing market is still an important issue and the FED chief Ben Bernanke have been indicating that he sees some stabilization and this is and will be an subject to keep on looking into further on.

Europe and Japan is two regions that analyst hopes will take on some of the growth that US is loosing. I been mentioned Japan as an dark horse before and this week there where some figures to confirm that when the growth numbers for the fourth quarter was 4,8%, expected 3,8%.

Global Stockmarket

This part will consider regions as the US, Europe, the Nordic region, Eastern Europe, South America and Asia. A strong global growth have been moving almost all markets to good result for 2006 and below is quick overview of areas for the 2007.

Another positive week for the global market all over between 2-4% with Japan worth mentioning after strong growth figures in the last quarter 2006 helping

Currency

Not much movement for currencies of interest for this week, most emerging currencies have kept on to strengthen up against the Euro and the Dollar.

Weekly Marketletter (7) 2007-02-12

Goldilock seems to be a fact…or at least everyone hopes so. Speculations the last week have considered if the slowing US growth is a “mid-cycle correction” cycle where the stockmarket are driving forward during the slow down. The risk is of course that the slow down is getting to slow and move the economy into a recession.

The market is strong and are keep on moving up though there will be a bounce, it always comes, it is just a matter of time. There is difficult to foresee what will take the market down but speculations if the slow down is healthy or if it is a coming recession might be worth putting some money on.

The Michigan Confidence index was helping the market while coming in strongest in two years time which will help the market when it comes to consuming in the next quarter.

Global Stockmarket

This part will consider regions as the US, Europe, the Nordic region, Eastern Europe, South America and Asia. A strong global growth have been moving almost all markets to good result for 2006 and below is quick weekly overview of selected areas in 2007.

This weeks winner was China and the Eastern Europe region overall with an move between 2-4%.

Currency

The short interest in the US has been coming up in the last 12 month but seems at this point to take a pause. The signals from FED indicate that inflation are under control. Considering that the expectations on interest influence where money goes the bounce in the dollar we been seeing the first month of 2007 is just short term strength and the dollar will keep on coming off.

January is to an end and the stock market is keeping on moving up, why is that?

Mainly there is on the background of the surprisingly strong GDP growth in the fourth quarter where US as an example had a GDP growth of 3,5%, expected 3,0%. The strong growth combined with a low core inflation of 2,1%, close to FED:s goal of 2%. Strong growth combined with a low inflation, the market loves that. What worries is that the growth is holding up by private consumption, the company investments needs to come up to hold up the economic growth.

Housing market is another important issue has lately been moving on the downside in the US but is expecting to stabilize and some positivism has been showing.

The FED kept the interest on 5,25% on there meeting on the 31 January and was giving a brighter view of the economy growth and inflation. The ISM-Index though indicating that the economy will slow down as expected in the next couple of month.

Global Stockmarket

This part will consider regions as the US, Europe, the Nordic region, Eastern Europe, South America and Asia. A strong global growth have been moving almost all markets to good result for 2006 and below is quick overview of areas for the 2007.

Another strong week for the global market with Turkey, Singapore and Germany in the lead. If we take a look on the one month developments Eastern Europe followed by emerging markets as India and Latin America is in the lead. Considering specific segment New Energy has been sailing up as a winner in the first month of 2007.

The speculative trading on raw materials as Copper and Zinc has resulting in prices in a historical volatile price range. The prices have at this stage coming back but there seems to be temporarily when the shortage of raw materials, to keep for example China and other emerging regions going, just won’t go away.

Currency

The short interest in the US has been coming up in the last 12 month but seems at this point to take a pause. The signals from FED indicate that inflation are under control. Considering that the expectations on interest influence where money goes the bounce in the dollar we been seeing the first month of 2007 is just short term strength and the dollar will keep on coming off.