Trying to hear what's not being said
June 26, 2025 Leave a comment
The Euro is trading at a rare pricing extreme (according to my metrics and work) compared to the U.S. Dollar, seen for the 7th time in 25 years.
Inversely, the U.S. Dollar is at a monumental low against the EUR.
Europeans should be buying American assets, should they think their capital is either welcomed or will be treated well there…….
June 26, 2025
rob@karriasset.com.au
April 24, 2025 Leave a comment
Enough for the Euro, for now.
Here are the 5 moments over the past 10 years when the Euro has traded at particular extremes against the U.S. Dollar.
April 24, 2025
rob@karriasset.com.au
March 13, 2025 Leave a comment
#AUDEUR The Aussie Dollar is approaching its 8th moment over the past 25 years when it’s trading at extreme lows (across my various metrics) against the Euro.
And so Australian assets are also on sale in EUR terms.
Expect to see European private equity firms scouring through ASX listed securities.
March 13, 2025
rob@karriasset.com.au
January 23, 2025 Leave a comment
Here at the moments when Germany’s #DAX Index has registered a monthly overbought reading.
While there is more behind my analysis, this simple study suggests that those who allocate capital into #German equities might be dummkopf or perhaps foolish, if they haven’t got one foot out of the door.
January 23, 2025
rob@karriasset.com.au
December 11, 2024 Leave a comment
In real #currency news, the GBP/EUR looks like running up to the 1.2280 region, but its close enough as it approaches an interim extreme amidst a weak trend.
Time to sell British #Pounds and buy #Euro, in case you are buying an airplane from Airbus…..
Incidentally, the Euro’s weakness against the USD persists, even after it traded at an oversold extreme some 3 weeks ago. This downtrend is exhibiting strength.
December 11, 2024
rob@karriasset.com.au
June 30, 2023 Leave a comment
I think that the ‘fat part’ of the Euro advance against the Yen has been seen.
Today’s price is 157.26
Not to be relied on in isolation but this study below shows the percentages which EUR/JPY is trading above its 200 week moving average……and when combined some other studies, it increases the probability of my belief.
Beyond your standard FX trade (currency conversion) this also means European customers and buyers of Japanese parts, components and product should order and pay for their Japanese products ‘tout suite’.
They should be at their cheapest prices seen in the past 3 years, even when considering Japan’s inflation rate of a ‘mere’ 3.2%.
June 30, 2023
by Rob Zdravevski
Karri Asset Advisors
rob@karriaseet.com.au
September 12, 2022 Leave a comment
It is an appropriate and strategic moment for Australian Dollar importers and/or speculators to sell (a tranche of their intended or required) AUD and use it to either buy Euro (EUR), British Pounds (GBP) or Japanese Yen (JPY).
The (multi-timeframe) bullish trend for the AUD (against these currencies) remains intact as they register 5-7 year highs against these crosses.
It’s more perverse that the AUD is weak against the USD….and whilst it finds a floor, a rise in the AUD/USD (DXY is Overbought) will aide a few more percentages for an additional tranche of buying more EUR, GBP or JPY.
September 12, 2022
by Rob Zdravevski
rob@karriasset.com.au
November 25, 2021 Leave a comment
This week and today, we are also seeing an extreme in the U.S. Dollar (DXY) Index and as a result certain currencies are exhibiting notable weakness, which I think translate into an attractive buying opportunity.
My three strategic currency ideas are;
Sell USD and Buy EUR (current price is 1.1210)
– Once the Euro’s have been bought, I’m waiting for some specific stocks prices. Some on my list include SAP and ArcelorMittal.
Sell USD and Buy JPY (current price is 115.40)
– there are some Japanese equities on my buying list.
Sell USD and Buy SEK (currently 9.1130)
– Swedish equities have already rallied and benefitted from a weaker currency. The likes of Sandvik, Atlas Copco, Swedbank and Assa Abloy. The laggard is airline, SAS. This strategy is more applicable for those need to Buy Krona for corporate and business purposes.
The GBP (versus the USD) isn’t quite there. 1.3260 could be the place to buy Sterling.
November 25, 2021
by Rob Zdravevski
rob@karriasset.com.au
rob zdravevski's blog 