Looking at the Impact of Inflation Across Markets
We're in a period where there's a lot of stuff flying around regarding the future of the economy and the markets. One of the bigger concerns out there for investors and consumers alike is that the...
View ArticleOur Two Cents – Week of 7/5/11
While cookouts and fireworks were certainly on our mind last week here in the US, we still kept an eye on the news. Here’s our roundup of top stories that we’ve read in between all of the celebrations:...
View ArticleHere’s the Tricky Part: Challenges to Successful Forex Trading
Obviously, as with any other market, if you want to invest in currencies you need to do your analysis. In many ways, analysis of the Forex market is quite similar to that for government interest rates....
View ArticleProspects for USD/JPY looking forward
The yen is an enigma to many forex market participants. It doesn’t trade like the European currencies, nor does it move like the commodity currencies. Oftentimes, it trades against the dollar the...
View ArticleYou Scratch our Back… Why China’s Tax Cuts & Interest in Europe could...
It was hard to ignore the swells in yesterday’s U.S. stocks that took place in response to speculation of global policy makers’ possible plans for economic growth stimulation. However, the US wasn’t...
View ArticleWhy Gold is Such a Slug
Back in March I penned the post Gold is not glittering so much these days which made the case that gold was not performing very well and had some significant downside risk. With all of the risk...
View ArticleProspects for More Upside in Interest Rates
Bonds have been much talked about of late. Given the sharp rise in interest rates in recent weeks (60+ basis points from the low for the 10yr Note in early May), it’s pretty easy to understand why. The...
View ArticleThe flip-flopping USD/Interest Rate correlation
Aren’t rising US interest rates supposed to be good for the dollar? Given the way the greenback has been trading of late, traders are justified in being a bit confused on the subject. As the daily...
View ArticleTaking on those looking for Fed tapering to sink the USD
A few days ago, Mish took on some of the views of the US bond market – and by extension ways the currency market as well. Part of the discussion relates to some of the stuff I’ve written here in the...
View ArticleNo break in interest rate range following latest Fed taper
At the recent FOMC meeting we got another announcement from the Federal Reserve that it would again taper back again the amount of Treasury debt it was purchasing each month – the fourth such move. We...
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