May 4, 2015
Watch out for how in the U.S., but also in most of other important places, rates behave (volatility) and in what direction they move because their behavior as well as their direction will tell you most of the story.
May 1, 2015
In context of the recent cooling of the dollar’s strength while keeping in mind the dollar had come too far too quickly, I hereby give my rationale why I personally remain positive on the dollar over the median to long-term, because of a multiple of reasons.
Apr 29, 2015
While there is no doubt the FED will hold steady, there is also little doubt the Fed being deterred from starting raising its Fed funds rate later this year for the very simple reason U.S. growth, employment and inflation all will rise from current levels.
Apr 27, 2015
Yes, markets are playing a big game on thin ice, which could go on for quite some time, and of which literally nobody knows for how long. There is no doubt at some time that thin ice will break, that’s for sure.
Apr 24, 2015
Anyway, as things stand today: “We’re not in a capital constrained world; we’re in a demand constrained world,” and that’s not a balanced situation.
Apr 22, 2015
Well, uncertainty is everywhere while the U.S. still remains by far the best house in a bad neighborhood.
Apr 20, 2015
Let’s not fool ourselves. There is no more good solution for Greece on the table. Be it a “temporary exit from the euro area” or a full Grexit; or help from Russia and/or China; or whatever, which includes "tricks", to me it’s very simple: “You can’t make today’s Greek elephant fly!”
Apr 17, 2015
In case the overall employment situation continues to evolve as it does at present, there is no doubt this will result in further wage pressures.