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- Minutes of the Federal Open Market Committee, April 24-25, 2012 May 16, 2012
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Currencies Archive
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Euro joins the exodus , by Bill Chippas
Posted on May 7, 2011 | No CommentsThe Euro, Europe’s fiat currency joined the exodus of recent high flying, high leveraged asset themes and investments last week. -
Video: Investors Storm to liquidate holdings in Silver et al
Posted on May 6, 2011 | No CommentsOn Thursday May 5th-2011 the U.S dollar strengthened 2 percent versus the euro while treasuries jumped as investors stood in line to get out of the way of the brewing storm to liquidate holdings in silver, Gold, Crude Oil and a host of commodities. -
The Caine Mutiny (Part 2) by Bill Gross, PIMCO
Posted on May 3, 2011 | 1 CommentThe Treasury market is on a collision course with financial repression. -
THE FUTURE OF THE INTERNATIONAL MONETARY SYSTEM (IMS) by Jim O’Neill
Posted on April 3, 2011 | 1 CommentLast Thursday in Nanjing China, a seminar was held to discuss the International Monetary System (IMS) and its future. It was organized under the French Presidency of the G20. I was kindly invited to participate, along with a number of academics, most G20 participants and their advisors. -
Andrew Balls Discusses PIMCO’s European Cyclical Outlook
Posted on March 31, 2011 | No Comments•Europe’s outlook hinges on limiting contagion from the most troubled peripheral countries. •The European Central Bank has signaled its intentions to start tightening, which could complicate the outlook for the more distressed countries. •We think the Bank of England will begin to tighten rates over the summer. The UK outlook depends on the impact of fiscal tightening. -
EMU CREEPS FORWARD BUT IT IS OVERSHADOWED ANYHOW by Jim O’Neill
Posted on March 28, 2011 | No CommentsThe much-awaited March meetings of Euro zone leaders came and went Friday. In theory, they have announced a new strengthened European Monetary Union (EMU) for the markets to contemplate. Before March and before the Egypt revolt, EMU was expected to be the main issue for not just European financial markets, but also perhaps global markets given the seemingly increasingly inter-connectivity of markets. In the event, many factors have caused the meetings to become somewhat of a sideshow, including a couple from Europe. -
China’s Monetary Policy by Anthony Chan
Posted on March 27, 2011 | 1 CommentChina’s autocratic capitalist system tends to be effective in controlling economic cycles. Its monetary management, however, may be facing a problem that extends beyond the current cycle: put bluntly, we are no longer sure that it is sustainable. -
Commodity INVESTMENT OUTLOOK by Robert Hyman, Jefferies Asset Management
Posted on March 23, 2011 | No CommentsMost investors understand that commodity prices denominated in US Dollars tend to fluctuate inversely to the value of the currency. This is because many of the principally traded commodities, including oil, gold, and grains, are priced in Dollars. All other factors being equal, if the Dollar is down, commodity prices will likely be higher and vice versa. In an increasingly aware global economy, producers, consumers, and investors have readily embraced this “fact of life” into their financial lexicon. -
Japan and the Yen By Jim O’Neill
Posted on March 16, 2011 | No Comments"At this stage, it remains impossible to really judge confidently the scale of the damage from the earthquake in Japan and the tsunami that followed. The Japanese Prime Minister described the situation as the biggest challenge facing the nation since WW2. My thoughts are... " -
Opportunities Still Abound in Sterling Credit Markets
Posted on March 15, 2011 | No CommentsAs the U.K. government attempts to shrink the country’s debt burden, investors are concerned that a new age of austerity will conspire to significantly affect opportunities in the sterling credit market. But the largely global nature of the U.K. sterling credit market means you can select companies that are not directly exposed to the U.K. economy while capitalizing on value opportunities in select sectors and names that offer attractive valuations relative to the euro and dollar markets.
