Blogs about: Bond Markets
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Daily Comment - 31st December 2009: China on Steroids, Japan on Hallucinogens
Macro China on steroids …it’s a really trendy thing in some of the US hedge funds guys, in the past month to start talking about China being a bubble, I find it hilarious! At some stage China could be… more →
The International Perspective
Daily Comment - 31st December 2009: China on Steroids, Japan on Hallucinogens
wrote 2 days ago: Macro China on steroids …it’s a really trendy thing in some of the US hedge funds guys, in the past … more →
Daily Comment - 18th December 2009: 2010 and Beyond...
wrote 2 weeks ago: Macro 2010 and Beyond… It’s that time of year again. When all strategists, economists, investors and … more →
Daily Comment - 9th December 2009: Ghetto Fabulous Economy
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wrote 3 weeks ago: Macro Ghetto Fabulous Economy I love the dough More than you know Gotta let it show I love the dough … more →
Ratings Concerns Hit Euro
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wrote 3 weeks ago: Post payrolls euphoria has faded quickly this week. Fed Chairman Bernanke’s cautious comments about … more →
Post US Jobs Data FX Outlook
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wrote 3 weeks ago: The massive upside surprise to US payrolls could prove to be a significant indicator for the USDs fo … more →
Daily Comment - 26th November 2009: The Real War on Terror
wrote 1 month ago: Macro The Real War on Terror Message from the Fed to the W-Shaped Evil-doers and Devilish Deflation- … more →
Daily Comment - 25th November 2009: China-Bashers, Believe What You Want to Believe
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wrote 1 month ago: Macro China-Bashers, Believe What You Want to Believe In his recent comment: The Truth Behind China … more →
Daily Comment - 9th November 2009: Debt-Addicted Consumer-Cultures Can Resist Everything... Except Temptation
wrote 1 month ago: Macro Debt-Addicted Consumer-Cultures Can Resist Everything… Except Temptation Today, I’m goin … more →
Daily Comment - 29th October 2009: Why is the Dollar Falling, Part 3 - The Bastardized Fabric of an Economic Emperor
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wrote 2 months ago: Macro Why is the Dollar Falling, Part 3 – The Bastardized Fabric of an Economic Emperor Let’s … more →
Contemplating Rate Hikes
wrote 2 months ago: The market mood has definitely soured and risk appetite has faltered. This is good for the USD but … more →
Daily Comment - 20th October 2009: The West does not yet have the immune system for Japan’s Deflationary Disease
wrote 2 months ago: Macro The West does not yet have the immune system for Japan’s Deflationary Disease I’ve spent the l … more →
The best funding currency
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wrote 3 months ago: The dollar was beaten up over the past week, finally breaking through some key levels against many m … more →
Contrasting messages from bonds, gold and equities
wrote 3 months ago: There is an interesting divergence developing between bond yields, gold prices and the trend in equi … more →
Addicted to the medicine
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wrote 3 months ago: It comes as a relief to markets that G20 officials have agreed it is too early to begin withdrawing … more →
FUND VIEW - Morgan Stanley favours Indian drug firms, shuns banks (2)
wrote 4 months ago: He said the U.S. generics market, the world’s biggest, will double in size to about $100 billi … more →
More on the CIT conundrum
wrote 5 months ago: By Jon Castle, CFP®, ChFC® It is with a definite sense of relief that we welcome the news that CIT h … more →
China's flows still aiding the US dollar
wrote 5 months ago: Data earlier this week revealed that China’s foreign exchange reserves topped $2 trillion at the end … more →
What the G8 communiqué didn’t say
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wrote 6 months ago: There was a stark contrast between the outcome of the weekend’s G8 meeting in Lecce, Italy, and Apri … more →
Backing the dollar
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wrote 7 months ago: There has been no let up in the bullish tone to markets over recent weeks. Optimism is dominating. M … more →
