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The Case For and Against the Dollar |
Aug 14, 2008 |
We have been cautioning for some time that volatility in the currency markets may increase further, even from the elevated levels of the past year. Nonetheless, violent market action is nerve rattling, even to seasoned investors.
An uptick in volatility tends to be associated with an unwinding of leveraged positions. This is also the case this time, but the types of trades being unwound look very different from those just a few months ago when the "carry trade" was the talk of the day.
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Bernanke's Fed Cornered by Inflation |
Jun 17, 2008 |
‘The road to hell is paved with good intentions’ is a proverb coined centuries ago, but today’s Federal Reserve (Fed) should take note when it does its own coining.
Fed Chairman Ben Bernanke is in a tough spot; despite his best efforts to convince the markets of the opposite, he may well be the catalyst for substantially higher inflation as well as a substantially weaker dollar. What we are experiencing may be the beginning, not the end, of inflation.
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Why the Fed May Want Inflation |
May 05, 2008 |
We are now importing inflation. This does not only apply to the cost of commodities, such as oil, but also to consumer goods imported from Asia.
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What’s Up With Asian Currencies? |
Mar 25, 2008 |
With the U.S. dollar reaching new lows versus hard currencies, many are waiting for Asian currencies to catch up. Why hasn't this happened, and will it happen? The short answer is: it might, but be patient and don't bet your farm on it.
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