Showing posts with label DOLLAR. Show all posts
Showing posts with label DOLLAR. Show all posts

Monday, October 25, 2010

DOLLAR POT BLACK

By Annaly Capital Management

We attended a conference this week organized by the Grant, interest rate observer which is always a mixture of long and short and macroeconomic observations upside and lower investment ideas.This was no different, although if a theme could be gathered from it, this theme would be frustrated at how decision-makers nearing the global currencies and currency étrangères.La quote that resonated as cold in the face by Frank Byrd Fielder research and management, who recalled the assembled system "" we have never been here before - a global currency fiat zero diet linked to interest rates. ""

That we listened we returned to our blog post from last Friday , who examined the value of gold insurance inflationary worldwide.The facts on the ground are the dollar appears to lose its power purchase prices the market from the perspective of purchases of goods on a large scale by the Federal Reserve.All other things being equal, if does not change the capacity of the economy (such as United States) or supply of a product (such as gold), but the number of dollars develops, in this economy or commodity prices will rise $ .c ' is why rising gold, copper and actions, that what we expect generally. $below award draw us these assets in dollars and euros for their impressive rallies in September/October, as pink inflation expectations and the value of the dollar has fallen.

However is decreasing in euro terms.

The historic and famous rally in equities has been cleared.

Dr. copper semblance prognosis distributed to future growth increase is also flattened.

Transactions denominated in dollars the price that we saw in these assets since the beginning of September was less economic growth expected future real that there are potential future inflation a flood of newly printed dollars investor compensation. What happens to price risk assets if materialize this future inflation expected to raise the level of nominal price is interesting to consider question.

——————————————————————————————————————————————————

The contents of this site is provided as general information only and should not be construed as investment advice.All content on the site should not be interpreted as a recommendation to buy or sell any security or financial product, or participate in any particular strategy of trade or investment.The ideas expressed on this site are solely the opinions of the authors and do not necessarily represent the views of the companies affiliated to the author (s).The opinions of all the guest authors or contributors and will differ from those of m. Roche.These opinions do not necessarily represent the views or Mr. Roche.Les authors investment decisions can or may not have a position in any security referenced herein are or may not ask to do business with one another or companies referred to by this site Web.Toute action you take information and analysis on this site is your responsabilité.Consultez ultimately your advisor placement before taking an investment decision.

A short note on the comments-the increase in users of recent months has led to increased improductifs.Tout user who engages in the use of racial epithets or uses the comment section as a place to insult other users is prohibited on the comments section site.La feedback is welcome to all readers interested in relevant questions and engage in a thoughtful, intelligent discussion and brief productive.En, just be agréable.Merci.

Post footer automatically generated by The Plugin add footer post for wordpress.

This entry transmitted via the service for full-text RSS - if this is your content and you read on someone to another site, please read our FAQ page fivefilters.org/content-only/faq.php
Article five filters features: After Hiroshima - non-rapport Cancer Catastrophe of Fallujah.


View the original article here

Tuesday, October 19, 2010

CATALYSTS FOR A REVERSAL OF THE U.S. DOLLAR

By Rohan in the journal data

Markets Exchange are prone to over enthusiasm.Fasting stimulated, big volume of commerce offers accelerated crédibles.Un catchy concept ideas incubator can collect quickly for a term of life of its own - escape the bounds of the interbank market and take a feeling in extreme conditions.

The $ US is the focal point of the last whim of sweeping the financial landscape - flaming QE2 immolation self-esteem américaine.Les economy signs are that this idea approaching date given consommation.étant trade risk has been feeding off the coast of the weakness of the US$, think we can expect any tracing work its way through products, emerging markets, credit spreads and, finally, actions. ?

?This sign?

Commitments of Traders reports last week had the futures markets to place historically was a prerequisite for a reversal of trend .c ' is a bit incongruous in the context that we are looking for extreme positions, but the futures markets are a mere drop in the ocean against the FX market sale libre.Nous will be looking to see if large marketers continue to sell the $ US or starting positions long building. Recent history suggests that they have the form by calling the turn. (Map of Finviz)

Measures of sense - as the Traders specified narrative last week (you can find the chart here) - feeling Daily index developed by trade - future .com is plumbing new depths which indicate the market is extreme in their views, if positions.

November meeting were held – the event trigger over anticipated infiltrates more près.Bernanke and his chums are in a corner of EQ with reasonable dimensions than any what they whisper will fail to meet the hype. In this context, it is interesting to consider the recent collapse in volatility equity seems to be the result of punters the upside sales - rather that purchase. Call option-doped volume then even as the VIX dropped back to 20.

Political imperative - enter stage left Timothy Geithner (here) suggesting that administration will argue the value of the dollar in the short term.No politician worthy of its name is openly support the "currency wars '-especially when he shared the same plate marinated Ginger (G-20 website here)."

——————————————————————————————————————————————————

The contents of this site is provided as general information only and should not be construed as investment advice.All content on the site should not be interpreted as a recommendation to buy or sell any security or financial product, or participate in any particular strategy of trade or investment.The ideas expressed on this site are solely the opinions of the authors and do not necessarily represent the views of the companies affiliated to the author (s).The opinions of the authors of the guest or contributors and will differ from those of Mr. Roche.Ces views do not necessarily represent views or Mr. Roche.Les authors investment decisions can or may not have a position in any security referenced herein are or may not ask to do business with one another or companies referred to by this site Web.Toute action you take information and analysis on this site is your responsabilité.Consultez ultimately your advisor placement before taking an investment decision.

A short note on the comments-the increase in users of recent months has led to increased improductifs.Tout user who engages in the use of racial epithets or uses the comment section as a place to insult other users is prohibited on the comments section site.La feedback is welcome to all readers interested in relevant questions and engage in a thoughtful, intelligent discussion and brief productive.En, just be agréable.Merci.

Post footer automatically generated by The Plugin add footer post for wordpress.

This entry transmitted via the service for full-text RSS - if this is your content and you read on someone to another site, please read our FAQ page fivefilters.org/content-only/faq.php
Article five filters features: After Hiroshima - non-rapport Cancer Catastrophe of Fallujah.


View the original article here