Comments
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RSWhy complicate things...1st conclusion for Yellen to abstain from JHole is that its too close to Sep meeting and doesn't want to accidentally say/tip market, given data dependentce and w/o latest NFP
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RFFantastic as usual.
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NFBest explanation of the Druckenmiller gold move I've heard so far. Makes total sense. Druck is fearing either a currency war or concerted QE worldwide.
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ACAs H. Marks quotes, "there are 2 types of forecasters; those who are wrong and those who know they are wrong". I am starting to believe this guy is in the first category.
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DBThe Chinese CB doesn't own any Treasury bonds! Bonds, by definition are longer than 10 years to maturity. Hardly any of their paper is longer than 3 years, and for good reason.
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RAIf you want "out of the box" thinking backed up by well researched facts this guy is your man. I learn something new each time he is on. Thanks Grant and Roul.
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JMwhy would Yellen stay away to plan monetary policy changes with her colleagues away? And why is Bernanke's statement from a few yrs back now becoming new policy tool now? ike the gold idea though
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SB4% inflation would be a massive blow to the bond market.
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TJAwesome observations and insights from Alejandro. He has been so right on the liftoff hype and it would not surprise me if his latest Fed predictions are also spot on.
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spCurrency "reserves" are reserves because they provide firepower when it is needed. The chinese are not in love with treasuries as an investment idea
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MRalways a very interesting perspective
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MEIf you think the dollar will continue to rise, wouldn't you also assume that gold will continue to fall along with other commodities?
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DHIn the past week, I have been trying to make sense of much of what was discussed, but have been getting somewhat confused: this has helped me. I love watching The Rainmaker. Excellent More soon? :)
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KAI love this guy!
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CBInteresting call on gold miners. I expect the Fed meeting to be either a buy the rumor sell the news hike or else another delay. Either way, dollar down, gold up. Timing looks good.
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JDI'm seeing this directly in an ASX investment. Company has USD debt. Making regular quarterly payments but due to AUD falling the AUD denominated debt figure is going up !!
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CWInteresting topics here, especially the rate crawl suggestion for the Fed. Don;t fight over 25 bps, slow play the rise. The difference between the DXY and Trade Weighted Dollar Index was insightful.