Borrowed Time

Featuring Alejandro Reyes

The Rainmaker is back with an update on the US dollar breakout, how the Treasury curve could invert, and ways to play the coming supply shortage in oil. He also previews the Fed meeting this week and the latest developments in the currency war.

Published on
18 March, 2015
Topic
Positioning, Sentiment, US Economy
Duration
16 minutes
Asset class
Bonds/Rates/Credit, Currencies, Equities
Rating
15

Comments

  • IK

    Ian K.

    24 3 2015 02:36

    0       0

    Also agree that oil data, especially re: storage, needs work. Suspect a $39 print has more to do with demand than storage.

  • IK

    Ian K.

    24 3 2015 02:35

    1       0

    Why do stocks go up when data is bad? Because bad data increases odds of delayed rate hike or QE4. Perverse but isn't that the logic?

  • BH

    Blair H.

    23 3 2015 20:59

    0       0

    you need more work on your oil data. otherwise good video

  • cr

    chris r.

    20 3 2015 19:58

    0       0

    You seemed a little nervous in your first video, but you're starting to get comfortable. I hope you continue to do so, because your analysis has been fantastic.

  • CP

    Charlie P.

    19 3 2015 16:50

    1       0

    Love these segments

  • WB

    William B.

    19 3 2015 06:01

    1       0

    Always great!

  • AB

    Alain B.

    19 3 2015 04:08

    2       0

    Good call Rainmaker, "I expect the Fed to hit the brake and pause for a while", only real option Yellen had today (Wednesday).

  • jd

    john d.

    18 3 2015 21:12

    15       2

    In a currency war isn't the goal to have the lowest currency, thus exporting deflation and increasing competitiveness? Thus isn't the USD presently "losing" the war not winning as per RM quote?

  • TJ

    Terry J.

    18 3 2015 17:10

    1       0

    Concise and most interesting as always from the Rainmaker whose insights are always very persuasive

  • PT

    Philip T.

    18 3 2015 15:03

    4       0

    I love this guy! Simple, straight forward, logical. We're all up against a brick wall. Better duck when the shootin' starts.

  • DC

    Dale C.

    18 3 2015 14:57

    4       0

    Another great presentation. If you have not already done so check out his newsletter. Good stuff.

  • TM

    The-First-James M.

    18 3 2015 14:17

    3       0

    Outstanding summary of where we are and where we may well be going. Thanks so much for this.

  • KD

    Kris D.

    18 3 2015 13:41

    1       0

    it sure looks it is going to rain, Rainmaker. Thx!