The Rainmaker Rule

Published on
September 2nd, 2015
Topic
Monetary policy, Global Investment, US Dollar
Duration
24 minutes
Asset class
Bonds/Rates/Credit, Currencies, Equities

The Rainmaker Rule

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Featuring Alejandro Reyes

Published on: September 2nd, 2015 • Duration: 24 minutes • Asset Class: Bonds/Rates/Credit, Currencies, Equities • Topic: Monetary policy, Global Investment, US Dollar

The Rainmaker Alejandro Reyes is back and straight into the thick of things as he breaks down the frenetic activity in global financial markets last week and offers up a few thoughts of his own on both the recent RMB devaluation and the best places to allocate capital in today's tricky market environment.

Comments

  • RS
    RJ S.
    7 September 2015 @ 21:52
    Why 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
  • RF
    Raoul F.
    5 September 2015 @ 12:37
    Fantastic as usual.
  • NF
    Nico F.
    5 September 2015 @ 06:55
    Best 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.
  • AC
    Andrew C.
    5 September 2015 @ 06:27
    As 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.
  • DB
    Douglas B.
    4 September 2015 @ 02:35
    The 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.
  • RA
    Robert A.
    4 September 2015 @ 01:09
    If 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.
  • JM
    Josip M.
    3 September 2015 @ 19:59
    why 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
  • SB
    Stewart B.
    3 September 2015 @ 12:29
    4% inflation would be a massive blow to the bond market.
  • TJ
    Terry J.
    3 September 2015 @ 09:32
    Awesome 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.
  • sp
    shashwat p.
    3 September 2015 @ 08:42
    Currency "reserves" are reserves because they provide firepower when it is needed. The chinese are not in love with treasuries as an investment idea
  • MR
    MIGUEL R.
    3 September 2015 @ 03:53
    always a very interesting perspective
  • ME
    Markus E.
    3 September 2015 @ 02:50
    If you think the dollar will continue to rise, wouldn't you also assume that gold will continue to fall along with other commodities?
  • DH
    Dale H.
    3 September 2015 @ 01:02
    In 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? :)
  • KA
    Kelly A.
    2 September 2015 @ 21:54
    I love this guy!
  • CB
    C B.
    2 September 2015 @ 20:02
    Interesting 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.
  • jd
    john d.
    2 September 2015 @ 18:37
    I'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 !!
  • CW
    Cole W.
    2 September 2015 @ 17:06
    Interesting 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.

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