The Rainmaker Rule

Featuring Alejandro Reyes

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.

Published on
2 September, 2015
Topic
US Dollar, Monetary policy, Global Investment
Duration
24 minutes
Asset class
Bonds/Rates/Credit, Currencies, Equities
Rating
20

Comments

  • RS

    RJ S.

    7 9 2015 21:52

    1       1

    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 9 2015 12:37

    0       0

    Fantastic as usual.

  • NF

    Nico F.

    5 9 2015 06:55

    1       0

    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 9 2015 06:27

    1       0

    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 9 2015 02:35

    0       1

    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 9 2015 01:09

    1       0

    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 9 2015 19:59

    0       0

    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 9 2015 12:29

    1       0

    4% inflation would be a massive blow to the bond market.

  • TJ

    Terry J.

    3 9 2015 09:32

    2       0

    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 9 2015 08:42

    1       0

    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 9 2015 03:53

    4       0

    always a very interesting perspective

  • ME

    Markus E.

    3 9 2015 02:50

    4       0

    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 9 2015 01:02

    7       0

    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 9 2015 21:54

    6       0

    I love this guy!

  • CB

    C B.

    2 9 2015 20:02

    5       1

    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 9 2015 18:37

    0       0

    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 9 2015 17:06

    18       0

    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.