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Alchemy: Oil and Water into Food

May 30, 2007
The incredible rally in a broad range of commodity prices has captured the imagination of many and is creating a cruel dilemma for policy makers who need to be concerned about inflation even as economic momentum wanes. The April G7 statement seemed to recognize that the volatility of the dollar may be aggravating the move and prompted them to seek…
Alchemy: Oil and Water into Food Alchemy: Oil and Water into Food Reviewed by magonomics on May 30, 2007 Rating: 5
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The Fate of the G8 and China

May 18, 2007
The market has long regarded the periodic G8 meetings as largely photo opportunities. It has been nearly two decades since monetary policy was coordinated. Although it appeared to provide a useful forum for coordination of attempts to curb the financing of terrorism, it may have outlived its usefulness as currently conceived. Like the weighted vot…
The Fate of the G8 and China The Fate of the G8 and China Reviewed by magonomics on May 18, 2007 Rating: 5
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Why the Fed is Right and the Market Wrong

May 07, 2007
There is an epic struggle going on between the Federal Reserve and the markets. The Federal Reserve has been very clear of its views. Growth will pick up later this year as the main headwinds fade. Price pressures, while elavated, will likely moderate. It sees the main risk to this benign scenario is that inflation does not ease.
Why the Fed is Right and the Market Wrong Why the Fed is Right and the Market Wrong Reviewed by magonomics on May 07, 2007 Rating: 5
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Currency Bulls Still in Driver's Seat

May 04, 2007
Since early March there has been a clear trend toward a lower US dollar. Made vulnerable by the extended positioning, and frustrated by the stalling of downside momentum, the stronger than expected ISM data provided the spark for a bout of short-covering. The dollar’s recovery was been cut short by the weaker than expected US employment data.
Currency Bulls Still in Driver's Seat Currency Bulls Still in Driver's Seat Reviewed by magonomics on May 04, 2007 Rating: 5
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The Dollar and Stocks- Don't Confuse 'em

April 27, 2007
The US dollar’s downtrend appears to have reached a point that it has entered the public’s consciousness, judging from the media’s attention. Such level of interest often seems to come after a protracted trend is in place, rather than in anticipation of a significant move. The dollar’s move has also captured the imagination of many equity traders …
The Dollar and Stocks- Don't Confuse 'em The Dollar and Stocks- Don't Confuse 'em Reviewed by magonomics on April 27, 2007 Rating: 5
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Making Cents of the Dollar

April 20, 2007
There is modest run on the US dollar in underway. Over the past month, the greenback has lost nearly 5.5% against the New Zealand dollar, 4% against the Australian dollar, 3% against the Canadian dollar, more than 2% against sterling and the euro. By contrast, the yen has under-performed, losing more than 1% against the dollar. The dollar appears …
Making Cents of the Dollar Making Cents of the Dollar Reviewed by magonomics on April 20, 2007 Rating: 5
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Europe is 50, But not Middle Aged

March 23, 2007
It is 50-years this week that six countries, France, West Germany, Italy, Netherlands, Belgium and Luxembourg signed the Treaty of Rome and founded the European Economic Community. And so began in earnest the process that has culminated in the creation of the European Union and a shared currency for 15 of the members. Just because it is 50, though…
Europe is 50, But not Middle Aged Europe is 50, But not Middle Aged Reviewed by magonomics on March 23, 2007 Rating: 5
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Q2: Make it or Break it

March 20, 2007
As the first quarter wound down, one of the key features for policy makers and investors has been an increase in uncertainty. Much of the uncertainty may be resolved in the period ahead. In many ways, what happens in the second quarter may very well set the tone for the remainder of the year.

Q2: Make it or Break it Q2: Make it or Break it Reviewed by magonomics on March 20, 2007 Rating: 5
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The Balance of Imbalances

March 16, 2007
There have been numerous Cassandra-like calls warning that global imbalances pose the largest risk to the world economy. Some observers will even place these imbalances at the heart of their explanation for the spasms in the market. There are only two problems with this view: the theory and the facts.
The Balance of Imbalances The Balance of Imbalances Reviewed by magonomics on March 16, 2007 Rating: 5
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