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Dollar to Fall, but Demise Exaggerated

November 19, 2007
The US dollar is likely to continue to fall as the year winds down, but reports of its demise have been grossly exaggerated.
News reports this week claiming that Brazil’s super-model Gisele Bundchan demanded compensation in euros rather than dollars, hedge fund manager Jim Rogers announcing he was selling all his dollars, buying yuan and moving to…
Dollar to Fall, but Demise Exaggerated Dollar to Fall, but Demise Exaggerated Reviewed by magonomics on November 19, 2007 Rating: 5
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A Yen for Stocks

November 16, 2007
A recent pattern has become evident to currency and equity traders. The stock market appears to trade opposite of the Japanese yen. When the yen strengthens, stocks weaken and vice versa. As compelling as the patterns appear, we caution against putting much emphasis on it or confusing correlation with cause and effect.
A Yen for Stocks A Yen for Stocks Reviewed by magonomics on November 16, 2007 Rating: 5
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Foreign Policy Association: William K. Tell Lecture Foreign Policy Association: William K. Tell Lecture Reviewed by Marc Chandler on November 07, 2007 Rating: 5
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How Appropriate is Central Bank Policy

November 02, 2007
The FOMC and ECB are often criticized for being either too accommodative or not accommodative enough. The Fed funds target rate has been cut by 75bp and the more balanced outlook from the recent FOMC meeting initially prompted talk that the end of the mini-easing cycle was at hand. However, renewed concerns about the soundness of financial institu…
How Appropriate is Central Bank Policy How Appropriate is Central Bank Policy Reviewed by magonomics on November 02, 2007 Rating: 5
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Look out Below: Dollar Losses Accelerating

October 19, 2007
To be forewarned is to be forearmed: Risks are mounting that the US dollar’s slide accelerates into the end of the year. While the $1.4570 area, the euro equivalent of the old Deutschemark record high from 1995, is the obvious near-term objective, the combination of market sentiment and deteriorating interest rate support for the dollar, warns of …
Look out Below: Dollar Losses Accelerating Look out Below: Dollar Losses Accelerating Reviewed by magonomics on October 19, 2007 Rating: 5
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G7 is Overshadowed

October 12, 2007
Another G7 meeting is upon us. It is the first such gathering since the market turmoil began and the acceleration of the US dollar’s decline. Some observers have suggested that it may be one of the most important G7 meetings in years. More likely though such hopes will be dashed and the G7 meeting will be overshadowed by two other gatherings, Chin…
G7 is Overshadowed G7 is Overshadowed Reviewed by magonomics on October 12, 2007 Rating: 5
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And Now What? Q4 and Beyond

October 05, 2007
The closing of a couple of European bank managed funds and the failure to secure financing for two large acquisitions in August marked the beginning of the credit crisis in earnest. The rally in US share prices that lifted the Dow Jones Industrials and S&P 500 to new record highs and the September US jobs data, coupled with the sharp upward re…
And Now What? Q4 and Beyond And Now What? Q4 and Beyond Reviewed by magonomics on October 05, 2007 Rating: 5
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