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A More Sanguine View as the Dust Settles

December 14, 2007
The doom and gloom directed toward the US seems exaggerated. Warnings that the Fed has lost its credibility, that the dollar was losing its status as a reserve currency and that the US economy was stagnating here in Q4 all seem to be misplaced.
A More Sanguine View as the Dust Settles A More Sanguine View as the Dust Settles Reviewed by magonomics on December 14, 2007 Rating: 5
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The Conditions for Intervention

November 23, 2007
The US dollar appears to have become a one-way bet and with important psychological levels having been approached and official rhetoric having been ratcheted up a notch, it may be prudent to consider under what conditions central bank intervention is likely.
The Conditions for Intervention The Conditions for Intervention Reviewed by magonomics on November 23, 2007 Rating: 5
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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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