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Category Archives: Commodities
Japan’s Currency War? Nonsense!
Take a look at a 30-year chart of the Yen to see if Japan is trying to weaken its currency in a “beggar thy neighbor” policy. The Yen has appreciated 50% against the dollar since 2007 and is at an … Continue reading
Posted in Commodities, Credit, Currency, Geopolitical, Gold, Monetary Policy, News, Policy, Politics
Tagged Currency War, Japan, Monetary Policy
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Fed, ECB throwing world into chaos – Stiglitz
These are the headlines from an earlier Reuters report. Joe Stiglitz is one smart dude (OSD) and was the World Bank’s chief economist during the 1997 Asian Financial Crisis and 1998 Russian Debt Default. He says the ultra-loose monetary policy … Continue reading
Posted in Black Swan Watch, Bonds, BRICs, China, Commodities, Credit, Currency, Geopolitical, Gold, Monetary Policy, News, Policy, Politics
Tagged Brazil, Currencies, Currency War, IMF, Japan, Monetary Policy, Stiglitz
3 Comments
The Three Legs of the Q4 Melt-up
1) Under allocated investors… 2) Expectation of a Republican victory in the November election… 3) The Flood of Liquidity unleashed by ultra-loose global monetary policy… “The Bank of Japan will encourage the uncollateralized overnight call rate to remain at around … Continue reading
Posted in Commodities, Credit, Currency, Equities
Tagged Bank of Japan, Commodities, Equites, Fed, Gold, Melt-up, Monetary Policy
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Central Banks Gone Wild: Paulson Says Gold Price to $4,000
The Gold fear trade is back on. That is, traders and investors fear they are not long enough. The Bank of Japan really got the party started as Bloomberg reports, “The unexpected decision by the Japanese central bank yesterday to … Continue reading
Posted in BRICs, Commodities, Credit, Currency, Gold, Monetary Policy
Tagged Bank of Japan, Commodities, Gold, Monetary Policy
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Black Swan Watch: Cyberwarfare and Iran’s Revenge
Computer World reports Iran has arrested several “spies” connected to a cyber attack on its nuclear program, “According to the Tehran-based Mehr News Agency, Heydar Moslehi, Iran’s minister of intelligence, said that “enemy spy services” were responsible for Stuxnet, the … Continue reading
Posted in Commodities, Geopolitical, Gold, News, Politics
Tagged Crude Oil, Cyberwarfare, Iran, Israel, Stuxnet
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John Bull’s Tsunami of Dollars Flood the Copacabana
We have written how “the tide of yield seeking capital flows will surge” as John Bull can stand many things, but he can’t stand two zero percent. One recipient of John Bull’s dollars (managed by PIMCO) is the Brazilian bond … Continue reading
Posted in Bonds, BRICs, Commodities, Currency, Equities
Tagged bonds, Brazil, Central Bank, Equities, Gold, Pimco, Reserves
5 Comments
The “Catch-Up”Trade
Interesting chart of today’s activity. They sold the grains and bought crude, which has been a laggard. The “catch-up” trade, where laggards outperform, may be the theme of the markets for the next few weeks.
Posted in Bonds, BRICs, Commodities, Credit, Currency, Equities, Gold
Tagged bonds, Commodities, Equities, Futures, Gold
3 Comments
Will the Republican “Young Guns” Lasso Gold?
We’ve commented that an off-radar risk to gold is the hard money inclinations of the Republican leadership. A Republican House in the next Congress is a done deal according to the prediction markets. Intrade gives the scenario a 75 percent probability. … Continue reading
Posted in Commodities, Currency, Geopolitical, Gold, Monetary Policy
Tagged Election, Gold, Monetary Policy, Republicans
3 Comments
Black Swans Everywhere
Equities are holding up well given some very ugly headlines (see below). The markets ignored the strikes in Europe today, which is quite remarkable as it was the live CNBC video feed of the Greek riots that got the flash … Continue reading
Posted in Black Swan Watch, Commodities, Currency, Geopolitical
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What is Spec? Baby, don’t hurt me, don’t me. No more!
Molycorp (MCP) and the rare earthers are getting hammered again today on reports that China has lifted the ban on REEs to Japan. [Schrödinger’s] cat is out the bag and to think it is business as usual is complete nonsense. … Continue reading
Posted in China, Commodities, Equities, Gold, Rare Earth Elements
Tagged Equities, Gold, Rare Earth Elements
1 Comment
Global Macro Monitor 