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Category Archives: Currency
Seriously? Swissie a Safe Haven During a Banking Crisis?
We are reposting an oldie but goldie piece, given the market jitters over Credit-Suisse. We are baffled by the conventional wisdom that a bank run or crisis is deflationary. Yes, in the early 1930s, when the Fed and other central … Continue reading
Posted in Black Swan Watch, Currency, Sovereign Debt, Sovereign Risk
Tagged Bank Assets to GDP, European Banking Crisis, Swiss Franc
1 Comment
Global Macro Watch
Posted in Charts, Commodities, Currency, Equities, Global Macro Watch, Global Risk Monitor, Interest Rates
Tagged Global Macro Watch
1 Comment
Seriously? Swissie a Safe Haven During a Banking Crisis?
Repost of an oldie but goldie, (as in a decade old), especially relevant given the rumors in today’s market. Here’s to hoping the policymakers have rectified some of the issues, but in our experience goveventments are reactive to a crisis … Continue reading
British Pound Trade – OCO Order
We have over $8k unrealized profit in our cable trade and expect some two-way volatility around the BREXIT vote today. We are thus putting in an OCO (One-Cancels-The-Other) order on 5 contracts of B6H19 with a limit at 1.3050 and … Continue reading
Sterling Set For Interesting Week
Prime minister Theresa May brings her Brexit deal to parliament on Tuesday, which is widely expected to fail. The government will cushion the blow by removing the potential for a do deal BREXIT, in our opinion. We believe the PM … Continue reading
File Under: You Heard It Here First!
See here and here. #UK hedge fund maganger Odey says he's betting on the pound to rise, predicting #Brexit won't happen: Crispin Odey manages Odey Asset management and he's putting his money on the UK not leaving the EU, according … Continue reading
Adding To Britsh Pound Trade
Taking cable right here at 1.2670 (March). Stop at 1.2470. Target 1.35. Looking for positive BREXIT news: either Corbyn caves and supports a new referendum or soft BREXIT potential emerges. We do recognize the risk of big volatility to the … Continue reading
MoMo Building For A “People’s Vote” In The U.K.
Pressure continues to build, just as we said it would after the U.S. midterm “bitch slap” of the Trump administration, for a second referendum on BREXIT, which will likely lose. Polls now show British public opinion in favor of remaining in … Continue reading
Global Macro Monitor 