Tag Archives: dollar

Making The World Great Again

Posted on January 2, 2018 by macromon

Maybe President Trump should not read this but last year was all about “Making The World Great Again.” Financial Markets As the data and graphs illustrate below, the U.S. stock market was in the bottom quintile of performance in dollar … Continue reading →

Posted in Currency, Dollar, Equities, Uncategorized | Tagged , , | Leave a comment

Almost All World’s Currencies Undervalued

Posted on January 27, 2017 by macromon

We’ve put together a couple of tables showing the undervaluation of the world’s currencies based on their 2016 purchasing power parity against the U.S. dollar. The Purchasing-power-parity (PPP) between two countries is the rate at which the currency of one … Continue reading →

Posted in Currency, Dollar, Uncategorized | Tagged , , , , | Leave a comment

How Are Those “Crowded Trades” Doing?

Posted on January 17, 2017 by macromon

We take a look here at what BofA/Merrill Lynch has surveyed as the “most crowded trades” in the market.  Most are taking on water as the crowd is leaning to the same side of the boat. Big losses for Japanese … Continue reading →

Posted in Currency, Dollar, Equities | Tagged , , , , , , | Leave a comment

How to Become a Trillionaire and Other Thoughts

Posted on January 7, 2017 by macromon

Grab one of these: Careful what you wish for central bankers and fiscal policy makers.  Though we don’t see signs of “rollover risk” in any of the G5 or G20, it’s all about confidence and you know what Joe said about … Continue reading →

Posted in Economics, Fiscal Policy, Uncategorized | Tagged , , , , | 10 Comments

Is Gold Finished?

Posted on December 14, 2016 by macromon

Big drop in gold today after the FOMC announcement.   Let’s go to the charts. The yellow metal is approaching a 5-year low at around $1,050 (actually $1,046.25), which it hit right around this time last year.   Tough to see a … Continue reading →

Posted in Gold, Uncategorized | Tagged , , , , | 4 Comments

Bad payrolls equal weaker dollar? – FT

Posted on October 3, 2015 by macromon

John Authers on disappointing unemployment data in the US, and a volatile market reaction. Filmed by John Authers. Edited by Paolo Pascual. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

Posted in Dollar, Employment | Tagged , , , | Leave a comment

Crucial week for currencies – FT

Posted on June 2, 2015 by macromon

The dollar’s strength is the foremost factor in currency markets, with the Fed expected to be the first major central bank to raise rates. The FT’s Roger Blitz and Ralph Atkins discuss the impact of this week’s data and two … Continue reading →

Posted in Currency, Dollar | Tagged , | Leave a comment

Is the dollar bull run over? – FT

Posted on April 17, 2015 by macromon

The dollar bull run of the past year is reaching an end, according to long-term dollar bull David Bloom, head of foreign exchange strategy at HSBC. He explains why to Long View columnist John Authers. For more video content from … Continue reading →

Posted in Dollar | Tagged , , | Leave a comment

The data-dependent dollar – FT

Posted on March 23, 2015 by macromon

The dollar has sustained its first significant reverse in months following the Federal Reserve’s latest meeting. Its future trend depends on the data. John Authers points to a week ahead which will include inflation data from the US, UK and … Continue reading →

Posted in Dollar | Tagged , , | Leave a comment

Runaway Dollar Blasts Other Currencies – WSJ

Posted on September 25, 2014 by macromon

The euro has been whacked by the runaway dollar, likely to the joy of the ECB. Andrew Peaple and Katie Martin discuss how low the euro can go. Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy (click here if video is … Continue reading →

Posted in Dollar | Tagged , | Leave a comment