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Tag Archives: Gold
“Emerging markets at risk from a gigantic bubble” – FT
In case you missed it, great FT piece by Peter Tasker of Argus Research about asset bubbles in Japan and China and the role of FX policy. It’s all about Macro these days, The message is clear. It wasn’t the … Continue reading
Posted in China, Currency, Equities, Gold, Monetary Policy
Tagged Bubble, China, Emerging Markets, Gold, Japan
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Beijing’s $2.18 Big Mac and $1,400 GOLDen Arches?
The Economist updated their Big Mac Index, which measures currency misalignments based on purchasing-power parity. We just used the Big Mac Index this past weekend in our recent posts, Rio’s $5.00 Big Macs and Geithner’s Naughty List. Here is what … Continue reading
Posted in China, Commodities, Gold, Politics
Tagged China, Currency Manipulator, Gold, Treasury
1 Comment
Krugman’s Dangerous Misreading of the Bond Market
During his Sunday appearance (click for interview) on This Week With Christiane Amanpour, Paul Krugman spoke the words that make us very uncomfortable. Responding to French finance minister Christine Lagarde’s fiscal austerity and Alan Greenspan’s caution about further stimulus, Krugman … Continue reading
Posted in Bonds, Commodities, Credit, Currency, Equities, Gold, Policy, Politics, Sovereign Risk
Tagged Commodities, Deficits, Gold, Krugman
2 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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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
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
The New Gold Rush?
Rare Earth (REE) stocks, including Molycorp, got hammered today and we added a little to our position. These stocks are over extended as most are up over 100 percent in the past month. We believe this story has legs and … Continue reading
Posted in Black Swan Watch, China, Commodities, Equities, Geopolitical, Gold, Rare Earth Elements
Tagged Gold, Rare Earth Elements
3 Comments
Global Macro Monitor 