Between the USD and the EUR, we have more than half the world of assets covered and the 2 most powerful central banks in the world, disputably. If both central banks (not including… Continue reading
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” – John Templeton We are between stage 3 and 4 ? My mind hazy from all the… Continue reading
I read the Asiaone website when I need to feel safe and closeted from the world out there. The warm news of home, scandals and all, is comforting to that extent. The main… Continue reading
The Rupee is finally taking a breather and it is because of Iraq and maybe Ukraine. Modi’s uproarious win is put on the back burner as profit taking tempers the Nifty’s post election… Continue reading
Every conversation about the VIX these days is about how it is time to pay because it is so low, it cannot get any lower. The highest we saw in the VIX was… Continue reading
Europe + Japan = 1/3 World GDP Both are targeting INFLATION with QE and zero to negative rates. QE is a privilege reserved only for the world’s best <wink> because QE from a… Continue reading
I had readers ask about wanting to trade FX and how to start and thus I am writing this for everyone like them out there, wanting to play on the great big FX… Continue reading
I am not sure if this is what forward guidance means but the price action of EURUSD after the ECB was another classic. From what was supposed to be a currency negative story… Continue reading
After 6 years, I am getting tired of markets sitting around and hanging on every word that comes out of the central banks or finance ministers or Shinzo Abe. And memories are so… Continue reading
I have always associated the strength of a country’s capital markets with the interest in and strength of its currency. It is not a short term view but a part of my big… Continue reading