FX Thoughts : The Inconsequential Elections And The Payrolls
The rule of thumb before has been to sell on election news and buy on election results, especially when a new party wins which buys the economy new hope, just like it did… Continue reading
The rule of thumb before has been to sell on election news and buy on election results, especially when a new party wins which buys the economy new hope, just like it did… Continue reading
We have been hearing about low vols and more low vols since June but there was nothing we could do about it. And now I am hearing that JP Morgan’s fund is up… Continue reading
Scotland, land of the world’s favourite whiskies and the birthplace of Adam Smith, the father of modern economics. Bernie and I were discussing Scotland back in March this year during the run up… Continue reading
Scrolling through my email’s In Box, I am stumped by the number of synonyms of the words STUMPED and STYMIED in the various titles of fx market commentaries, analyses and reports I have… Continue reading
The great commonwealth countries of Australia, Canada and New Zealand lie in the periphery of the G6 (which later included Canada to become G7) under grand dame UK. Australia, New Zealand and Canada,… Continue reading
Twin deficits is a way of life. The word used to be as bad as stagflation 1-2 decades back if you ask me yet it has now become accepted as the norm. It… Continue reading
Perhaps it was the solar eclipse yesterday that sapped the energy out of me. Or perhaps it had to do with my insane whopper of a bbq session last night that involved roasting… Continue reading
I have been told that yesterday was the last day of the Hungry Ghost month. And what a hungry ghosty month it has been. Currencies have decoupled from the rest of the markets… Continue reading
How does it feel that markets are exhibiting the same patterns as E Coli ? Diarrhea and vomit inducing bacteria ? It feels just right ! “Using lab-based synthetic biology, experiments in bacterial… Continue reading