“…emerging markets experienced a more recent run-up in indebtedness, which started around the time of the crisis, and is still continuing. In other words, their deleveraging has not even begun. Th...
Economic activity in the world’s largest economy has continued to grow – that’s the good news. The bad news is that the rate of expansion has slowed dramatically over the level in Q3. The US eco...
Government regulations are no match for Indians’ love of gold. Try as it might, the Indian government has been unable to stem the tide of costly gold imports, nor stop Indians from hiding billions o...
Both major pairs have interesting patterns emerging on them. The team at RBS explains: Here is their view, courtesy of eFXnews: The EUR/USD medium-to-long technical picture has been bearish for a whil...
Oil is once again ongoing a severe drop in value with the prices now under $30 after rebounding to 34.70 last week. As a result, US stocks underwent through a sharp selloff with DJI dropping -1.8% and...
Inversion! Curve Watchers’ Anonymous has had its eyes on the yield curve in expectation that portions of the curve would invert. A small inversion did happen on Tuesday when yield on 6-month treasur...
The Iowa Caucus has left uncertainty about what two candidates will be running in the general election.This uncertainty is disruptive to markets, as investors will not commit new money until they feel...
Well, don’t say we didn’t warn you. Just yesterday, in the course of documenting the largest ponzi scheme the world has ever known (in terms of number of victims), we remarked that if China’s ...
Yesterday’s Trading: My Tuesday’s expectations came off in full. The euro/dollar fell one point short of the 1.0940 target. The falling stock indices and oil prices helped the euro strengthen. The...
I’m a big fan of owning a global financial asset portfolio consistent with something resembling the Global Financial Asset Portfolio (though, I would also add that this portfolio isn’t necessari...