The market overwhelmingly assumes a continuation of a dollar bull-run. And there are indeed sound reasons for that. However, on closer inspection, the rationale might be less solid than meets the eye, and there is ample room for surprises. China Throws A Wrench In The Dollar Bull Run
January 18th, 2017 · Comments Off on China Throws A Wrench In The Dollar Bull Run
December 7th, 2009 · Comments Off on The stories about the dollar’s demise are way too soon..
The Chinese are still buying..
June 3rd, 2009 · Comments Off on Those green shoots..
Need years to come to bloom, and quite a few dangers lurk between now and then..
May 24th, 2009 · 1 Comment
Suddenly American assets (especially Tresuries) are safe haven no more. This was always odd, not only because the financial crisis had a large ‘made in USA’ stamp on it, but more specifically because there are walls of Treasuries and dollars arriving…
April 27th, 2009 · Comments Off on Dollar to collapse?
Many people predict the imminent demise of the US dollar because of the massive money creation by the Fed. Not so fast, gentlemen, the dollar is alive and kicking…
October 22nd, 2008 · Comments Off on Dollar lower, higher?
Some people would argue that with records amount of fiscal deficits, and record low interest rates, the dollar can only go one way, and that’s down. Some people beg to differ..