The trade in fashion if you're feeling a bit hawkish ..... and just in case, one if you're not. ref :- "Bond Market's Hot Trade Is a Cheap Bet Fed Will Keep Its Promises" , Bloomberg Markets
To the surprise of absolutely nobody, the Fed duly hiked rates by 25 basis points yesterday. In doing so they came through with what...
Another big week for central banks, and another big day for Bitcoin ..... well, aren't they all ? ref :- General
It's not as though Wednesday's rate decision from the Federal Reserve (19.00hrs, NYT) is likely to take too many people by s...
The year ahead : "This time, let's try selling the dollar ...." ref :- "It Looks Like Another Rough Year for the Dollar in 2018" , Bloomberg Markets NOTE : General ruminations about currency markets must for the time being exclude Brexit-led UK Sterling, a dangerous little creature marching entirely to its own tune .....
Since we seem to spend quite a lot of time pointing out how often the year-end forecasts of respected judges prove to be wide of the...
Like a horse wearing blinkers, the markets only have eyes for the good stuff ..... ref :- General, and "The Republicans' faith-based tax plan" , Comment by Rana Foroohar in the Financial Times
One of the most extraordinary things about the inexorable rise of stock markets in recent times has been the ability of investors to b...
Oh, so many questions ..... a quick look at just three of them ref :- Market Questions , the Financial Times, Markets and Investing
Its good of the FT to highlight some of the issues of the day ..... we can check that we're at least vaguely "au fait...
SPECTACULAR !! ........ (and absolutely terrifying ) ref :- "Bitcoin Guns for $10,000 as Cryptocurrency Mania Defies Skeptics (sic) " , Bloomberg Markets
On the move today so was going to pass on the blog entirely but in the event we felt that we just had to make sure that you'd cl...
"Run your profits, cut your losses" ..... there's been a whole lot of cutting going on in 2017 ref :- " Wall Street's 2017 Market Predictions : Pathetically Wrong " , STREETWISE in The Wall Street Journal
With almost another week to go in November, you might think that it's a bit premature for institutions to start broadcasting the...
A Thanksgiving Day rumination ...... ref :- "The Uncertain Future of Bitcoin Futures" , Bloomberg Opinion by Matt Levine
It's probably a generational thing ..... in fact, it's definitely a generational thing. For those still struggling to get t...
Look long, not short ..... a change in a basic tenet of trading Foreign Exchange ref :- "Forget The Fed : The Long Bond Is Deciding the Dollar's Future" , STREETWISE in the Wall Street Journal
Compared to understanding some areas of financial markets, the principle that interest rate differentials should drive movements in...
Struggling to find something new about Wall Street's record-breaking rise ? Some factors we know all about, and some we ought to consider ...... ref :- "The finger points at scarcity as driver of thundering bull run" , The Financial Times 15/11/17 , INSIGHT by Robin Wigglesworth, Markets and Investing
An article from yesterday, but well worth going back to if you missed it ..... The reasons behind the spectacular bull run are ma...
Time for a rumination on the Dollar ...... ref :- SHORT VIEW , by Roger Blitz in the Financial Times, Companies and Markets
It's not a bad moment to take stock of what's gone and what might be in store, poised as we are between the anniversary of D...