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Monetary accommodation will likely drag EUR down significantly
Posted on January 23, 2012 | No CommentsMonetary accommodation will likely drag EUR down significantly, while USD is set to be the key beneficiary of safe-haven. US Equities markets, in consequence, will outperform European markets, this in... -
2012, Euro still under pressure, weaker and weaker
Posted on January 22, 2012 | No CommentsMonetary accommodation will likely drag EUR down significantly, while USD is set to be the key beneficiary of safe-haven seeking. US Equities markets, in consequence, will outperform European markets, this... -
Currency chaos
Posted on September 13, 2011 | No CommentsThe data suggest that developed and emerging markets are heading for a massive slowdown in growth, with advanced economies leading the move., and i am now looking for a severe... -
Until year end
Posted on August 31, 2011 | No CommentsThe market is consolidating, selling CHF, buying S&P, trading XAU on a very volatile way. Probably sideways for a month or so. then we re open the eyes. Europe is... -
EUR or USD or trade eurusd
Posted on July 22, 2011 | No CommentsNow that Europe is saving Greece and that US debt is under scrutiny, the US Dollar will sharply fall. Then when the other PIIGS country will collapse EUR will fall... -
4 continents
Posted on July 22, 2011 | No CommentsNow that Europe is saving Greece and that US debt is under scrutiny, the US Dollar will sharply fall. Then when the other PIIGS country will collapse EUR will fall... -
Europe, United States, Asia, Australia
Posted on July 22, 2011 | No CommentsNow that Europe is saving Greece and that US debt is under scrutiny, the US Dollar will sharply fall. Then when the other PIIGS country will collapse EUR will fall... -
EUR or USD or none of them
Posted on July 22, 2011 | No CommentsNow that Europe is saving Greece and that US debt is under scrutiny, the US Dollar will sharply fall. Then when the other PIIGS country will collapse EUR will fall... -
Q1 2011, macro economic portfolio
Posted on December 11, 2010 | No CommentsGrowth forecasts are higher, but just a bit. Labor, housing, and banking, especially in Europe and US will keep growth below trend. Very weak politics will be weighing on Euro... -
September 25th, 2010. Double dip coming?
Posted on September 25, 2010 | No CommentsGold is @ 1300, Swiss franc is at 0.9800 vs.USD, Australian Dollar is @ 0.9700 vs. USD, Interest rates are lower than ever. Stocks are above pre crisis levels and...
