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The UK Could Win the Currency War
After this week’s extraordinary turn of events regarding an unnamed official from the G7 explicitly labelling the yen’s recent decline as excessive, Japan has overtaken China as the enfant terrible of...
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Why the Fed will be Dovish Forever
Five central banks meet during the first week of March, with no change in rates expected but perhaps a rousing comment or two. The Fed doesn’t meet until 19-20th March amid talk that the policy...
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Strong Dollar Policy? You Betcha!
A week or so ago, Intelligence Squared offered a live debate in New York City, which put forward the notion that “America Doesn’t Need a Strong Dollar Policy.” Ahead of the debate, 24% of the audience...
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Is North Korea a threat or an opportunity for investors?
It seems like North Korea has overtaken Iran as the biggest geopolitical black swan for 2013. A potential nuclear capacity and a young, bullish leader in the form of Kim Jong-un could prove to be a...
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Seeing the Woods for the trees
The Battle of Bretton Woods by Benn Steil (Princeton University Press, 2013) The G20 meeting takes place right ahead of the semi-annual IMF and World Bank meetings in Washington on 20 April. This was...
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Sitting On A Powder Keg: Global Foreign Exchange Reserves
Foreign exchange intervention and reserve accumulation – especially among emerging market and developing countries – has been a hot button issue for many years now. It came to the fore when the then...
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Japanese Prime Minister Shinzo Abe: Less Superman and More Houdini
A recent cover of The Economist had a picture of Japanese Prime Minister Shinzo Abe in a Superman cape, ready to fight the evils of the world and get his country’s economy on track, with the help of...
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Gold and Foreign Exchange – Little correlation, more animal spirits of late
For much of 2013, gold and the dollar have had minimal correlation with each other, which each instrument having its own animal spirits. This is in sharp contrast to prior years, where in the wake of...
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A Jury Of Your FX Peers
The currency traders under investigation for FX manipulation of prices made to clients based on the 4:00 pm London fixing may well wish they would be brought to trial, if it comes to that, in America,...
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What traders can learn from House of Cards
The Netflix series House of Cards is possibly the best thing on TV, but now trading analysts can watch guilt free as the show dishes out important lessons on the market. Yes, you read this correctly, I...
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