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We have seen the Dollar strengthen now for a few weeks. We are seeing the “Dollar Carry Trade” continue to unwind. We expect to see a rather wild retest of the Dollar lows going into year end. We are seeing many markets in the higher time frames...
Friday’s NFP report shocked the world when it reported a much smaller number than expected. Markets are still trying to digest this. Bottom line is “a single number does not make a trend”, and while I am happy to see this number I am not...
Dubai shocked the world when it froze payments on it 60+B in Debt late last week. We expect this to have far reaching effects but will play out slowly over the next few weeks before we recognize the full impact. Bottom line is clear, global risk are...