Will be on CNBC Street Signs this morning and wanted to give you a sneak peek of my notes:
I like EUR and AUD
For EUR:
- All of $ that was parked in Switzerland and U.K. for safety and now its coming back
- Strong German data means IMF and others could be underestimating EZ growth
- ECB begins [...]

Posted in British Pound, CNBC, Japanese Yen, eur/usd, forex blog No Comments »

I was on CNBC Asia this morning talking about the potential for a deep market correction over the next few months and the degree of Renminbi undervaluation.

Renminbi Undervaluation

Posted in CNBC, ECB, ecb ltro 1 Comment »

I was on CNBC Squawk on the Street with Carl, Melissa and Simon this morning talking about my outlook for the euro and seasonality. Here’s the clip:

Posted in 2010 eurusd forecast, CNBC, eur/usd No Comments »

Here is the clip from my CNBC interview this evening

Posted in CNBC No Comments »

Was on CNBC last night talking about how Central Banks could intervene to weaken the Yen if the US is downgraded or defaults

Posted in Bank of Japan, CNBC, forex blog 1 Comment »