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 No Comments »

Both the Bank of England and the European Central Bank will be making monetary policy announcements on Thursday. The market expects the ECB to remain on hold and BoE to increase their asset purchase program by GBP 50 billion. A quick look at the following tables explain why the BoE is expected to [...]

Posted in Bank of England, BoE rate cut, ECB, ecb rate cut, ecb rate hike 3 Comments »

The New Year has begun and it is important to see what the market is pricing in for central banks this year. As you may know, central bank rate hike expectations change often but as of last week, most central banks are expected to keep monetary policy unchanged in the coming year but one [...]

Posted in Australian Dollar, Bank of Canada, Bank of England, BoE rate cut, ECB, Federal Reserve, Reserve Bank of Australia, forex blog, reserve bank of new zealand 7 Comments »

I was on CNBC this afternoon with Maria Bartiromo talking about the outlook for the USD, EUR and my favorite trade

Posted in ECB, Forex TV, eur/usd 10 Comments »

We have FOMC and ECB meetings in the next 24 hours. Here’s some info on how economic data has fared since the last meeting.
US: Not Doing So Bad

ECB: Nothing but Weakness, Skirting Recession

Posted in 2010 eurusd forecast, 2010 eurusd forecasts, ECB, Fed Rate Cut, Fed rate hike, Federal Reserve, ecb rate cut 2 Comments »