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
April 11, 2012I 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
February 8, 2012Both 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 [...]
January 10, 2012The 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 [...]
November 23, 2011I was on CNBC this afternoon with Maria Bartiromo talking about the outlook for the USD, EUR and my favorite trade
November 2, 2011We 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
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