All Entries in the "Bonds & Currencies" Category
IB FX Brief Fitch downgrades Portugal: Eurozone mess deepens
March 24…Interactive Brokers Daily FX Brief
The Vault Wars
The picture below is worth a thousand words. And $50 trillion. This was just released by the Bank of Japan as part of their new “flow of funds” reporting. Basically, it outlines the composition of Japanese household assets versus counterpart households in America. The major point of note is the discrepancy in savings versus equity [...]
The World’s Next Credit Crunch Is About to Strike
One of the largest economies is about to declare bankruptcy.
How do I know? Here’s what fund manager Takahiro Kawase had to say…
“The big change for us is that there’s no new money to invest, so we may need to be a seller.” With $1.37 trillion under management, Takahiro Kawase is the world’s largest fund manager…
IB Interest Rate Brief: Discount rate discussions keeping floor under bonds
March 19… IB Interest Rate Brief
IB FX Brief: Canadian dollar in purgatory
March 19…Interactive Brokers Daily FX Brief
What to Do About the Euro Now
Three months ago, everybody hated the U.S. dollar… The consensus was near unanimous. Investors were certain the dollar was doomed. Where did investors put their money to avoid the certainly-doomed U.S. dollar? In euros… We did the exact opposite… In my newsletter True Wealth, we bet against the euro in a very safe way. Readers [...]
Another Challenge for Bonds?
Another Challenge for Bonds?
IB Interest Rate Brief: Bond prices challenged by firming data
March 18… IB Interest Rate Brief
IB FX Brief: Time to regroup
March 18…Interactive Brokers Daily FX Brief
IB Interest Rate: Brief European bonds benefit more from FOMC wording
March 17… IB Interest Rate Brief
