Strong Currency There is an automatic assumption that a strong currency (in particular against the USD) leads to a difficult exporting position because... Continue reading
Federal Reserve news The Federal Open Market committee (FOMC) have decided to keep 'exceptionally low levels of the federal funds rate for an extended perio... Continue reading
The Final Crash, by Hugo Bouleau (book review & interview) Hugo Bouleau's (pseudonym of the author) book was for me, perhaps the most riveting reading of 2008. I like to underline important sent... Continue reading
Inflation… ‘when’ not ‘if’… The endurance of gold at above $900, rising oil prices, the weakening dollar and a Treasury/Fed combo that is increasing the money in c... Continue reading
European stimulus plans The ECB meeting is due to meet this week on the 7th and a further 0.25% rate cut is expected which will bring European base rate lendin... Continue reading