Aug 21, 2018
The Weak Dollar Policy
It should be obvious that Donald Trump has a weak dollar policy whether he wants to name it a weak dollar policy or not.
Jul 26, 2018
The Next Recession
It's not that
the inversion of the yield curve causes
the recession. It's that's that long
rates start to fall as investors start
to look beyond the expansion to the next
recession and they start pricing in the
next round of rate cuts.
So it's not that
the inversion causes the recession it
simply is a good indicator that a
recession is coming so you don't need an
inverted yield curve to get a recession
and we're gonna have a recession this
time without the yield curve inverting
given how little headway the Federal Reserve was
able to make in normalizing interest
rates.
Jul 23, 2018
The Catalyst For The US Dollar Drop
The catalyst today for the US Dollar sharp reversal was more tweets from President Trump where he is expressing anger not only at the Federal Reserve right or not only at the ECB and at the Bank of China because he is accusing both Europe and China of being currency manipulators of taking advantage of us by weakening their currencies.
This was
probably one of the biggest down days
for the US Dollar this year - across the
board weakness which is likely to
continue. Believe me we're gonna
have days that are gonna be much much
weaker than this, I believe later in the year and of
course next year and the year after that I think the dollar is gonna get
particularly beaten up.
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