Currencies Archive

Keeping It Simple In 2015

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Commodity Crack-Up May Signal Start Of Larger Correction

NOTE: Every week or two I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients.  You can ...
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Top Gun FP Client Note: Europe Leads

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
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The BOJ Goes QE

October 5, 2010  ·  Category: Currencies, Geopolitics, Japan, Macro Economics, Market Commentary
It is an extraordinary measure for a central bank, particularly the purchase of financial assets to encourage the decline in risk premiums.  To be explicit on that point and to extensively influence market interest rates ...
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Dollar Love

February 16, 2010  ·  Category: Currencies, Macro Economics, Market Commentary, Sentiment Analysis
Two prominent articles on the dollar rally/euro crash.  One in Barron's this weekend: "Will The Euro's Pain Be U.S. Stocks Gain?", Kopin Tan, Barron's, February 13.  And then on the front page of today's WSJ: "Dollar Up As ...
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Fed Talks Exit Strategy

December 17, 2009  ·  Category: Currencies, Federal Reserve, Market Commentary
In light of ongoing improvements in the functioning of financial markets, the Committee and the Board of Governors anticipate that most of the Federal Reserve’s special liquidity facilities will expire on February 1, 2010. - Fed ...
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Top Gun FP Client Note: The Risk Trade

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
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All About The Benjamins

December 8, 2009  ·  Category: Currencies, Federal Reserve, Market Commentary, Sentiment Analysis
[caption id="attachment_3011" align="aligncenter" width="300" caption="$ Index"][/caption] The last three days trading is all about the benjamins - the dollar, that is.  The better than expected Friday November Jobs Report has triggered a powerful rally in the ...
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WSJ: Central Banks Intervene To Prop Up Dollar

November 12, 2009  ·  Category: Currencies, Geopolitics, Macro Economics, Market Commentary
Fascinating front page article in today's Wall Street Journal on central banks around the world intervening to try and prop up the dollar and prevent their currencies from appreciating so much against it: "World Tries ...
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WSJ: The Dollar Is Driving Financial Markets

November 2, 2009  ·  Category: Currencies, Federal Reserve, Market Commentary
We've got this very unstable situation in which Fed policy is dictating the behavior of so many assets.  The dollar is at the nexus of this. - Dean Curnutt, President, Macro Risk Advisors, quoted in "Dollar ...
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