From the category archives:

US dollar

With the US dollar increasingly perceived to be walking on shakier ground, and no significant signs in sight that the US will be able to pay off its debts without radical quantitative easing (i.e., effective devaluation of the dollar); continued unemployment levels near 10% and no short-term fix in the ongoing housing slump (more foreclosures [...]

{ 6 comments }

The rally has been over for a good two months, and the markets have been stuck in a trading range since the New Year.  Recent concerns over the potential of sovereign debt crises, however, show that we’re not out of the woods yet.
Just consider some of the following areas for potential setbacks in the markets: [...]

{ 4 comments }

With the phenomenal growth in sovereign wealth funds over the past thirty or so years – but especially in the last ten – it’s good to stop and take a look at where this new investment phenomenon is at today in 2010.
Here’s a list of the current top 10 sovereign wealth funds around the world.* [...]

{ 5 comments }

Aside from American financial institutions and the Fed (the buyer of last resort), the largest buyers of US Treasuries and notes are all Asian countries.  You can probably guess which ones.
#1 – China
.
China, more than anyone, is probably most concerned with the value of the US dollar and the stability of their US dollar investments.  [...]

{ 5 comments }

As I write this in late December 2009, gold sits at “only”! $1104/oz., when just about two weeks ago it was at its all-time secular high north of $1200.  Many correctly called what seemed to be, at least in the short-term, a “gold bubble.”
But I don’t think it’s wise to write gold off completely.  Gold [...]

{ 6 comments }

With long-term U.S. bond yields rising and much of the recovery seemingly in place, analysts are increasingly wondering when the U.S. Federal Reserve (the Fed) will begin to implement its quantitative easing exit strategy and start raising interest rates.
Currently the Fed baseline interest rate fluctuates between zero (0) and 0.25%and has done so since late [...]

{ 0 comments }

A gold tsunami is at our doorstep.  It’s not about a bubble, trade or even a wall of fear.  It might be partly some of each of those things, but that’s because it’s much, much bigger than each of those things.  And I’m no gold bug – nor do I keep a cabin hideaway full [...]

{ 8 comments }