Posts Tagged ‘ eurozone ’

The Euro, the Dollar and the Future of the Forex

Sep 30th, 2009 | By Bill Jenkins | Category: Currencies, Featured
The last week has handed us some interesting developments once more, and as we pause to catch our breath again this week, we’ll make note of the important underlying currents and what they may mean going forward. The Pause That Refreshes We saw a short reversal in the recovery trade that has ...read more

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Posted in Currencies, Featured | 7 comments


Dollar Bad, Euro Worse

Jul 20th, 2009 | By Bill Jenkins | Category: Currencies, Featured
I am very confident in the fall of the euro, despite the obvious and fatal problems with the dollar. Remember that currencies, because they are fiat by nature, are political things. While it is the fundamentals that drive them, one of the overarching problems in our market is the absence ...read more

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Posted in Currencies, Featured | 2 comments


European Bond Spreads

Apr 7th, 2008 | By Whiskey Contributor | Category: Currencies, Macro Economics
THERE IS A TABLE IN THE FINANCIAL TIMES that everyone ought to follow, though it refers to fixed interest securities and moves rather slowly. It is something I regard as a thinking point. It portrays one of the core relationships of global finance, and it is always worth asking oneself ...read more

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The Dollar’s Continued Fall

Mar 7th, 2008 | By Adrian Ash | Category: Commodities, Currencies
“Those who oppose reform may get revolution.” — John F. Kennedy, speaking of Latin America in 1962 THE EURO HIT FRESH ALL-TIME HIGHS VERSUS THE DOLLAR already this month — and we’re only one trading week in. So might U.S. investors want to switch out of gold bullion ahead of Easter this year ...read more

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Inflation During Recession

Feb 13th, 2008 | By Adrian Ash | Category: Macro Economics
“The U.S. recession is sure to send inflation to zero — just as it didn’t in four of the last five recessions.” WORRIED ABOUT INFLATION? Oh, stop your carping and set an extra place at dinner for the fast-looming recession instead. See, your cost of living can’t possibly keep rising now that ...read more

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The Global Effect of the U.S. Dollar

Feb 5th, 2008 | By Adrian Ash | Category: Currencies, Macro Economics
From Credit to Money, Part II “Living in a credit era, we cannot go back to a currency era without massive upheavals.” — Robert L. Smitley, Popular Financial Delusions (1933) WHY DON’T WE JUST DO AWAY WITH all the different currencies of the world and settle on one single money to buy, sell, ...read more

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