Wednesday , 14 April 2021

Tag Archives: FX

What's the "Big Picture" for the World in 2013?

I use three approaches to shape my world view and then combine them to get a much clearer picture of what likely lies ahead. My goal today is to share with you how I come up with a view of the Big Picture and to share my outlook for 2013. Words: 873

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Major USD Downside Correction Coming Soon? "Crowded Trade" Suggests So

The latest CFTC report shows an extraordinarily high net long US dollar open interest in the futures markets...[which] is starting to increasingly look like a "crowded trade". That makes the dollar quite vulnerable to a downside correction. [As such,] any hint of incremental monetary easing by the Fed that involves balance sheet expansion could force a violent reversal....Words: 410

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