carry trade

Welcome to the 'carry trade' tag page at Technorati. This page features content from the farthest reaches of the Blogosphere that authors have "tagged" with 'carry trade'.

Latest blogosphere posts tagged “carry trade”

• Dollar Carry Trade Remains in Vogue

  
  Sense on Cents — Authority: 434
  Today’s price action in the markets is very telling. What is it telling us? The dollar carry trade remains in vogue and technicals continue to dominate overall flows much more than fundamentals. Let’s navigate. Recall that the weakness in the U.S. dollar has facilitated a large number of hedge funds, market ...
  3 hours ago

• THE FED, BUBBLES AND UNINTENDED CONSEQUENCES-FOLLOWING THE CROWD

  
  TRADE GUILD — Authority: 127
  Chart.ly is great, but look at the most viewed charts there and its clear that the majority of people dont understand how the Feds low interest rates have already caused the next bubble-bumbling-bubble blowing Bernanke either cant see beyond employment numbers or Capital Hill has the claws into him-or even worse which ...
  5 hours ago

• ICAP On The Correlation Collapse

  
  zero hedge — Authority: 756
  Submitted by Nic Lenoir of ICAP We have been making a case for long USD positions against JPY, AUD, and EUR recently. A quick look at the DXY chart shows that a close through the 50-dma would trigger a collapse of a massive carry trade. We are no there yet, but there are reasons to believe it is a strong ...
  7 hours ago

• Broken Correlations

  
  zero hedge — Authority: 756
  With todays highly suspicious BLS job data (we are waiting to hear from TrimTabs Charles Biderman for his take on this number) we would like to highlight some of the majorly broken correlations that are getting broken today and causing major pain for traders on the other side. And while any statistician will tell you ...
  10 hours ago

• Guest Post: Is The Yen A Proxy For Yuan (rmb) Devaluation Or Carry Trade Déjà Vu?

  
  zero hedge — Authority: 756
  Submitted by Yves Lamoureux of Blackmont Capital I have been bullish on the Japanese currency since March 2007 . What I think defines broad movement in currencies is perception along with broad relative monetary actions. The expansion or contraction of monetary aggregates in one currency versus another is in ...
  1 day ago

• The Four Scenarios For 2010

  
  zero hedge — Authority: 756
  New report out of DB strategist Jim Reid highlights the 4 main scenarios for 2010 from the German banks point of view. These are as follows: Scenario 1 – This scenario is the most optimistic and is one where the authorities have as good a year as they did in 2009. They likely keep stimulus extremely high ...
  1 day ago

• Rosie On $2,600 Gold

  
  zero hedge — Authority: 756
  Rosie makes the case for double gold, emphasizing foreign CB purchases and peak gold. And as the race for the currency bottom accelerates, Rosie discloses the production of global fiat currency "up by 150%" coupled with no incremental dollar production, he expects gold to explode. Also is somewhat skeptical on the ...
  2 days ago

• Quantitative easing is not the cure to what ails Europe

  
  Credit Writedowns — Authority: 682
  "This is definitely a threat on the horizon," said Blaise Ganguin, the agency’s European credit chief. Some 75 companies large enough to be rated face likely default in 2010 as the slow-burn effects of the crisis hit home. The default rate peaked near 13pc this year, the highest since S&P began to collect ...
  2 days ago

• The New Reserve “Currencies”

  
  The Daily Reckoning — Authority: 603
  “The intrinsic value [of the dollar] is zero,” says Dr. Marc Faber, “and that’s where it will go. Whether it will happen in five or 10 years time, nobody knows… I don’t believe in a new world reserve currency for the immediate future, but I believe that the U.S. dollar, after a near-term rebound that could ...
  2 days ago

• Bernankes Re-Confirmation

  
  TRADE GUILD — Authority: 127
  Bernanke said today he sees no obvious bubbles or misalignments in the US markets right now. Of course hes not going to taint himself before Thursdays confirmation process on Capital Hill, but it makes you wonder if he had a finger crossed behinds his back as the Dollar Carry Trade is a very obvious bubble or ...
  2 days ago

• Items on the Desk

  
  Economic Disconnect — Authority: 127
  I am exhausted because I stayed up to watch that game last night. Some small items and then it is early bed time. Monday Night Football Postmortem First off, what an amazing performance by the New Orleans Saints! Many thought that a huge game against a proven team may rattle the Saints, but after the first 7 ...
  3 days ago

• The Dollar Carry Trade, Dubai and Your Money, Another Chinese Bull Market and More!

  
  The 5 Min. Forecast — Authority: 124
  by Addison Wiggin & Ian Mathias How the new dollar carry trade hurts your bottom line Data reveal signs of the times: Residential housing stable, commercial real estate struggling Chris Mayer on what the Dubai debt crisis means for your investments Another sector to watch for China bulls ...
  3 days ago

• The Era of the Dollar Carry Trade

  
  The Daily Reckoning — Authority: 603
  The Aussies made it official early this morning… if it wasn’t already, the dollar carry trade is on. The Reserve Bank of Australia hiked its main interest rate yet again today, up another 25 bps, to 3.75%. That’s the third rate hike in as many months for Australia, which is enjoying a healthy consumer comeback ...
  3 days ago

• On the sovereign debt crisis and the debt servicing cost mentality

  
  Credit Writedowns — Authority: 682
  Given the spate of articles in the business press about this country or that country facing a potential debt crisis, I wanted to write a bit about sovereign debt crises. In my view, economic stimulus has been warranted in order stabilize the financial system and prevent economic collapse. However, the price of ...
  3 days ago

• Airelons Investing and Trading Thoughts: December 2009 (VIDEO)

  
  Airelon's Investing and Trading Blog — Authority: 125
  $500 Challenge Project Accounts: Investing Account Balance: $749.44 Stock / Futures Trading Balance: $1,571.21 Savings Balance: $175.30 Total Challenge Project Funds: $2,495.95 Here it is. My "outlook" vlog entry for the month. Near the beginning of every month, I have an "outlook" entry in which I ...
  3 days ago

• Quantifying The USD-JPY Carry Trade Ratio Following Australias Interest Rate Announcement

  
  zero hedge — Authority: 756
  The earlier announcement of a 25 bps rate hike by the RBA was not a big surprise. What was, however, was the knee-jerk reaction by both the USD and the JPY, and specifically the relative sizes of said jerk. As both currencies are funding currencies to AUD longs, the relative reactions provide a good, if crude, way to ...
  3 days ago

• Is The Fed Facing Margin Calls From European Banks?

  
  zero hedge — Authority: 756
  by Marla Singer and Geoffrey Batt Buried in the depths of page 26 of the Office of the Special Inspector General for the Troubled Asset Relief Programs (SIGTARPs) November 17, 2009 report "Factors Affecting Efforts to Limit Payments to AIG Counterparties" hidden in footnotes 33 and 34 is something of a mystery.  It ...
  4 days ago

• US Dollar is “Likely Source” of Next Financial Crisis

  
  The Daily Reckoning — Authority: 603
  Despite recent Dubai concerns and the moderate flight to safety in the US dollar, the currency remains near 15-month lows versus the euro. The weakness stems mainly from the US’ extraordinarily high debt level, $12 trillion or “12, followed by 12 zeros,” according to the Telegraph. There are numerous other ...
  4 days ago

• Best Buy, Krugman and the Carry Trade

  
  Stupidica — Authority: 177
  Best Buy, Krugman and the Carry Trade Submitted by Bruce Krasting on 11/29/2009 22:35 -0500 /snip On ABC’s "This Week" show there were some interesting thoughts from Paul Krugman. He remarked: “The cost of the deficit is only 1.2% real rate of interest at the Federal level.” This is economic speak. What Mr. Krugman ...
  4 days ago

• American Financial Dream Deferred: How the U.S. is Mirroring the Japanese Lost Decade after the Heisei Boom.

  
  My Budget 360 — Authority: 517
  This weekend I decided to take a trip to a couple of local stores to pick up some food that didn’t involve turkey so I wouldn’t be fatigued of eating the same thing for the entire week.  A chain grocery store had about five people on a Sunday when it typically would have many more.  Now this can be written off ...
  4 days ago

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