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The economic news continues to be terrible. The knee jerk reaction; sell off the equity markets run into U.S. treasuries. This type of action would only make sense to the person who ran directly from his cabin into the galley on the Titanic and felt he had gained safety. Furthermore, this fatuous trade into T-bonds has place a brainless bid […]
U.S.$ weakness of late has spurred a cacophony of comments around the world for a new reserve currency. Now the Fed is attempting to fight back. Over the last few days a number of Fed governors have made hawkish statements to bolster the U.S.$ (the fact that these comments were offered before, during and after the G20 summit is not […]
The equity market weakness yesterday and today have very little to do with the Fed statement contrary to what you may hear on the financial news networks. No game changing comments were issued by the Fed and this morning’s home sales number (August Existing Home Sales 5.10 mln vs 5.35 mln consensus; M/M change -2.7%) further highlights the continued need […]
Positive developments in the credit markets continue to lead the equity markets higher… Liquidation of CDOs aids banks – FT FT reports billions of dollars’ worth of the complex securities at the heart of the financial crisis are being liquidated, enabling banks, insurance companies and other investors to clear toxic assets from their books. Market participants say the unwinding is […]
I have been asked by a few readers about our thoughts on the COT short position in the Gold market. For those not aware, COT represents the commercial traders in Gold. Conventional wisdom states that if COT has a significant short position look out below. In our opinion this “wisdom” is incorrect. I would like to direct your attention to […]
I’m not hearing much about this story in the news yet but I suspect the debt-ceiling will become center stage in the weeks ahead. At risk is the fate of the US$ trend. In the unlikely event that congress somehow puts its proverbial foot down and refuses to increase the debt ceiling then no doubt this would stem the slide […]
Gold changes hands above $1000/ounce this week as China continues to sound the alarm regarding US$ weakness… China alarmed by US money printing – Daily Telegraph Daily Telegraph reports The US Federal Reserve’s policy of printing money to buy Treasury debt threatens to set off a serious decline of the dollar and compel China to redesign its foreign reserve policy, […]
Cerberus Update, Weak Retail Sales, FDIC’s Blair Worried About Commercial Loans, Prime Borrowers Becomming a Problem, VMware Company of Interest
Cerberus denies talk of fund defaults – Reuters Reuters reports Cerberus Capital Management yesterday dismissed market speculation that some of its hedge funds, which have suffered losses and heavy redemptions, are in danger of default. Traders in London and Frankfurt were buzzing with talk that a major hedge fund was headed for default. Much of the talk was directed at […]