Posts Tagged ‘dollar’
A Story About Japan, the U.S. Dollar, & Gold
Investors woke up to a major macro surprise Tuesday morning when the Bank of Japan announced a de-facto rate hike by allowing the yield on their 10-Year Treasury to reach .50%. Although the Bank of Japan (BOJ) didn’t actually raise rates, the net result is the same. What the BOJ did was allow the 10-Year…
Read MoreHere’s the Real Catalyst Moving the Market
There will always be an endless string of news bites telling us why the market is moving in one direction or the other. I’m sure you’ve heard them… It’s interest rates or inflation. It’s Opec, Russia, or the latest crypto crash. It’s not that those things aren’t important… But they tend to be more of…
Read MoreHow to Behave When the Dollar Remains Strong
Don’t make the mistake of not reading today’s message to investors… I know I’ve written to you more than once about this, but I’m doing it again because it’s that important! The value of the U.S. Dollar (USD) is the strongest it has been in a generation. Now that may sound great to some, but…
Read MoreIt’s Still a Dollar Story
Any way you slice it, it all still comes down to the dollar. We can talk about interest rates, the Yen, and inversions – there are all kinds of interesting relationships… But none of them may be as important as the impact the direction of the U.S.Dollar has on risk assets around the world. I…
Read MoreWe Are Facing a Period of Incredible Change
As we’ve outlined previously, we’re in a period of incredible change. Disinflation has been replaced with inflation. Interest rates are now rising, ceasing a 40-year trend in falling rates. The Fed is now removing liquidity from the economy which could push us over the edge into a recession. These shifts are significant and will continue…
Read MoreThe Most Important Story in Finance No One Is Talking About
The most profound seismic shift in the global monetary bedrock in decades is happening right now, right before our very eyes… and no one seems to notice or care. But eventually, they’ll have to. As I’ve been warning investors, we are rapidly shifting into a new regime. Inflation is forcing the Fed’s policy hand in…
Read MoreWhat Direction Will This Asset Class Take Next?
The implications are enormous… The direction this asset class takes next can impact every single asset class you invest in… It’s all about the greenback. Before we get into what price is telling us, let’s talk about some of the fundamental reasons why the dollar is moving the way that it is and why it…
Read More