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Why Imbalances Matter

Last week, we published the speech Anatole gave at the Morgan Stanley Venice conference, on the topic of the global imbalances". In his speech Anatole... [Read More!]
05/23/06 - 09:30:06 -

Capital Exchange Controls for the U.S?

We described how if the U.S.$ declined substantially, it could lead to Capital Controls to protect against foreign governments’ withdrawal of their investments in the... [Read More!]
05/20/06 - 09:36:58 -

Russian Rouble to attack the $ - Exchange Controls in the U.S.?

Russian President Vladimir Putin called for work on making the national currency convertible to be completed, oil and gas to be traded in Roubles on... [Read More!]
05/16/06 - 14:49:17 -

Commodity Bubble and The Dollar Spin

We are almost half way through the year and the markets are providing us with plenty of trends and issues which we must take into... [Read More!]
05/16/06 - 10:37:31 -

The Gold Price – A “Spike” or something else?

At one extreme, there are the “Gold Bugs”, supposedly constant ‘bulls’ of the gold price, so not too reliable? At the other end... [Read More!]
05/15/06 - 07:39:50 -

Do Trade Deficits Matter?

This week we look at the links between the US trade deficit, the low savings rate in the US, home prices, and interest rates, all... [Read More!]
05/13/06 - 12:25:31 -

What to Do If Oil Tops Out - Hedging the Oil

By Kathy Lien - DailyFX.com - Oil prices are on the rise once again and this time crude is setting fresh record highs in the... [Read More!]
05/05/06 - 08:57:26 -

Gold Forecaster – Global Watch

To buyback or not to buyback? The gold price rise is almost exactly the reverse of the market when it fell to the “Brown Bottom”... [Read More!]
05/02/06 - 09:02:43 -