Posted at 6:30 PM , on January 17, 2017
Global bond guru, Mohammed El Erian, has warned the world markets about the perils of a strong dollar. As the world is coming to believe that a strong dollar could be a big benefit, Erian’s views are of tremendous value. Here are the 3 reasons why Mohammed El Erian is extremely wary of a strong US Dollar… Continue reading
Posted at 7:15 PM , on August 31, 2015
September focus will be on Janet Yellen
In the last Fed meet, they did nothing on interest rates and the question is what has changed in the last 2 months. Frankly, but for an additional bout of volatility in markets, nothing much has changed. US growth continues to flatter with marginal positive surprises. Inflation continues to stay low due to cheap crude and cheaper commodities. The US continues to attract capital flows from risk-off trade, which has been the investment theme over the last 2 months. So what does all this mean for the Fed decision on rates in September?
Posted at 5:29 PM , on March 30, 2015
The real worry is the $9 trillion global Dollar borrowing…
As the Fed moved in to indicate a timetable for rate hikes, there were concerns over capital outflows from emerging markets into the US. While that could happen, it would be a smaller problem to contend with. The real problem is the $9 trillion debt that global companies and governments owe in dollars. Let us understand why… Continue reading