Archived IMT (2009.05.18)
China and Brazil planning to use their own currencies in trading with one another instead of resorting to the US dollar. Recall, Brazilian president Lula showed no reservations in blaming the current crisis on the "Western world", while China has gradually expressed disappointment with its investment in US banks and its worry over the fate of the US dollar. As the media picks up this story in the coming days, we should expect renewed upside pressure on US bond yields, gold and silver. Closely watch the oil impact. Stay tuned.
Housing Higher, Dollar Bets Shrink
by Adam Button | Jan 21, 2020 11:38
5 Near-Term Themes
by Adam Button | Jan 17, 2020 18:02
Ashraf in Dubai Jan 22-24
by Ashraf Laidi | Jan 17, 2020 14:20
Fear Crushed by Retail Sales & Round 1
by Adam Button | Jan 16, 2020 18:31
Sell the Fact or Sell the Economy?
by Adam Button | Jan 15, 2020 12:42