by lauren@ldpdevelopment.co.za | Jul 24, 2019 | Asset Allocation, currencies, US Dollar (USD)
As our regular readers know, we have been bullish US dollars for several years now, starting in 2014, on the back of positive economic growth differential, positive nominal rates differentials and positive real interest rates differential. The strength of the US...
by lauren@ldpdevelopment.co.za | Jul 4, 2019 | American Equities, Asset Allocation, US Dollar (USD), World equities
As our readers know we are of the view that the 2009 – 2019 secular bull market in US equities is about to end and that the current bond melt-up linked to overly optimistic expectations of monetary easing by the FED marks the end of it. The Big Cyclical Bear market...
by lauren@ldpdevelopment.co.za | Apr 7, 2019 | Asset Allocation, bitcoins, Bonds Monitor, Commodity Monitor, Currency Monitor, Equity Monitor, Euro (EUR), US Dollar (USD), Weekly Monitors
The Week in Review April 6th 2019 In this issue : # The Swiss Franc is the Next Big Short # Turkey’s Erdogan Destabilized in Elections # Bitcoins 23 % rise last week : Risk or Opportunity ? # What to Expect Next Week # Last Week In Review Chart of the Week The Swiss...
by lauren@ldpdevelopment.co.za | Mar 21, 2019 | currencies, Euro (EUR), Macro, macroeconomics, US Dollar (USD)
Yesterday, the U.S. Federal Reserve brought its three-year drive to tighten monetary policy to an abrupt end, abandoning projections for any interest rate hikes this year and said it would halt the steady decline of its balance sheet in September. The decision made...
by lauren@ldpdevelopment.co.za | Nov 1, 2018 | Asset Allocation, currencies, Euro (EUR), US Dollar (USD)
In our various articles during 2018 we were amongst the few commentators that correctly predicted the rally in the US dollar.Indeed the US currency rose from 1.255 in April 2018 to 1.1301 in August and October, a 10 % appreciation over the 8 months period.Our...
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