by lauren@ldpdevelopment.co.za | Feb 20, 2020 | currencies, Euro (EUR)
On November, 20th 2019, we recommended investors should BUY the EUR at 1.10 against the US Dollar in a post titled SELL THE US DOLLAR . Our fundamental thesis was that we were completing a major and complex top in the secular USD bull market that started in 2014 and...
by lauren@ldpdevelopment.co.za | Oct 30, 2019 | currencies
Amid all the chaos of the past 2 years, one of the world’s single most important financial feature has remained extremely stable. The U.S. dollar, linchpin of the financial system is startlingly calm. Using the US dollar Index DXY measure of the dollar against its...
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 | 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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