Tag Archives: FX

Hitting ‘Em Where They Ain’t

Posted on March 19, 2019 by

 “Keep your eye on the ball and hit ‘em where they ain’t”                                                          … Continue reading →

Posted in Asset Allocation, Bonds, Currency, Equities, Investing | Tagged , , , , | Leave a comment

Focus on the Chinese Currency, Not the Equity Market

Posted on January 8, 2016 by

Chinese equities have started the new year with a series of implosions, implosions exacerbated by the authorities’ ham handed attempts to dampen volatility. Despite the sound and the fury, the Chinese stock market is a sideshow. Ownership of Chinese equities is … Continue reading →

Posted in China, Currency, Emerging Markets | Tagged , , | Leave a comment

Painted into a Corner

Posted on January 20, 2015 by

On January 15th, the Swiss National Bank (SNB) stopped defending its currency peg of Swiss franc (CHF) 1.20 to the euro (EUR).  It also imposed a -0.75% overnight rate and moved its target for 3 month libor to -1.25% to … Continue reading →

Posted in Central banks, Currency | Tagged , | Leave a comment