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  1. boz

    USD Yield Curves, LIBOR, Quant Easing and the new carry trade...

    I don't agree with Julian robertson, would be a problem if foreign holder of US treasury will offload it very quickly causing the USD to collapse (but I believe they'll offload other US bonds first). USA foreign debt is not high at all (at least comparing it to Australia or NZ).As I previously...
  2. boz

    USD Yield Curves, LIBOR, Quant Easing and the new carry trade...

    good for you, anyway, here you can get free information about speculation on gold, by the way, have a look at the increasing speculation on AU$ (that is just for future contract not forex)
  3. boz

    USD Yield Curves, LIBOR, Quant Easing and the new carry trade...

    no its not, do you see many taxi driver talking gold lately? I can mention much more people talking about home prices going up, and if it is not home prices share market is the hottest subject, speculation on gold can go much higher. EDIT: by the way, gold is at 14.5 times oil which is very much...
  4. boz

    USD Yield Curves, LIBOR, Quant Easing and the new carry trade...

    There is nothing new coming up on this, it has been very cheap to borrow in US$ for months and you get over 3% in buying AU$. It is difficoult to quantify how much speculation has already been priced in the current exchange rate, in my opinion it has not much more to go as country like Canada...
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