| | | Thanks for the great stuff again John, TJ and his thread would have a field day
with this, you might want to consider posting this there. Just a thought.
I traded futures and developed a futures based trading system, but I focus on
American products along with the currencies but not the Yuan/Remnibi. My platform
as far as I know of now doesn't allow for it, but I will be asking about it. Sorry if this
is repeat info. -g-
Also when living in London I had a more global view than I do these days,earning a
living in Dmarks, living with Pounds and knowing I would return to $$$$$$ you had to.
I imagine with all going on now with the mass exodus to stocks at the cost of bond
yields and PM bashing many derivatives are about to burst, not all crashes occur in
October, nor all corrections begin in January. I remember distinctly that every year
I lived and traded in London the Bund would make it's yearly high or low in January,
I would think this year that phenomenon will happen again. Watch the Bund/Bond
markets they were always the canary in the coal mine from my experience.
Therefore I see these two statements being most profound and as others say, interesting
times are here.
"And a USD in an uptrend lends itself to capital inflows into US debt and equity markets . The dark negative side of these phenomenons occurs when the global shift in relative yields and currencies is to abrupt and leads to cracks showing up in foreign currencies that are pegged to the USD... and also unpegged currencies.
ANOTHER powerful adverse impact of too swift a move up in either or of the USD and US short and long rates is that it is the reference point for a large percentage of global loans, forward contracts on the full monty of business transactions, with so many of them being denominated in USD terms and numerous commodities being denominated in USD terms"
Hasn't America had the same exponetial expansion of debt maybe even more so than China, the corporates
have borrowed up the ying yang and America itself went from $4tril to $20tril in 16 years, how much more can the system take?
#3.Italy might be the one example of a G7 experiencing such a dramatic rise back in the 90's.
Is there a correlation housing to markit corrections outside the obvious? |
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