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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: andiron who wrote (57380)4/3/2006 11:50:17 PM
From: regli  Respond to of 110194
 
"If fed pauses and everyone else, dollar may still be okayish..
when fed starts cutting, what currency is the best bet?"

I don't expect the dollar to be o.k. once the Fed pauses. The trade deficit will matter this next round.

In terms of currencies, as much as I don't like the Yen, I think it might very well do best. However, I'll always glance over at the Swiss Franc and the Euro. I believe that the pound will get whacked.


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