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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Poet who wrote (8100)	8/10/2007 1:19:18 AM
From: John Pitera	Read Replies (1) \| Respond to of 33421

Hello Poet, great to see you and thanks for the kind words. The next few weeks and few months are going to be a very critical and stressful time for the Global Capital Markets. And it will impact all markets. Look for more talk about the unwinding of the Carry trade from currencies such as the JPY and the CHF (Swiss Franc). We should also be expecting to see more regarding credit default swaps; including Counterparty risk. CounterParty Risk will also increasingly become important in the CDO instruments. Interestingly this Global Turmoil may witness a rally in the USD, especially against the EUR, the GBP, and the higher yield currencies. JOhn