Tuesday, October 16, 2007

Brazil Real Approaches Seven-Year High on Inflation Outlook

15.10.07
Brazil's real rose to near its strongest in seven years after economists cut their 2007 inflation forecast, boosting the appeal of the country's fixed- income assets.
http://www.bloomberg.com/apps/news?pid=20601086&sid=aaVn2V3WVllc&refer=news

Wednesday, October 10, 2007

ARE THERE TOO MANY DOLLAR BEARS?

5.10.07
As a contrarian, it is my nature to worry when too many people start agreeing with me. Currently, many of my most vocal critics, who had previously ridiculed my warnings about the dollar, now concede that it will continue to decline. With so many people now on the bandwagon, some currency watchers have asserted that sentiment now has nowhere to go but up, and that the stage is set for a dollar rally. Although I am unnerved by the company, I take solace in the fact that the conclusions that many of these nouveau-dollar bears draw are completely off the mark
http://www.financialsense.com/fsu/editorials/schiff/2007/1005.html

Saturday, September 15, 2007

Lending crisis sets US$ on fatal course

Sept 07
http://www.sprott.com/pdf/investorsdigest/investors_digest_September_07_2007.pdf

Dollar's retreat raises fear of collapse

13.9.07
Finance ministers and central bankers have long fretted that at some point, the rest of the world would lose its willingness to finance the United States' proclivity to consume far more than it produces - and that a potentially disastrous free-fall in the dollar's value would result.
http://www.iht.com/articles/2007/09/13/news/econ.php

Saturday, September 8, 2007

Will Derivatives Wipe Out Some Currencies?

6.9.07
Over the last several years, there has been a lot of discussion about the size of the derivatives market, and how much it has grown since 1990. That market was around $20 trillion in size in ‘90, and now is estimated by the BIS to exceed $600 trillion world wide
http://www.kitco.com/ind/Laird/sep062007.html

Wednesday, August 29, 2007

USD R.I.P.

27.8.07
By Adrian Ash "...The call for more money to fix the financial markets comes just as global inflation is beginning to cause real mischief..."
http://www.safehaven.com/article-8289.htm