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Friday, June 13, 2014

What does the Beveridge curve tell us about US labor market slack?

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A few days ago we the Job Openings and Labor Turnover Survey (JOLTS) report was released for the month of april. This indicator lags some o...
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Thursday, May 1, 2014

Is Mr. Draghi bluffing again? Let see if we wins the hand of poker again.

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During the last few months, inflation has been a trending topic, especially for economies such as the eurozone, where inflation has been ...
Tuesday, April 22, 2014

Have we gotten the first signal that gold is just about to collapse?

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In early posts, I have explained myself why I like to be long USD in general, so I dont want to waste your time again.   What I would l...
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Thursday, March 13, 2014

From Quantitative to Qualitative Guidance

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“Participants agreed that, with the unemployment rate approaching 6.5 percent, it would soon be appropriate for the Committee to c...
Tuesday, February 25, 2014

Go Big or Go Home - Long DXY at 80.10, Target: 82, stop @ 79.46

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The DXY is sitting just above a big trendline coming from mid 2011, and given how worried the market is about a potential slowdown in the US...
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Tuesday, February 4, 2014

Volatility is finally moving

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During the last few weeks, we have had some developments that have pushed volatility higher (as shown in VIX in the chart below) including ...
Thursday, January 30, 2014

5 year Inflation swaps in the EZ touching multi-year lows

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Inflation expectations measured by the 5 year inflation swaps in the EZ are at levels not seen since the burst of the 2008 financial crisis...
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