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Federal Reserve System And Bank Of England Emblems

Monetary Policy Outlook

Short-term Divergence in Monetary Policy Expected The US economy is currently the best positioned of the major economies.   In contrast, Europe has the Ukraine-Russian war plus week demand in China.  Unlike other areas, European data on inflation is mixed puts…

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Globe - Russia

Russian Sanctions Analysis

The west led by the US has imposed very tough sanctions on Russia.  However, one of the key sanctions needs further explanation.  Thus, this analysis will focus on the sanctions against the Russian central bank.  In short, this is one…

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Metal Dice With The Currency Symbols Of Europe, England, United States, Russia, Japan, And China On A Steel Mesh Background

FX Forecast Alert: GBP

Strong Possibility of the Leave Campaign winning.  Brexit is clearly more likely to happen.  Please see my quick analysis in the previous article. Expectations: GBP to drop to around 1.20 or even less by year end. US Dollar and Japanese…

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Political Map Of Europe On Globe

High Chance UK will Leave EU

The vote is going to be close.  During the last few days, the markets and the polls showed the Stay Campaign with a slight edge. Today, I closed out most of my 'risk-on' positions with a profit.  It was just…

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Map Of Europe

Brexit Vote Forecast

Our position on Brexit is that it will be very close but will not happen.  There are several reasons that we think the vote will swing in favor of staying in the European Union. First of all the issue is…

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