Authored by Scott Kristoff via Avondale Asset Management,
We started this year with the economy deteriorating and finished it with the second interest rate increase in ten years. There were a lot of ups and downs along the way, but ultimately 2016 was defined by three key story-lines: 1) Brexit 2) The Presidential Election 3) Fed Policy.
Submitted by Jennifer Thomson via Gavekal Capital blog,
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Megatrends 2020: What They Mean For Gold
Written by Peter Diekmeyer (CLICK HERE FOR ORIGINAL)
While the domestic US audience was focused on what Trump would say about the latest scandal of alleged Russian intervention in the US presidential elections, which as a reminder, he called "ridiculous" and suggested that democrats are behind the report, China was more curious by Trump's foreign policy thoughts, which may have sparked yet another diplomatic spat, because one week after Trump snubbed America's long-running "One China" policy, today the President-elect questioned whether the United States had to be bound by its long-standing position that Taiwan is part of "one China" and brus
The consensus around 2017 being the year of the dollar has clear vulnerabilities, according to Bloomberg's Mark Cudmore, who notes that there’s a strong self-correcting impulse to dollar strength.
I’ve just returned from a week in New York that included meeting a number of FX traders from several different firms. And the one view that was repeated again and again, with conviction, was that next year will see the dollar roar.